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iShares S&P 500 Value ETF
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Overview Fund Activity

1,347 hedge funds and large institutions have $26.4B invested in iShares S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 489 increasing their positions, 420 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
Holders Change
+97
Holders Change %
+7.76%
% of All Funds
19.53%
Holding in Top 10
127
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+13.39%
% of All Funds
1.84%
New
183
Increased
489
Reduced
420
Closed
68
Calls
$22.9M
Puts
$1.74M
Net Calls
+$21.1M
Net Calls Change
-$7.54M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.23B
2
LPL Financial
2
LPL Financial
California
$758M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$263M
4
BlackRock
4
BlackRock
New York
$235M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$257M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.28B
2
HNB
2
Huntington National Bank
Ohio
$187M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$105M
5
Lido Advisors
5
Lido Advisors
California
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
226
Associated Banc-Corp
Wisconsin
$10.8M +$215K +1,149 +2%
AIA
227
Alera Investment Advisors
Illinois
$10.8M -$3.01M -16,119 -22%
LWM
228
Liberty Wealth Management
California
$10.7M +$10.2M +54,864 +2,215%
KPWG
229
KFA Private Wealth Group
Virginia
$10.7M +$88.9K +476 +0.8%
CAM
230
Cresset Asset Management
Illinois
$10.7M +$878K +4,702 +9%
CFP
231
Catalyst Financial Partners
Massachusetts
$10.5M -$1.03M -5,860 -9%
SWMP
232
Signature Wealth Management Partners
New Jersey
$10.4M +$598K +3,201 +6%
LIA
233
LBMC Investment Advisors
Tennessee
$10.3M +$105K +561 +1%
OPS
234
Orion Portfolio Solutions
Nebraska
$10.3M +$9.31M +49,815 +934%
BCI
235
Brinker Capital Investments
Pennsylvania
$10.3M +$9.31M +49,815 +934%
AIA
236
Alternative Investment Advisors
Florida
$10.2M +$10.2M +55,150 New
TFGT
237
TS Financial Group (TSFG)
Illinois
$10M +$7.32M +39,197 +271%
AIM
238
Acropolis Investment Management
Missouri
$9.99M -$150K -805 -1%
AT
239
Arlington Trust
Alabama
$9.94M +$741K +3,964 +8%
PWM
240
Perigon Wealth Management
California
$9.93M +$9.53M +51,006 +2,369%
GPA
241
Guidance Point Advisors
Massachusetts
$9.92M +$40.4K +216 +0.4%
AMG
242
Asset Management Group
Connecticut
$9.9M -$92.7K -496 -0.9%
KPWS
243
Kestra Private Wealth Services
Texas
$9.74M +$3.62M +19,396 +59%
SPIA
244
Steward Partners Investment Advisory
New York
$9.72M +$6.06M +32,423 +165%
MMRF
245
Michelson Medical Research Foundation
California
$9.7M – – –
FFA
246
Farther Finance Advisors
California
$9.63M +$5.19M +27,947 +117%
PCA
247
Prosperity Capital Advisors
Ohio
$9.62M +$9.62M +51,478 New
KFSC
248
Keystone Financial Services (Colorado)
Colorado
$9.56M +$9.56M +51,177 New
PFP
249
Pinnacle Financial Partners
Tennessee
$9.54M -$188K -1,004 -2%
IC
250
IEQ Capital
California
$9.52M +$47.3K +253 +0.5%
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