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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 %
UAS
276
United Asset Strategies
New York
$7.2M +$5.46K +30 +0.1%
SIA
277
Soltis Investment Advisors
Utah
$7.18M +$184K +1,010 +3%
NF
278
Nvest Financial
New Hampshire
$7.15M +$28K +154 +0.4%
SS
279
Sunbelt Securities
Texas
$7.1M +$252K +1,382 +4%
FAM
280
Forte Asset Management
New York
$7.08M +$2.46M +13,538 +53%
T
281
TNF
Montana
$7.08M +$825K +4,419 +13%
PFG
282
Pacific Financial Group
Washington
$7.05M -$187K -1,026 -3%
EWA
283
EP Wealth Advisors
California
$7.04M -$322K -1,770 -4%
William Blair & Company
284
William Blair & Company
Illinois
$6.96M +$549K +3,016 +9%
AllianceBernstein
285
AllianceBernstein
Tennessee
$6.92M -$5.64K -31 -0.1%
FCC
286
Florin Court Capital
United Kingdom
$6.9M -$6.02M -33,100 -47%
AG
287
Ascent Group
Virginia
$6.84M +$1.51M +8,308 +28%
PFA
288
Pure Financial Advisors
California
$6.81M -$83K -456 -1%
OAP
289
One Advisory Partners
Kansas
$6.76M +$273K +1,499 +4%
WP
290
WealthShield Partners
North Carolina
$6.68M +$180K +990 +3%
HCA
291
Heck Capital Advisors
Wisconsin
$6.68M +$1.13M +6,217 +20%
SCA
292
Snowden Capital Advisors
New York
$6.66M +$549K +3,014 +9%
DWP
293
Daymark Wealth Partners
Ohio
$6.62M +$6.28M +34,512 +1,857%
BEC
294
Blue Edge Capital
Virginia
$6.61M -$314K -1,726 -5%
SWA
295
Stratos Wealth Advisors
Ohio
$6.54M +$329K +1,810 +5%
AIA
296
Arcadia Investment Advisors
Idaho
$6.54M -$5.35M -29,403 -45%
AC
297
Avestar Capital
New York
$6.52M -$374K -2,055 -5%
BFA
298
BBJS Financial Advisors
Washington
$6.51M +$7.46K +41 +0.1%
T
299
Tidemark
California
$6.49M +$2.94M +16,140 +83%
FMWA
300
Forvis Mazars Wealth Advisors
Missouri
$6.47M -$1.3M -7,119 -17%
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