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iShares S&P 500 Value ETF
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Overview Fund Activity

1,425 hedge funds and large institutions have $27.2B invested in iShares S&P 500 Value ETF in 2024 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 521 increasing their positions, 491 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,425
Holders Change
+71
Holders Change %
+5.24%
% of All Funds
20.61%
Holding in Top 10
107
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.83%
% of All Funds
1.55%
New
130
Increased
521
Reduced
491
Closed
44
Calls
$17.8M
Puts
$5.34M
Net Calls
+$12.4M
Net Calls Change
-$5.96M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$111M
2
Lido Advisors
Lido Advisors
California
+$67.2M
3
EW
Evoke Wealth
California
+$44.8M
4
Bank of America
Bank of America
North Carolina
+$44M
5
LPL Financial
LPL Financial
California
+$33.8M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$533M
2
Goldman Sachs
Goldman Sachs
New York
-$435M
3
HNB
Huntington National Bank
Ohio
-$178M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$167M
5
Wells Fargo
Wells Fargo
California
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
626
Regimen Wealth
Georgia
$1.53M +$6.31K +32 +0.4%
CWM
627
Cahaba Wealth Management
Georgia
$1.53M -$386K -1,960 -20%
MWA
628
Midland Wealth Advisors
Illinois
$1.52M -$271K -1,376 -15%
Chevy Chase Trust
629
Chevy Chase Trust
Maryland
$1.52M +$327K +1,657 +27%
BCA
630
Bay Colony Advisors
Massachusetts
$1.52M +$60.9K +309 +4%
LC
631
LTG Capital
Massachusetts
$1.52M -$23.7K -120 -2%
TCWA
632
Turtle Creek Wealth Advisors
Texas
$1.51M – – –
HSA
633
HBK Sorce Advisory
Pennsylvania
$1.51M -$10.1K -51 -0.7%
WPC
634
White Pine Capital
Minnesota
$1.51M – – –
1CP
635
17 Capital Partners
Arizona
$1.49M +$175K +890 +13%
MCM
636
Magnolia Capital Management
New York
$1.49M +$52.3K +265 +4%
GT
637
Glenmede Trust
Pennsylvania
$1.49M – – –
EAM
638
Empirical Asset Management
Massachusetts
$1.49M -$254K -1,288 -15%
CF
639
Centaurus Financial
California
$1.49M +$861K +4,363 +138%
MCCA
640
Mill Creek Capital Advisors
Pennsylvania
$1.49M +$420K +2,128 +39%
CIR
641
Clear Investment Research
Georgia
$1.48M +$11.8K +60 +0.8%
AC
642
AWM Capital
Arizona
$1.47M – – –
LBC
643
Lowe Brockenbrough & Co
Virginia
$1.46M – – –
CCM
644
Coldstream Capital Management
Washington
$1.45M -$92.5K -469 -6%
VPIM
645
Vanguard Personalized Indexing Management
California
$1.44M -$27.8K -141 -2%
ICP
646
Interchange Capital Partners
Pennsylvania
$1.44M -$34.3K -174 -2%
SWA
647
SOA Wealth Advisors
New York
$1.44M +$1.58K +8 +0.1%
JSW
648
Journey Strategic Wealth
New Jersey
$1.44M +$74.7K +379 +5%
BA
649
Bristlecone Advisors
Washington
$1.44M +$6.51K +33 +0.5%
BFS
650
Burkett Financial Services
South Carolina
$1.43M +$5.13K +26 +0.4%
24 25
26
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