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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 %
SC
676
Scotia Capital
Ontario, Canada
$1.32M -$79.1K -401 -6%
PTC
677
Private Trust Company
Ohio
$1.31M +$202K +1,026 +18%
ONB
678
Old National Bancorp
Indiana
$1.29M -$428K -2,173 -25%
HNB
679
Hilltop National Bank
Wyoming
$1.29M – – –
LA
680
Legacy Advisors
Pennsylvania
$1.28M – – –
WP
681
Westmount Partners
California
$1.26M +$4.14K +21 +0.3%
WP
682
WMS Partners
Maryland
$1.26M -$1.97K -10 -0.2%
PI
683
PFG Investments
New York
$1.26M +$488K +2,476 +63%
JGC
684
J. Goldman & Co
New York
$1.25M +$1.25M +6,354 New
BP
685
BBR Partners
New York
$1.25M – – –
RFM
686
Royal Fund Management
Florida
$1.25M -$2.34M -11,870 -65%
LWM
687
Lakeridge Wealth Management
Ohio
$1.25M +$20.5K +104 +2%
BWA
688
BCU Wealth Advisors
Illinois
$1.25M +$127K +644 +11%
SF
689
Summit Financial
New Jersey
$1.24M -$94.1K -477 -7%
SAM
690
Silvercrest Asset Management
New York
$1.24M -$19.7K -100 -2%
RA
691
Rational Advisors
New York
$1.24M +$637K +3,231 +106%
MBT
692
Montecito Bank & Trust
California
$1.24M +$42K +213 +4%
SFG
693
Sovereign Financial Group
Connecticut
$1.23M -$16.4K -83 -1%
CG
694
Corundum Group
Colorado
$1.22M – – –
CFS
695
Commonwealth Financial Services
West Virginia
$1.21M -$75.1K -382 -6%
CC
696
Cadinha & Co
Hawaii
$1.2M -$4.34K -22 -0.4%
PIA
697
Perennial Investment Advisors
California
$1.2M +$202K +1,024 +20%
PCA
698
Pallas Capital Advisors
Massachusetts
$1.2M -$13.1K -66 -1%
NCG
699
Newport Capital Group
New Jersey
$1.19M +$74.3K +377 +7%
CPW
700
Catalyst Private Wealth
California
$1.19M – – –
26 27
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29 30