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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 %
PWP
1051
Perfromance Wealth Partners
Illinois
$382K – – –
BWL
1052
Bogart Wealth LLC
Virginia
$381K +$1.18K +6 +0.3%
AF
1053
Affiance Financial
Minnesota
$378K – – –
CIAS
1054
Capital Investment Advisory Services
North Carolina
$378K -$19.5K -99 -5%
CHA
1055
Carmichael Hill & Associates
Maryland
$373K +$34.5K +175 +10%
TW
1056
TrinityPoint Wealth
Connecticut
$370K – – –
AIS
1057
American Investment Services
Massachusetts
$370K – – –
OCM
1058
One Capital Management
California
$370K -$9.86K -50 -3%
WTB
1059
Washington Trust Bank
Washington
$370K -$15K -76 -4%
SWP
1060
ShoreHaven Wealth Partners
New Jersey
$368K -$197 -1 -0.1%
GIA
1061
Guyasuta Investment Advisors
Pennsylvania
$363K – – –
LP
1062
LGL Partners
Pennsylvania
$363K +$2.17K +11 +0.6%
OBWG
1063
Onyx Bridge Wealth Group
New York
$363K +$197 +1 +0.1%
XF
1064
XML Financial
Maryland
$362K +$788 +4 +0.2%
ONST
1065
Old North State Trust
North Carolina
$362K – – –
BBWP
1066
Beacon Bridge Wealth Partners
Pennsylvania
$361K +$197 +1 +0.1%
WW
1067
Westshore Wealth
California
$360K +$1.97K +10 +0.6%
GWMR
1068
GC Wealth Management RIA
Massachusetts
$360K – – –
EWM
1069
Evermay Wealth Management
Virginia
$358K +$15.2K +77 +4%
WWM
1070
Waterway Wealth Management
Texas
$357K +$2.17K +11 +0.6%
AFG
1071
Atomi Financial Group
New York
$356K -$18.3K -93 -5%
QCM
1072
QRG Capital Management
Illinois
$355K +$355K +1,801 New
MC
1073
Middleton & Co
Massachusetts
$355K +$9.86K +50 +3%
STCOSD
1074
Sageworth Trust Company of South Dakota
South Dakota
$354K – – –
TAM
1075
TCP Asset Management
Ohio
$354K +$354K +1,796 New
41 42
43
44 45