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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 %
CMP
1426
Coston McIsaac & Partners
Maine
$10 – – –
Manulife (Manufacturers Life Insurance)
1427
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$167M -918,220 Closed
Nisa Investment Advisors
1428
Nisa Investment Advisors
Missouri
– -$20.6M -113,000 Closed
GS
1429
GTS Securities
New York
– -$3.67M -20,166 Closed
OWMIAS
1430
One Wealth Management Investment & Advisory Services
Florida
– -$2.85M -15,633 Closed
TWM
1431
Tolleson Wealth Management
Texas
– -$2.5M -13,742 Closed
SFS
1432
Sowell Financial Services
Arkansas
– -$2.25M -12,372 Closed
IA
1433
IFG Advisory
Georgia
– -$1.9M -10,439 Closed
PCMU
1434
Paragon Capital Management (Utah)
Utah
– -$1.75M -9,614 Closed
MWM
1435
Maripau Wealth Management
Indiana
– -$1.71M -9,382 Closed
GSEP
1436
Golden State Equity Partners
California
– -$1.46M -8,002 Closed
SAM
1437
Synergy Asset Management
Washington
– -$1.21M -6,663 Closed
NWMG
1438
National Wealth Management Group
Ohio
– -$1.16M -6,393 Closed
PSP
1439
Pacific Sage Partners
Washington
– -$606K -3,330 Closed
MAM
1440
Milestone Asset Management
Pennsylvania
– -$588K -3,228 Closed
SW
1441
SVB Wealth
Massachusetts
– -$580K -3,187 Closed
BTWM
1442
Baker Tilly Wealth Management
Wisconsin
– -$576K -3,163 Closed
GIM
1443
Goelzer Investment Management
Indiana
– -$543K -2,981 Closed
KPWG
1444
KFA Private Wealth Group
Virginia
– -$496K -2,727 Closed
GCIM
1445
Gunn & Company Investment Management
Florida
– -$414K -2,273 Closed
RWM
1446
Rockwood Wealth Management
Pennsylvania
– -$410K -2,250 Closed
NCFG
1447
New Century Financial Group
New Jersey
– -$397K -2,181 Closed
TWM
1448
Thrive Wealth Management
Pennsylvania
– -$386K -2,119 Closed
Fisher Asset Management
1449
Fisher Asset Management
Washington
– -$313K -1,721 Closed
HCM
1450
Howland Capital Management
Massachusetts
– -$308K -1,690 Closed
55 56 57
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