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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 %
GWM
1101
Greenhouse Wealth Management
Connecticut
$328K – – –
LA
1102
Latitude Advisors
Florida
$327K +$97.6K +495 +43%
Millennium Management
1103
Millennium Management
New York
$327K +$327K +1,656 New
AUB
1104
Atlantic Union Bankshares
Virginia
$326K – – –
OAS
1105
Optivise Advisory Services
Tennessee
$326K +$6.71K +34 +2%
WA1
1106
Wimmer Associates 1
California
$325K – – –
BSB
1107
Bangor Savings Bank
Maine
$325K -$3.75K -19 -1%
W
1108
Wealthquest
Ohio
$325K – – –
CCMG
1109
Clark Capital Management Group
Pennsylvania
$324K -$394 -2 -0.1%
QFA
1110
Quattro Financial Advisors
Texas
$323K – – –
OLVIG
1111
Oliver Lagore Vanvalin Investment Group
Michigan
$316K -$27.2K -138 -8%
WJWM
1112
Williams Jones Wealth Management
New York
$316K – – –
WAG
1113
Winthrop Advisory Group
Massachusetts
$316K +$986 +5 +0.3%
AGC
1114
Aspen Grove Capital
Colorado
$315K – – –
FW
1115
Fairway Wealth
Ohio
$315K – – –
PP
1116
Prudential plc
United Kingdom
$315K +$315K +1,600 New
BWM
1117
Brown Wealth Management
Illinois
$315K +$986 +5 +0.3%
GM
1118
GeoWealth Management
Illinois
$311K +$60.9K +309 +24%
IFWM
1119
Institute for Wealth Management
Colorado
$311K +$9.66K +49 +3%
UL
1120
Unionview LLC
Washington
$310K +$197 +1 +0.1%
SIAG
1121
Safeguard Investment Advisory Group
California
$308K +$308K +1,562 New
CW
1122
CIC Wealth
Maryland
$308K – – –
RWA
1123
River Wealth Advisors
Pennsylvania
$307K +$307K +1,559 New
EA
1124
Everpar Advisors
Oklahoma
$307K +$20.7K +105 +7%
CMP
1125
Courage Miller Partners
Virginia
$307K -$2.56K -13 -0.8%
43 44
45
46 47