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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
HNB
3
Huntington National Bank
Ohio
$206M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Wells Fargo
5
Wells Fargo
California
$1.37B
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$23.3M 118,056 -13,278 -10%
QIM
127
Quest Investment Management
Oregon
$23.3M 118,032 – –
AIP
128
Ameritas Investment Partners
Nebraska
$23.1M 116,905 -12,924 -10%
DI
129
DDFG Inc
California
$23M 116,540 -1,092 -0.9%
AAP
130
Arax Advisory Partners
Colorado
$22.7M 115,293 -1,015 -0.9%
Creative Planning
131
Creative Planning
Kansas
$22.7M 114,952 -562 -0.5%
CW
132
CreativeOne Wealth
Kansas
$22.6M 114,542 +35,131 +44%
SPC
133
Sigma Planning Corp
Michigan
$22.2M 112,822 +1,928 +2%
CA
134
Clearstead Advisors
Ohio
$22.2M 112,787 +956 +0.9%
WIA
135
World Investment Advisors
California
$22.2M 112,303 +105,334 +1,511%
KL
136
KWMG LLC
Kansas
$22.1M 111,877 -528 -0.5%
EPP
137
ETF Portfolio Partners
Kansas
$21.4M 108,559 +596 +0.6%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$21.4M 108,344 +7,046 +7%
AI
139
Atria Investments
North Carolina
$21.2M 107,756 -17,456 -14%
IWC
140
Integrated Wealth Concepts
Massachusetts
$21.2M 107,748 -5,902 -5%
AF
141
Allworth Financial
California
$21.2M 107,473 -4,501 -4%
BFPW
142
BOK Financial Private Wealth
Colorado
$21M 106,621 -3,242 -3%
GSWM
143
Greenup Street Wealth Management
Michigan
$21M 106,419 +20,338 +24%
EL
144
EWA LLC
Pennsylvania
$20.9M 104,346 -8,032 -7%
JF
145
JSF Financial
California
$20.9M 105,783 -272 -0.3%
CL
146
Choreo LLC
Illinois
$20.8M 105,658 -426 -0.4%
IF
147
Ironwood Financial
Arizona
$20.5M 104,000 +816 +0.8%
ISWM
148
Independent Solutions Wealth Management
New York
$20.1M 101,868 -10,466 -9%
DW
149
Durante & Waters
New York
$20.1M 101,832 -4,834 -5%
GIA
150
GHP Investment Advisors
Colorado
$19.9M 101,006 -944 -0.9%
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