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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 %
WWM
251
Western Wealth Management
Colorado
$8.74M +$107K +587 +1%
SWM
252
Scissortail Wealth Management
Oklahoma
$8.7M +$60.4K +332 +0.7%
HWM
253
HB Wealth Management
Georgia
$8.68M +$40K +220 +0.5%
FWP
254
FAS Wealth Partners
Kansas
$8.6M +$43.7K +240 +0.5%
HI
255
Harbour Investments
Wisconsin
$8.29M +$465K +2,557 +6%
CAG
256
Csenge Advisory Group
Florida
$8.23M -$34K -187 -0.4%
LWP
257
LMG Wealth Partners
Louisiana
$8.2M +$70.1K +385 +0.9%
RA
258
Rodgers & Associates
Pennsylvania
$8.11M -$91.6K -503 -1%
FFN
259
Focus Financial Network
Minnesota
$8.04M +$283K +1,486 +4%
EFG
260
Ehrlich Financial Group
California
$7.94M +$1.58M +8,672 +25%
AWE
261
Avidian Wealth Enterprises
Texas
$7.85M -$554K -3,044 -7%
GVAG
262
Great Valley Advisor Group
Delaware
$7.77M -$37.5K -206 -0.5%
TWM
263
TSA Wealth Management
Texas
$7.67M -$269K -1,477 -3%
GWM
264
Geneos Wealth Management
Colorado
$7.62M -$35.3K -194 -0.5%
Corient Private Wealth
265
Corient Private Wealth
Florida
$7.59M +$625K +3,432 +9%
CIA
266
Concurrent Investment Advisors
Florida
$7.41M -$11.1M -61,020 -60%
PFG
267
PAX Financial Group
Texas
$7.33M +$138K +760 +2%
BFS
268
Bradley Foster & Sargent
Connecticut
$7.32M -$184K -1,012 -2%
CA
269
Centerpoint Advisors
Massachusetts
$7.3M -$605K -3,326 -8%
IWM
270
IHT Wealth Management
Illinois
$7.25M -$453K -2,487 -6%
SEI Investments
271
SEI Investments
Pennsylvania
$7.23M -$48.6K -267 -0.7%
OWA
272
Opal Wealth Advisors
New York
$7.23M -$269K -1,476 -4%
CWS
273
Cypress Wealth Services
California
$7.23M +$685K +3,766 +10%
CAL
274
Capital Advisors Ltd
Ohio
$7.22M +$376K +2,067 +5%
EWA
275
Exencial Wealth Advisors
Oklahoma
$7.21M -$35.3K -194 -0.5%
9 10
11
12 13