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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
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Wells Fargo
4
Wells Fargo
California
$1.37B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.36B
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.36B 17,023,645 -634,270 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.55B 12,941,985 +561,588 +5%
Morgan Stanley
3
Morgan Stanley
New York
$2.47B 12,525,927 +126,161 +1%
Bank of America
4
Bank of America
North Carolina
$1.57B 7,947,841 +223,242 +3%
Wells Fargo
5
Wells Fargo
California
$1.37B 6,948,326 -728,417 -9%
LPL Financial
6
LPL Financial
California
$873M 4,430,080 +171,463 +4%
UBS Group
7
UBS Group
Switzerland
$694M 3,519,391 -13,190 -0.4%
Stifel Financial
8
Stifel Financial
Missouri
$491M 2,488,560 +60,868 +3%
Goldman Sachs
9
Goldman Sachs
New York
$467M 2,366,444 -2,208,525 -48%
Ameriprise
10
Ameriprise
Minnesota
$450M 2,283,423 -195,811 -8%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$390M 1,975,642 +139,651 +8%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$291M 1,478,333 +53,617 +4%
US Bancorp
13
US Bancorp
Minnesota
$291M 1,478,004 -82,113 -5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$289M 1,465,294 +60,123 +4%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$286M 1,451,914 -13,765 -0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$251M 1,275,535 -46,396 -4%
BlackRock
17
BlackRock
New York
$245M 1,242,437 -13,967 -1%
Mariner
18
Mariner
Kansas
$218M 1,106,232 -6,220 -0.6%
HNB
19
Huntington National Bank
Ohio
– – – –
M&T Bank
20
M&T Bank
New York
$193M 976,920 -36,801 -4%
Lido Advisors
21
Lido Advisors
California
$190M 965,585 +340,905 +55%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$182M 925,353 -129,938 -12%
PAS
23
Park Avenue Securities
New York
$177M 895,916 -21,202 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$167M 848,238 -11,509 -1%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$165M 834,488 -9,673 -1%
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