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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 %
SL
76
Salomon & Ludwin
Virginia
$42.7M 216,693 -17,488 -7%
RWP
77
RWA Wealth Partners
Massachusetts
$41.8M 211,887 -7,834 -4%
BAAM
78
Baker Avenue Asset Management
California
$41M 207,985 +1,415 +0.7%
MAM
79
MMA Asset Management
Pennsylvania
$40.7M 228,003 +122,572 +116%
RFC
80
Regions Financial Corp
Alabama
$40.7M 206,285 -15,181 -7%
SMC
81
Smith, Moore & Co
Missouri
$40.4M 204,945 -363 -0.2%
BMM
82
Berkshire Money Management
Massachusetts
$40.3M 204,597 +1,732 +0.9%
EH
83
Equitable Holdings
New York
$40M 202,775 -271 -0.1%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$39.3M 200,091 +42,031 +27%
PAG
85
Private Advisor Group
New Jersey
$38.9M 197,163 +53,047 +37%
AWS
86
Atria Wealth Solutions
New York
$38.3M 194,321 +1,738 +0.9%
1IA
87
1834 Investment Advisors
Wisconsin
$37.9M 192,384 -11,513 -6%
PSCM
88
Per Stirling Capital Management
Texas
$37.9M 192,104 +31,029 +19%
QS
89
Quantitative Strategies
California
$37.7M 191,415 -3,365 -2%
PRWA
90
Platte River Wealth Advisors
Colorado
$37.5M 190,108 +4,234 +2%
NSIM
91
North Star Investment Management
Illinois
$35.7M 181,229 +11,767 +7%
Northern Trust
92
Northern Trust
Illinois
$35.1M 177,855 +28,986 +19%
FWMM
93
Foundation Wealth Management (Missouri)
Missouri
$35.1M 177,819 +2,700 +2%
KOC
94
Koss-Olinger Consulting
Florida
$34.5M 175,150 -131,990 -43%
CI
95
CX Institutional
Indiana
$32.7M 165,752 +2,446 +1%
Corient Private Wealth
96
Corient Private Wealth
Florida
$32M 162,592 +120,913 +290%
WWG
97
West Wealth Group
California
$31.6M 160,052 +2,123 +1%
AWMS
98
Advocacy Wealth Management Services
Georgia
$31.5M 159,683 +4,562 +3%
SWM
99
Spire Wealth Management
Virginia
$31.2M 158,196 -644 -0.4%
BBVA
100
Banco Bilbao Vizcaya Argentaria
Spain
$31.2M 157,916 +157,916 New
2 3
4
5 6