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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 %
MFIM
151
Mesirow Financial Investment Management
Illinois
$19.9M 100,878 +1,573 +2%
GIA
152
Gladstone Institutional Advisory
Florida
$19.9M 100,778 +6,560 +7%
TPCW
153
TD Private Client Wealth
New York
$19.7M 100,045 -2,129 -2%
BS
154
Banco Santander
Spain
$19.1M 96,624 -10,228 -10%
CFB
155
Cullen/Frost Bankers
Texas
$19M 96,195 -31 -0%
Prudential Financial
156
Prudential Financial
New Jersey
$18.7M 94,666 +2,385 +3%
SWM
157
SilverOak Wealth Management
Minnesota
$18.5M 93,845 -311 -0.3%
FMC
158
First Merchants Corp
Indiana
$18.5M 93,822 +4,324 +5%
WA
159
Waverly Advisors
Alabama
$18.2M 92,311 +5,893 +7%
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$18.1M 91,818 +3,038 +3%
CFO
161
Callan Family Office
Pennsylvania
$18M 91,406 +9,552 +12%
NCM
162
Narwhal Capital Management
Georgia
$17.8M 90,401 -1 -0%
SC
163
Savant Capital
Illinois
$17.8M 90,199 +3,804 +4%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$17.7M 90,146 -4,002 -4%
SC
165
Saiph Capital
New Jersey
$17.6M 89,147 -13,808 -13%
MGIA
166
Matthew Goff Investment Advisor
Texas
$17.4M 88,248 -256 -0.3%
WA
167
Wealth Alliance
New York
$17.3M 87,720 -388 -0.4%
GL
168
Graypoint LLC
New York
$17M 86,410 +23,501 +37%
IWA
169
Icon Wealth Advisors
Texas
$16.8M 85,117 -360 -0.4%
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$16.6M 84,352 -300 -0.4%
GRP
171
Global Retirement Partners
California
$16.6M 84,120 -8,512 -9%
BPA
172
Beacon Pointe Advisors
California
$16.5M 83,674 -563 -0.7%
WGC
173
Watts Gwilliam & Co
Arizona
$16.2M 82,667 +82,667 New
WIM
174
WealthPlan Investment Management
Nebraska
$16.1M 81,544 +81,544 New
FNBT
175
FineMark National Bank & Trust
Florida
$16M 81,394 +3,462 +4%
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