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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 %
FMWA
276
Forvis Mazars Wealth Advisors
Missouri
$7.97M +$957K +5,122 +14%
IWC
277
Integrated Wealth Concepts
Massachusetts
$7.92M +$3.49M +18,672 +79%
IWM
278
IHT Wealth Management
Illinois
$7.9M +$5.97M +31,974 +310%
GWM
279
Geneos Wealth Management
Colorado
$7.86M -$13.5K -72 -0.2%
SWM
280
Soundmark Wealth Management
Washington
$7.78M +$747 +4 +0%
BFS
281
Bradley Foster & Sargent
Connecticut
$7.7M +$374 +2 +0%
OWA
282
Opal Wealth Advisors
New York
$7.7M -$84.4K -452 -1%
EWA
283
EP Wealth Advisors
California
$7.55M +$66.9K +358 +0.9%
SEI Investments
284
SEI Investments
Pennsylvania
$7.47M -$823K -4,404 -10%
EWA
285
Exencial Wealth Advisors
Oklahoma
$7.43M -$799K -4,278 -10%
PFG
286
Pacific Financial Group
Washington
$7.43M +$76K +407 +1%
UAS
287
United Asset Strategies
New York
$7.39M -$329K -1,759 -4%
PFG
288
PAX Financial Group
Texas
$7.38M +$130K +694 +2%
NF
289
Nvest Financial
New Hampshire
$7.31M -$138K -737 -2%
FFN
290
Focus Financial Network
Minnesota
$7.21M -$237K -1,338 -3%
Millennium Management
291
Millennium Management
New York
$7.2M +$3.42M +18,298 +90%
SIA
292
Soltis Investment Advisors
Utah
$7.18M +$625K +3,343 +10%
Corient Private Wealth
293
Corient Private Wealth
Florida
$7.15M +$662K +3,545 +10%
PCIA
294
Prime Capital Investment Advisors
Kansas
$7.12M +$3.46M +18,516 +95%
BEC
295
Blue Edge Capital
Virginia
$7.11M +$618K +3,309 +10%
AllianceBernstein
296
AllianceBernstein
Tennessee
$7.1M +$2.54M +13,622 +56%
AC
297
Avestar Capital
New York
$7.08M +$7.08M +37,890 New
PFA
298
Pure Financial Advisors
California
$7.07M -$159K -853 -2%
SS
299
Sunbelt Securities
Texas
$7.03M -$190K -1,017 -3%
CAL
300
Capital Advisors Ltd
Ohio
$7.02M +$560K +2,996 +9%
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