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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.

New
Increased
Maintained
Reduced
Closed
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
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 %
AWP
1251
Accretive Wealth Partners
New Jersey
$211K +$211K +1,068 New
SOS
1252
Silver Oak Securities
Tennessee
$210K +$210K +1,078 New
PCM
1253
Pennsylvania Capital Management
Pennsylvania
$209K +$209K +1,060 New
TWA
1254
TCI Wealth Advisors
Arizona
$207K +$207K +1,050 New
VFPW
1255
Vantage Financial Partners (Wisconsin)
Wisconsin
$207K +$207K +1,049 New
MCIA
1256
Mountain Capital Investment Advisors
Colorado
$207K +$207K +1,028 New
BTIM
1257
BancFirst Trust & Investment Management
Oklahoma
$206K -$120K -609 -37%
TCWM
1258
Total Clarity Wealth Management
Illinois
$206K +$206K +1,044 New
EP
1259
Edgestream Partners
New Jersey
$204K -$290K -1,473 -59%
ACA
1260
Ascension Capital Advisors
Texas
$204K +$204K +1,033 New
APW
1261
Axim Planning & Wealth
Ohio
$202K +$202K +1,027 New
SOAG
1262
Silver Oak Advisory Group
Oregon
$202K +$202K +1,026 New
ZIG
1263
Zullo Investment Group
Pennsylvania
$202K +$202K +1,022 New
CWM
1264
Cornerstone Wealth Management
Missouri
$201K -$18.5K -94 -8%
OMC
1265
Old Mission Capital
Illinois
$200K +$200K +1,015 New
AAG
1266
Armstrong Advisory Group
Massachusetts
$200K – – –
CP
1267
Covenant Partners
Tennessee
$197K -$32.9K -167 -14%
WAG
1268
Wiser Advisor Group
Arizona
$196K +$986 +5 +0.5%
EWP
1269
Elevation Wealth Partners
California
$194K +$1.18K +6 +0.6%
DZ Bank
1270
DZ Bank
Germany
$191K -$65.9K -334 -26%
DWM
1271
Darwin Wealth Management
Florida
$189K +$189K +956 New
BFO
1272
Biltmore Family Office
North Carolina
$182K +$182K +921 New
BLC
1273
Brown, Lisle/Cummings
Rhode Island
$180K +$138K +702 +333%
BCMLT
1274
Beacon Capital Management LLC (Tennessee)
Tennessee
$179K +$35.3K +179 +25%
VWM
1275
Valley Wealth Managers
New Jersey
$178K -$42.8K -217 -19%
49 50
51
52 53