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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 %
SC
301
Sepio Capital
Utah
$6.4M -$5.03M -27,620 -44%
SIG
302
Stonegate Investment Group
Alabama
$6.39M – – –
FTS
303
Fifth Third Securities
Ohio
$6.37M +$1.02M +5,618 +19%
VC
304
Vicus Capital
Pennsylvania
$6.35M -$138K -756 -2%
YIA
305
YHB Investment Advisors
Connecticut
$6.33M +$28.9K +159 +0.5%
WJA
306
Willis Johnson & Associates
Texas
$6.29M -$70.6K -388 -1%
TF
307
Trek Financial
Arizona
$6.24M -$87.4K -480 -1%
PCIA
308
Prime Capital Investment Advisors
Kansas
$6.1M -$835K -4,590 -12%
EL
309
EQ LLC
Washington
$6.03M +$232K +1,273 +4%
NB
310
Nicolet Bankshares
Wisconsin
$6.01M – – –
QPWM
311
Quadrant Private Wealth Management
Pennsylvania
$5.9M +$568K +3,119 +11%
SAG
312
Spotlight Asset Group
Illinois
$5.87M -$78.6K -432 -1%
RWM
313
RKL Wealth Management
Pennsylvania
$5.83M -$186K -1,022 -3%
P
314
&Partners
Tennessee
$5.8M +$5.47M +30,032 +1,655%
TIM
315
Tortoise Investment Management
New York
$5.77M -$45.3K -249 -0.8%
KFS
316
Kelly Financial Services
Massachusetts
$5.71M +$313K +1,719 +6%
SL
317
Sentinus LLC
Illinois
$5.64M +$525K +2,885 +10%
SIAM
318
Sterling Investment Advisors (Missouri)
Missouri
$5.63M -$325K -1,784 -5%
WANY
319
Wealthspire Advisors (New York)
New York
$5.61M +$5.46K +30 +0.1%
RA
320
RFG Advisory
Alabama
$5.57M +$64.3K +353 +1%
Susquehanna International Group
321
Susquehanna International Group
Pennsylvania
$5.5M +$3.06M +16,829 +126%
SC
322
Sapient Capital
Indiana
$5.48M -$1.09K -6 -0%
AWP
323
Avid Wealth Partners
Texas
$5.43M +$287K +1,578 +6%
WFAG
324
Wescott Financial Advisory Group
Pennsylvania
$5.42M +$703K +3,861 +15%
Brown Advisory
325
Brown Advisory
Maryland
$5.41M -$271K -1,491 -5%
11 12
13
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