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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 %
SGI
801
Summit Global Investments
Utah
$839K +$610K +3,093 +266%
TCOTS
802
Trust Company of the South
North Carolina
$826K – – –
MA
803
MCF Advisors
Kentucky
$820K -$77.9K -395 -9%
LWANC
804
Laurel Wealth Advisors (North Carolina)
North Carolina
$819K +$986 +5 +0.1%
CPA
805
Capital Planning Advisors
California
$818K – – –
AL
806
Aspiriant LLC
California
$816K +$197 +1 +0%
TSWM
807
Tyler-Stone Wealth Management
Ohio
$816K +$408K +2,069 +100%
WCP
808
Wick Capital Partners
Pennsylvania
$815K -$28K -142 -3%
CAI
809
Capital Advisors Inc
Oklahoma
$812K – – –
MWA
810
Merkkuri Wealth Advisors
New York
$810K +$205K +1,039 +34%
D
811
Dentgroup
Louisiana
$806K -$3.77M -19,108 -82%
CST
812
Charles Schwab Trust
Nevada
$801K -$9.86K -50 -1%
WWP
813
WR Wealth Planners
Missouri
$799K +$40.4K +205 +5%
AWM
814
Aspire Wealth Management
Massachusetts
$796K -$12.2K -62 -2%
ADL
815
Asset Dedication LLC
California
$794K +$198K +1,003 +33%
HCM
816
Highview Capital Management
Illinois
$789K -$42.8K -217 -5%
HBW
817
Hazlett, Burt & Watson
West Virginia
$786K +$112K +569 +17%
SAM
818
Smartleaf Asset Management
Massachusetts
$786K +$52.1K +265 +7%
Vanguard Group
819
Vanguard Group
Pennsylvania
$776K +$110K +559 +17%
WTC
820
WhitTier Trust Company
Nevada
$764K – – –
FNT
821
First National Trust
Pennsylvania
$763K -$6.9K -35 -0.9%
EFG
822
Embree Financial Group
Illinois
$763K +$2.96K +15 +0.4%
PWCM
823
Processus Wealth & Capital Management
Tennessee
$761K +$26.6K +135 +4%
BHIA
824
Birch Hill Investment Advisors
Massachusetts
$752K – – –
SHF
825
Stage Harbor Financial
Massachusetts
$751K +$751K +3,786 New
31 32
33
34 35