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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 %
KIG
651
Kennedy Investment Group
New Jersey
$1.43M -$10.1K -51 -0.7%
PWMG
652
Private Wealth Management Group
New Jersey
$1.43M – – –
9WM
653
9258 Wealth Management
Ohio
$1.43M -$5.13K -26 -0.4%
CM
654
Columbus Macro
Pennsylvania
$1.43M +$1.43M +7,193 New
RIM
655
Redwood Investment Management
Arizona
$1.42M -$65.7K -333 -4%
CI
656
Conning Inc
Connecticut
$1.4M -$1.06M -5,372 -43%
DIP
657
DT Investment Partners
Pennsylvania
$1.4M – – –
DPI
658
Diversified Portfolios Inc
Michigan
$1.39M – – –
JIP
659
Jaffetilchin Investment Partners
Florida
$1.39M +$4.34K +22 +0.3%
CWA
660
Clearview Wealth Advisors
Oregon
$1.37M +$118K +597 +9%
CAM
661
Close Asset Management
United Kingdom
$1.37M – – –
PAMG
662
Patton Albertson Miller Group
Tennessee
$1.37M -$227K -1,150 -14%
WPC
663
Wedmont Private Capital
Pennsylvania
$1.37M +$7.81K +40 +0.6%
RIL
664
Rothschild Investment LLC
Illinois
$1.37M +$72.2K +366 +6%
CGA
665
Crescent Grove Advisors
Illinois
$1.37M -$28.6K -145 -2%
FC
666
Fairscale Capital
New Hampshire
$1.36M +$197 +1 +0%
FT
667
Fiduciary Trust
Massachusetts
$1.36M +$149K +756 +12%
CCFM
668
Clear Creek Financial Management
Washington
$1.36M -$3.16K -16 -0.2%
AA
669
Argent Advisors
Louisiana
$1.35M +$38.2K +194 +3%
DAS
670
Dynamic Advisor Solutions
Arizona
$1.35M -$123K -624 -8%
Koshinski Asset Management
671
Koshinski Asset Management
Illinois
$1.34M -$182K -921 -12%
PA
672
Pinnacle Associates
New York
$1.34M -$8.7K -50 -0.6%
TNB
673
Thomasville National Bank
Georgia
$1.33M -$86.8K -440 -6%
OPWM
674
Oxinas Partners Wealth Management
Indiana
$1.33M +$1.33M +6,730 New
WS
675
Wedbush Securities
California
$1.33M +$139K +705 +12%
25 26
27
28 29