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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
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 Holding Trade Value Shares
Change 		Shares
Change %
Amundi
176
Amundi
France
$15.9M +$215K +1,100 +1%
MWM
177
Modera Wealth Management
New Jersey
$15.9M +$603K +3,060 +4%
FFA
178
Farther Finance Advisors
California
$15.8M +$2.65M +13,432 +20%
AA
179
Alesco Advisors
New York
$15.5M -$472K -2,395 -3%
RFA
180
RTD Financial Advisors
Pennsylvania
$15.2M -$504K -2,558 -3%
SW
181
SteelPeak Wealth
California
$15.2M +$907K +4,600 +6%
BTWM
182
Brass Tax Wealth Management
Ohio
$14.9M -$1.58K -8 -0%
PFA
183
Pettinga Financial Advisors
Indiana
$14.9M -$255K -1,291 -2%
SHJ
184
Sharkey, Howes & Javer
Colorado
$14.8M +$192K +973 +1%
PA
185
Prism Advisors
California
$14.6M +$13.8M +69,825 +1,626%
SFO
186
Stokes Family Office
Louisiana
$14.6M +$368K +1,864 +3%
HFA
187
High Falls Advisors
New York
$14.5M -$151K -768 -1%
BCM
188
Brookstone Capital Management
Illinois
$14.4M +$589K +2,985 +4%
TNBTD
189
Trustmark National Bank Trust Department
Mississippi
$14.4M +$121K +616 +0.9%
PP
190
Prosperity Planning
Missouri
$14.4M -$1.69M -8,550 -11%
SHIM
191
Stone House Investment Management
Pennsylvania
$14.3M +$532K +2,696 +4%
Cerity Partners
192
Cerity Partners
New York
$14.3M +$245K +1,243 +2%
PCA
193
Prosperity Capital Advisors
Ohio
$14.2M +$1.58M +8,033 +13%
TPI
194
Trust Point Inc
Wisconsin
$14.1M +$15.8K +80 +0.1%
UB
195
UMB Bank
Missouri
$14M -$1.12M -5,689 -7%
IWMWV
196
Ironwood Wealth Management (West Virginia)
West Virginia
$13.9M -$155K -786 -1%
KFP
197
KMG Fiduciary Partners
Ohio
$13.8M -$578K -2,929 -4%
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8M -$127K -645 -0.9%
HGWM
199
Horst & Graben Wealth Management
Oregon
$13.7M +$307K +1,557 +2%
IWM
200
IHT Wealth Management
Illinois
$13.5M +$5.65M +28,670 +72%
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