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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
Envestnet Asset Management
Illinois
$2.23B
2
LPL Financial
LPL Financial
California
$758M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$263M
4
BlackRock
BlackRock
New York
$235M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$257M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.28B
2
HNB
Huntington National Bank
Ohio
$187M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
4
Osaic Holdings
Osaic Holdings
Arizona
$105M
5
Lido Advisors
Lido Advisors
California
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
301
B. Riley Wealth Advisors
Florida
$7.01M +$2.23M +14,388 +46%
CWS
302
Cypress Wealth Services
California
$6.72M +$6.72M +35,952 New
ASN
303
Advisory Services Network
Georgia
$6.68M +$2.27M +12,147 +51%
BFA
304
BBJS Financial Advisors
Washington
$6.68M -$1.22M -6,526 -15%
WP
305
WealthShield Partners
North Carolina
$6.68M +$4.99M +26,717 +296%
OAP
306
One Advisory Partners
Kansas
$6.66M +$6.66M +35,659 New
VC
307
Vicus Capital
Pennsylvania
$6.66M -$140K -749 -2%
William Blair & Company
308
William Blair & Company
Illinois
$6.58M -$101K -539 -2%
SIG
309
Stonegate Investment Group
Alabama
$6.56M +$2.8M +14,993 +75%
EFG
310
Ehrlich Financial Group
California
$6.53M +$2.11M +11,320 +48%
WJA
311
Willis Johnson & Associates
Texas
$6.53M -$554K -2,963 -8%
TF
312
Trek Financial
Arizona
$6.49M +$6.49M +34,752 New
YIA
313
YHB Investment Advisors
Connecticut
$6.47M -$240K -1,286 -4%
SWA
314
Stratos Wealth Advisors
Ohio
$6.37M +$3.26M +17,461 +105%
PIS
315
POM Investment Strategies
North Carolina
$6.37M +$6.36M +34,042 +54,035%
DL
316
DOHJ LLC
Washington
$6.33M +$1.16M +6,230 +23%
SCA
317
Snowden Capital Advisors
New York
$6.28M +$5.46M +29,252 +673%
BAM
318
Belpointe Asset Management
Nevada
$6.17M +$930K +4,976 +18%
RWM
319
RKL Wealth Management
Pennsylvania
$6.17M -$1.12M -5,974 -15%
NB
320
Nicolet Bankshares
Wisconsin
$6.17M – – –
SIAM
321
Sterling Investment Advisors (Missouri)
Missouri
$6.11M -$303K -1,620 -5%
SAG
322
Spotlight Asset Group
Illinois
$6.11M -$177K -946 -3%
T
323
TNF
Montana
$6.07M +$6.07M +33,505 New
TIM
324
Tortoise Investment Management
New York
$5.97M -$139K -745 -2%
EL
325
EQ LLC
Washington
$5.95M +$5.95M +31,871 New
11 12
13
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