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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
$2.55B
2
Lido Advisors
Lido Advisors
California
$190M
3
EW
Evoke Wealth
California
$44.8M
4
Bank of America
Bank of America
North Carolina
$1.57B
5
LPL Financial
LPL Financial
California
$873M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$9.19M
2
Goldman Sachs
Goldman Sachs
New York
$467M
3
HNB
Huntington National Bank
Ohio
$206M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Wells Fargo
Wells Fargo
California
$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
WOSD
1376
WFA of San Diego
California
$19.7K – – –
FGA
1377
Fortis Group Advisors
New Jersey
$19.7K – – –
QPBE
1378
Quintet Private Bank (Europe)
Luxembourg
$19.7K +$2.56K +13 +15%
TC
1379
Truvestments Capital
Florida
$19.7K +$19.7K +100 New
DFC
1380
DB Fitzpatrick & Co
Idaho
$18.7K – – –
HFM
1381
Hartford Financial Management
Connecticut
$18.5K – – –
ITIM
1382
Indiana Trust & Investment Management
Indiana
$18.1K – – –
RWM
1383
Ruedi Wealth Management
Illinois
$17.7K – – –
DF
1384
DecisionPoint Financial
Arizona
$16K – – –
FWM
1385
FSA Wealth Management
Massachusetts
$15.8K +$15.8K +80 New
SIM
1386
Studio Investment Management
Illinois
$15.4K – – –
TSMHT
1387
Thurston Springer Miller Herd & Titak
Indiana
$15K +$12.4K +63 +485%
TFA
1388
Toth Financial Advisory
Virginia
$14K – – –
HWM
1389
Hemington Wealth Management
Virginia
$14K +$14K +72 New
ANBT
1390
American National Bank & Trust
Texas
$14K – – –
CT
1391
Coastline Trust
Rhode Island
$13.8K +$13.8K +70 New
CSWG
1392
Cardinal Strategic Wealth Guidance
Kentucky
$13K – – –
POIA
1393
Pin Oak Investment Advisors
Texas
$13K -$2.79K -15 -18%
PIS
1394
POM Investment Strategies
North Carolina
$12.4K -$5.92K -30 -32%
WOC
1395
West Oak Capital
California
$12.2K -$838 -425 -6%
FMB
1396
Field & Main Bank
Kentucky
$12K – – –
PIP
1397
Peachtree Investment Partners
Florida
$11.3K – – –
FNWA
1398
Financial Network Wealth Advisors
Utah
$9.46K – – –
EAM
1399
Eukles Asset Management
Ohio
$8.08K – – –
ETS
1400
ESL Trust Services
New York
$7.49K +$7.49K +38 New
54 55
56
57 58