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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 %
PFG
1401
Peterson Financial Group
Iowa
$7.34K +$7.34K +37 New
NMG
1402
New Millennium Group
Utah
$7.24K – – –
PCWA
1403
Pacific Capital Wealth Advisors
California
$6.9K – – –
IAIM
1404
International Assets Investment Management
Florida
$6.76K +$6.73K +1,326,211 +18,046%
MWA
1405
MFA Wealth Advisors
Pennsylvania
$5.92K – – –
VNA
1406
Valley National Advisers
Pennsylvania
$5K -$118K -686 -96%
RMC
1407
Resources Management Corp
Connecticut
$5K – – –
FUBT
1408
First United Bank & Trust
Maryland
$4.93K -$3.94K -20 -44%
NRG
1409
Nemes Rush Group
Michigan
$4.48K – – –
FGC
1410
Financial Gravity Companies
Texas
$4.14K +$4.14K +21 New
HGERS
1411
Householder Group Estate & Retirement Specialist
Arizona
$4K -$97.2K -583 -96%
IHWM
1412
Iron Horse Wealth Management
Iowa
$3.94K – – –
MRCM
1413
M&R Capital Management
New Jersey
$3.94K – – –
MBFW
1414
Morton Brown Family Wealth
Pennsylvania
$3.55K +$3.55K +18 New
AWM
1415
Atticus Wealth Management
Florida
$3.35K -$17.2K -87 -84%
RWPA
1416
Richard W. Paul & Associates
Michigan
$3.35K – – –
AFWM
1417
Abich Financial Wealth Management
Virginia
$3.35K +$3.35K +17 New
PAIM
1418
Punch & Associates Investment Management
Minnesota
$2.94K -$1.76M -8,990 -100%
ICM
1419
Islay Capital Management
Texas
$2.76K – – –
FIA
1420
FPC Investment Advisory
California
$2.54K – – –
MSG
1421
Main Street Group
Virginia
$2.37K – – –
BL
1422
BFSG LLC
California
$1.78K -$32.3K -164 -95%
HR
1423
Howe & Rusling
New York
$1.18K +$1.18K +6 New
AWM
1424
AllSquare Wealth Management
New York
$986 +$986 +5 New
GLA
1425
Great Lakes Advisors
Illinois
$852 -$39K -183 -98%
55 56
57
58 59