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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 %
JEST
1176
JTC Employer Solutions Trustee
Jersey
$267K – – –
HBT
1177
Hills Bank & Trust
Iowa
$266K – – –
ARA
1178
Alexander Randolph Advisory
Virginia
$266K – – –
RBC
1179
Romano Brothers & Co
Illinois
$265K – – –
MAS
1180
Meeder Advisory Services
Ohio
$265K +$265K +1,342 New
SIM
1181
Stratos Investment Management
Ohio
$264K -$54.2K -275 -17%
SFC
1182
SYM Financial Corp
Indiana
$264K -$10.8K -55 -4%
CCWM
1183
Correct Capital Wealth Management
Missouri
$263K – – –
SWM
1184
Segment Wealth Management
Texas
$263K – – –
SFG
1185
Sather Financial Group
Texas
$263K -$131K -666 -33%
SPWG
1186
Syntegra Private Wealth Group
Missouri
$259K -$789 -4 -0.3%
PL
1187
Parthenon LLC
Kentucky
$257K -$23.1K -117 -8%
FHA
1188
Flagship Harbor Advisors
Massachusetts
$257K +$257K +1,304 New
CCA
1189
Cottonwood Capital Advisors
Utah
$257K -$67.6K -343 -21%
GBT
1190
Grove Bank & Trust
Florida
$254K – – –
VCM
1191
Vivaldi Capital Management
Illinois
$254K +$789 +4 +0.3%
AP
1192
Appleton Partners
Massachusetts
$253K -$7.89K -40 -3%
FCA
1193
FinTrust Capital Advisors
South Carolina
$253K -$28.6K -145 -10%
RIA
1194
Realta Investment Advisors
Delaware
$252K -$250K -1,249 -50%
HI
1195
Human Investing
Oregon
$252K +$25.6K +130 +11%
AWM
1196
Accurate Wealth Management
Florida
$252K +$252K +1,266 New
AWA
1197
Acorn Wealth Advisors
Michigan
$250K -$9.86K -50 -4%
PS
1198
Planned Solutions
California
$250K – – –
SFG
1199
Sage Financial Group
Pennsylvania
$248K +$789 +4 +0.3%
SFPM
1200
Sensible Financial Planning & Management
Massachusetts
$247K +$247K +1,251 New
46 47
48
49 50