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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 %
MA
251
Mutual Advisors
Nebraska
$9.4M -$1.89M -10,137 -17%
CFGS
252
Concourse Financial Group Securities
Alabama
$9.33M +$6.39M +34,221 +217%
FEG
253
Financial Enhancement Group
Indiana
$9.29M +$225K +1,260 +2%
PA
254
Parallel Advisors
California
$9.21M +$249K +1,335 +3%
SFS
255
Security Financial Services
Indiana
$9.13M +$8.48M +45,375 +1,295%
IW
256
Instrumental Wealth
Florida
$8.89M -$1.73M -9,497 -16%
SWM
257
Scissortail Wealth Management
Oklahoma
$8.87M +$8.87M +47,479 New
HWM
258
HB Wealth Management
Georgia
$8.87M -$393K -2,106 -4%
WWM
259
Western Wealth Management
Colorado
$8.86M -$274K -1,465 -3%
TC
260
TownSquare Capital
Utah
$8.85M +$5.14M +27,538 +139%
OWA
261
One Wealth Advisors
California
$8.83M +$8.4M +44,985 +1,961%
FWP
262
FAS Wealth Partners
Kansas
$8.79M +$20.4K +109 +0.2%
FHC
263
First Heartland Consultants
Missouri
$8.74M +$1.9M +10,177 +28%
DS
264
DRW Securities
Illinois
$8.7M +$8.7M +46,561 New
AWE
265
Avidian Wealth Enterprises
Texas
$8.63M +$415K +2,223 +5%
PWA
266
Physician Wealth Advisors
Utah
$8.63M +$8.39M +47,456 +3,482%
FHA
267
First Horizon Advisors
Tennessee
$8.6M +$4.27M +22,874 +99%
CAG
268
Csenge Advisory Group
Florida
$8.48M +$1.79M +9,568 +27%
RA
269
Rodgers & Associates
Pennsylvania
$8.42M -$36.6K -196 -0.4%
CAL
270
Capital Analysts LLC
Pennsylvania
$8.35M +$695K +3,722 +9%
LWP
271
LMG Wealth Partners
Louisiana
$8.34M -$59K -316 -0.7%
TWM
272
TSA Wealth Management
Texas
$8.15M +$8.15M +43,617 New
CA
273
Centerpoint Advisors
Massachusetts
$8.11M -$206K -1,102 -2%
HI
274
Harbour Investments
Wisconsin
$8.03M +$2.49M +13,310 +45%
GVAG
275
Great Valley Advisor Group
Delaware
$8.01M -$467K -2,500 -6%
9 10
11
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