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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 %
HNWA
726
Henrickson Nauta Wealth Advisors
Michigan
$1.09M -$282K -1,429 -20%
LPAM
727
Lodestar Private Asset Management
California
$1.08M -$592 -3 -0.1%
BFG
728
Beacon Financial Group
Texas
$1.07M -$394 -2 -0%
LC
729
Lindbrook Capital
California
$1.07M +$26.6K +135 +3%
NWAG
730
Net Worth Advisory Group
Utah
$1.07M +$1.07M +5,404 New
CWM
731
Connecticut Wealth Management
Connecticut
$1.06M -$32.1K -163 -3%
FFA
732
First Foundation Advisors
California
$1.06M +$181K +920 +21%
HKIMG
733
Hutchens & Kramer Investment Management Group
Indiana
$1.06M +$218K +1,109 +26%
EK
734
Evensky & Katz
Florida
$1.06M -$10.1K -51 -0.9%
MWA
735
Monograph Wealth Advisors
California
$1.05M – – –
IIC
736
Integrated Investment Consultants
Michigan
$1.05M +$87.2K +442 +9%
CP
737
Canopy Partners
Ohio
$1.04M – – –
AA
738
Ancora Advisors
Ohio
$1.04M +$83.6K +424 +9%
PFA
739
Professional Financial Advisors
Nebraska
$1.03M +$43.8K +222 +4%
EPM
740
Elm Partners Management
Pennsylvania
$1.03M – – –
TSS
741
Two Sigma Securities
New York
$1.03M +$1.03M +5,203 New
JSL
742
JT Stratford LLC
Georgia
$1.02M +$539K +2,736 +112%
NB
743
NBT Bank
New York
$1.02M +$29.6K +150 +3%
ACIM
744
Azimuth Capital Investment Management
Michigan
$1.02M +$5.52K +28 +0.5%
JIC
745
Joel Isaacson & Co
New York
$1.01M +$6.11K +31 +0.6%
EB
746
Eastern Bank
Massachusetts
$1.01M +$1.01M +5,132 New
NEPWA
747
New England Private Wealth Advisors
Massachusetts
$1.01M +$2.37K +12 +0.2%
JFG
748
JMG Financial Group
Illinois
$995K +$111K +565 +13%
Qube Research & Technologies (QRT)
749
Qube Research & Technologies (QRT)
United Kingdom
$988K +$316K +1,603 +47%
MCM
750
MidAtlantic Capital Management
Virginia
$987K – – –
28 29
30
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