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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 %
DWS
776
Discipline Wealth Solutions
South Carolina
$894K +$432K +2,192 +94%
EWM
777
EPG Wealth Management
Georgia
$893K +$893K +4,529 New
MAWA
778
Moss Adams Wealth Advisors
Washington
$892K +$892K +4,525 New
MA
779
MKT Advisors
California
$883K – – –
MSA
780
Marino Stram & Associates
Massachusetts
$882K +$197 +1 +0%
MSWM
781
McGlone Suttner Wealth Management
Wisconsin
$882K – – –
FWA
782
FSM Wealth Advisors
Ohio
$882K – – –
TA
783
TrueWealth Advisors
Alabama
$880K -$25.4K -129 -3%
GWS
784
Glassman Wealth Services
Virginia
$880K – – –
QWM
785
Quadcap Wealth Management
Texas
$876K +$61.7K +313 +8%
ACM
786
Advisors Capital Management
New Jersey
$876K -$824K -4,180 -48%
CA
787
Continuum Advisory
Idaho
$874K -$12.2K -61 -1%
ZF
788
Zhang Financial
Michigan
$870K +$394 +2 +0%
ESB
789
Essex Savings Bank
Connecticut
$866K +$601K +3,046 +226%
PMFA
790
Plante Moran Financial Advisors
Michigan
$859K – – –
MPCG
791
Matrix Private Capital Group
New York
$858K +$19.7K +100 +2%
P
792
Pitcairn
Pennsylvania
$858K +$858K +4,350 New
SCI
793
S&CO Inc
Massachusetts
$857K – – –
CS
794
Capital Square
Tennessee
$856K – – –
PMAM
795
Picton Mahoney Asset Management
Ontario, Canada
$855K +$89.7K +455 +12%
CTC
796
Central Trust Company
Missouri
$852K +$36.5K +185 +4%
CPSC
797
Carl P. Sherr & Co
Massachusetts
$841K -$3.94K -20 -0.5%
FCAS
798
First Command Advisory Services
Texas
$841K -$51.7K -262 -6%
JFGIW
799
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$840K +$268K +1,359 +47%
IWA
800
Inspirion Wealth Advisors
Illinois
$839K -$83.4K -423 -9%
30 31
32
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