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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 %
AC
951
Apella Capital
Connecticut
$500K +$4.32K +22 +0.9%
GI
952
GAMMA Investing
California
$495K – – –
CWS
953
Confluence Wealth Services
Pennsylvania
$494K -$19.5K -99 -4%
HNWAG
954
High Net Worth Advisory Group
Florida
$493K – – –
NRC
955
New Republic Capital
North Carolina
$491K -$789 -4 -0.2%
SG
956
StoneX Group
New York
$487K +$14.4K +73 +3%
4WM
957
4J Wealth Management
Virginia
$486K – – –
SW
958
SkyOak Wealth
Michigan
$484K – – –
LJAC
959
L.J. Altfest & Co
New York
$484K +$1.18K +6 +0.2%
VWA
960
Visionary Wealth Advisors
Illinois
$484K -$197 -1 -0%
EPA
961
Element Pointe Advisors
Florida
$481K – – –
ECA
962
Elevated Capital Advisors
Utah
$481K +$481K +2,439 New
FCB
963
First County Bank
Connecticut
$480K +$81K +411 +20%
LSA
964
Lion Street Advisors
Texas
$475K +$61.9K +314 +15%
CNBT
965
Canandaigua National Bank & Trust
New York
$475K +$475K +2,407 New
OIS
966
Okabena Investment Services
Minnesota
$473K – – –
LFG
967
Larson Financial Group
Missouri
$473K +$394 +2 +0.1%
APW
968
Aurora Private Wealth
New Jersey
$471K +$985 +5 +0.2%
RCG
969
Regatta Capital Group
California
$470K +$3.75K +19 +0.8%
FIM
970
Freedom Investment Management
Connecticut
$469K +$469K +2,379 New
BZWA
971
Blue Zone Wealth Advisors
California
$469K +$25.8K +131 +6%
CIC
972
Carnegie Investment Counsel
Ohio
$467K -$4.93K -25 -1%
ECM
973
Evergreen Capital Management
Washington
$467K +$59.3K +301 +15%
AWM
974
Alterna Wealth Management
Texas
$466K -$24.4K -124 -5%
HIIFS
975
Harel Insurance Investments & Financial Services
Israel
$466K – – –
37 38
39
40 41