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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 %
FLA
101
Financial Life Advisors
Texas
$30.8M 155,957 +7,029 +5%
AIA
102
Alera Investment Advisors
Illinois
$30.7M 155,701 +227 +0.1%
GT
103
Greenleaf Trust
Michigan
$30M 152,258 -8,235 -5%
EWA
104
Encompass Wealth Advisors
Oregon
$29.6M 150,299 +463 +0.3%
CFA
105
Cahill Financial Advisors
Minnesota
$29.4M 149,313 +1,657 +1%
CCM
106
Condor Capital Management
New Jersey
$29.3M 148,557 -1,556 -1%
FHB
107
First Hawaiian Bank
Hawaii
$28.4M 143,889 -38,913 -21%
TW
108
Transform Wealth
Colorado
$28.2M 142,839 -11,817 -8%
PIA
109
Powell Investment Advisors
Florida
$28.1M 142,735 +1,803 +1%
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$27.8M 613,456 +136,769 +29%
APW
111
Austin Private Wealth
Texas
$27.1M 137,327 +13,335 +11%
AWM
112
AE Wealth Management
Kansas
$26.6M 134,991 +3,770 +3%
JWA
113
JFS Wealth Advisors
Pennsylvania
$26.3M 133,322 -461 -0.3%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$26.1M 133,195 +2,234 +2%
CF
115
Corebridge Financial
Texas
$26.1M 132,300 +44,700 +51%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$26M 131,923 +4,159 +3%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$26M 131,849 -42,124 -24%
PS
118
Principal Securities
Iowa
$25M 127,004 +7,554 +6%
DSA
119
Droms Strauss Advisors
Missouri
$24.4M 123,679 -6,754 -5%
KIM
120
Kestra Investment Management
Texas
$24.2M 122,491 +27,862 +29%
MCM
121
MV Capital Management
Maryland
$23.6M 119,598 -1,261 -1%
Pathstone Holdings
122
Pathstone Holdings
New Jersey
$23.4M 118,812 +926 +0.8%
BF
123
BOK Financial
Oklahoma
$23.4M 119,721 +3,929 +3%
SWP
124
Stratos Wealth Partners
Ohio
$23.4M 118,541 +6,059 +5%
LFS
125
Lutz Financial Services
Nebraska
$23.3M 118,424 -884 -0.7%
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5
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