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iShares S&P 500 Value ETF
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Overview Fund Activity

1,424 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.

Holders
1,424
Holders Change
+71
Holders Change %
+5.25%
% of All Funds
20.6%
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
1
Envestnet Asset Management
Illinois
$2.55B
2
Lido Advisors
2
Lido Advisors
California
$190M
3
EW
3
Evoke Wealth
California
$44.8M
4
Bank of America
4
Bank of America
North Carolina
$1.57B
5
LPL Financial
5
LPL Financial
California
$873M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$9.19M
2
Goldman Sachs
2
Goldman Sachs
New York
$467M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Wells Fargo
4
Wells Fargo
California
$1.37B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.36B
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
51
Praetorian Wealth Management
California
$65.7M 332,981 +959 +0.3%
MGIA
52
Moneta Group Investment Advisors
Missouri
$64.8M 328,719 -2,704 -0.8%
VA
53
Valmark Advisers
Ohio
$63.5M 322,180 -7,096 -2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$63.4M 321,296 -35,642 -10%
JC
55
JB Capital
Connecticut
$60M 304,279 +992 +0.3%
CC
56
Courier Capital
New York
$57.6M 292,011 +526 +0.2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$57.5M 291,648 +8,343 +3%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$56.8M 287,940 -649 -0.2%
MCWS
59
McKinley Carter Wealth Services
West Virginia
$56.1M 284,622 -19,183 -6%
PW
60
Peninsula Wealth
California
$56.1M 279,468 +10,782 +4%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$55.7M 283,544 -4,661 -2%
Financial Engines Advisors
62
Financial Engines Advisors
California
$55.6M 281,882 -7,276 -3%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$54.6M 276,776 +9,608 +4%
LL
64
LPWM LLC
Minnesota
$54.2M 277,279 +6,157 +2%
ANB
65
Amarillo National Bank
Texas
$53.7M 272,492 -28,815 -10%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$53.4M 265,920 -380,554 -59%
FRA
67
Frank Rimerman Advisors
California
$53.2M 269,955 – –
Barclays
68
Barclays
United Kingdom
$52.3M 265,026 -2,000 -0.7%
PA
69
Probity Advisors
Texas
$51.8M 262,761 +5,106 +2%
HF
70
Halpern Financial
Virginia
$49.9M 254,034 -6,940 -3%
PFM
71
Phillips Financial Management
Indiana
$49.4M 250,386 -14,529 -5%
KeyBank National Association
72
KeyBank National Association
Ohio
$49.1M 248,910 -9,669 -4%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$46.2M 234,487 +41,123 +21%
SPIA
74
Strategic Point Investment Advisors
Rhode Island
$45.8M 232,407 +868 +0.4%
EW
75
Evoke Wealth
California
$44.8M 227,122 +227,122 New
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