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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 %
HWA
1001
HCR Wealth Advisors
California
$438K – – –
MCC
1002
Maiden Cove Capital
Maine
$436K +$436K +2,210 New
FA
1003
Fiducient Advisors
Illinois
$436K +$4.54K +23 +1%
KWA
1004
Kingswood Wealth Advisors
California
$435K +$112K +567 +35%
HIS
1005
Harvest Investment Services
Illinois
$432K -$1.38K -7 -0.3%
FNBTCON
1006
First National Bank & Trust Co of Newtown
Pennsylvania
$429K – – –
DT
1007
Diversified Trust
Tennessee
$429K -$204K -1,036 -32%
JAG
1008
Journey Advisory Group
Kentucky
$428K – – –
CTFG
1009
Capstone Triton Financial Group
Oklahoma
$427K +$14K +71 +3%
RRWA
1010
Rainey & Randall Wealth Advisors
Florida
$427K +$2.37K +12 +0.6%
SIC
1011
Samalin Investment Counsel
New York
$425K +$2.37K +12 +0.6%
NS
1012
NBC Securities
Alabama
$423K +$106K +536 +33%
CCM
1013
Colorado Capital Management
Colorado
$421K – – –
SMA
1014
Sage Mountain Advisors
Georgia
$420K +$344K +1,747 +457%
Neuberger Berman Group
1015
Neuberger Berman Group
New York
$419K -$3.16K -16 -0.7%
PA
1016
Parkside Advisors
California
$418K – – –
EW
1017
Enzi Wealth
Texas
$417K – – –
HTC
1018
Haverford Trust Company
Pennsylvania
$416K – – –
PWA
1019
Peterson Wealth Advisors
Utah
$415K -$47.3K -240 -10%
LAS
1020
Lloyd Advisory Services
Georgia
$415K -$4.14K -21 -1%
LWM
1021
LongView Wealth Management
Georgia
$412K -$21.9K -111 -5%
ARC
1022
Advisor Resource Council
Texas
$410K +$410K +2,080 New
YCM
1023
Yousif Capital Management
Michigan
$410K -$18.7K -95 -4%
EW
1024
Element Wealth
Mississippi
$409K -$35.3K -179 -8%
KIA
1025
KCM Investment Advisors
California
$409K +$14.6K +74 +4%
39 40
41
42 43