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iShares S&P 500 Value ETF
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Overview Fund Activity

1,353 hedge funds and large institutions have $25.6B invested in iShares S&P 500 Value ETF in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 501 increasing their positions, 462 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
19.68%
Holding in Top 10
109
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-14.17%
% of All Funds
1.59%
New
99
Increased
501
Reduced
462
Closed
76
Calls
$19.7M
Puts
$1.27M
Net Calls
+$18.4M
Net Calls Change
-$2.76M

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$86.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.25B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$118M
4
KOC
4
Koss-Olinger Consulting
Florida
$55.9M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$167M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$178M
2
UFF
2
USA Financial Formulas
Michigan
$0
3
MWM
3
Modern Wealth Management
Kansas
$1.5M
4
EW
4
Evoke Wealth
California
$0
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
226
Liberty Wealth Management
California
$10.2M +$8.75M +354,613 +618%
AIA
227
Alternative Investment Advisors
Florida
$10.1M +$63.7K +350 +0.6%
PA
228
Parallel Advisors
California
$10M +$1.06M +5,847 +12%
CAM
229
Cresset Asset Management
Illinois
$9.96M -$420K -2,309 -4%
DA
230
Detalus Advisors
Missouri
$9.89M -$744K -4,085 -7%
FEG
231
Financial Enhancement Group
Indiana
$9.86M +$20.1K +106 +0.2%
PWA
232
Physician Wealth Advisors
Utah
$9.86M +$617K +3,260 +7%
AIM
233
Acropolis Investment Management
Missouri
$9.8M +$70.3K +386 +0.7%
IW
234
Instrumental Wealth
Florida
$9.8M +$667K +3,564 +7%
SPIA
235
Steward Partners Investment Advisory
New York
$9.78M +$309K +1,695 +3%
AT
236
Arlington Trust
Alabama
$9.77M +$81.7K +449 +0.8%
FHA
237
First Horizon Advisors
Tennessee
$9.77M +$1.39M +7,634 +17%
AMG
238
Asset Management Group
Connecticut
$9.69M +$42.8K +235 +0.4%
KFSC
239
Keystone Financial Services (Colorado)
Colorado
$9.65M +$340K +1,867 +4%
BOS
240
Bank of Stockton
California
$9.58M -$1.41M -7,740 -13%
MMRF
241
Michelson Medical Research Foundation
California
$9.45M – – –
SFS
242
Security Financial Services
Indiana
$9.39M +$494K +2,715 +6%
IC
243
IEQ Capital
California
$9.36M +$79.2K +435 +0.9%
OWA
244
One Wealth Advisors
California
$9.31M +$532K +2,867 +6%
ASN
245
Advisory Services Network
Georgia
$9.31M +$2.79M +15,347 +43%
EA
246
Efficient Advisors
Ohio
$9.25M -$1.85M -10,173 -17%
LIA
247
LBMC Investment Advisors
Tennessee
$9.21M -$831K -4,566 -8%
CAL
248
Capital Analysts LLC
Pennsylvania
$9.18M +$1.04M +5,725 +13%
CFGS
249
Concourse Financial Group Securities
Alabama
$9.06M -$36.9K -203 -0.4%
PFP
250
Pinnacle Financial Partners
Tennessee
$8.82M -$500K -2,742 -5%
8 9
10
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