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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 %
PFA
326
Pathway Financial Advisors
Vermont
$5.37M -$22.8K -125 -0.4%
CIAS
327
CFS Investment Advisory Services
New Jersey
$5.37M +$5.37M +29,476 New
Natixis Advisors
328
Natixis Advisors
Massachusetts
$5.22M +$720K +3,954 +16%
BHWM
329
Bay Harbor Wealth Management
Maryland
$5.19M +$68.1K +374 +1%
IA
330
IFP Advisors
Florida
$5.19M +$354K +1,943 +7%
KWM
331
Keebeck Wealth Management
Illinois
$5.18M +$128K +703 +3%
FSWA
332
Financial Synergies Wealth Advisors
Texas
$5.17M -$16.2K -89 -0.3%
AWM
333
Apollon Wealth Management
South Carolina
$5.11M +$175K +964 +4%
RIA
334
Regal Investment Advisors
Michigan
$5.1M +$183K +1,007 +4%
AR
335
Apeiron RIA
Texas
$5.08M +$168K +924 +3%
TC
336
TownSquare Capital
Utah
$5.06M -$3.57M -19,606 -41%
LSA
337
Lansing Street Advisors
Pennsylvania
$5M -$40.2K -221 -0.8%
D.E. Shaw & Co
338
D.E. Shaw & Co
New York
$4.97M +$4.97M +27,331 New
FMTC
339
Farmers & Merchants Trust Company
California
$4.97M +$4.24M +23,319 +583%
OCFG
340
O'Connor Financial Group
Illinois
$4.93M -$72.6K -399 -1%
PCIG
341
Partners Capital Investment Group
Massachusetts
$4.92M +$2.47M +13,578 +101%
MFA
342
Mayflower Financial Advisors
Massachusetts
$4.86M +$399K +2,194 +9%
SL
343
SWMG LLC
Texas
$4.85M +$198K +1,087 +4%
BCWM
344
Bartlett & Co Wealth Management
Ohio
$4.8M -$721K -3,959 -13%
WAL
345
W Advisors LLC
Tennessee
$4.77M +$86.6K +476 +2%
DWT
346
Dorsey & Whitney Trust
South Dakota
$4.72M +$1.19M +6,536 +34%
AFP
347
Ausdal Financial Partners
Iowa
$4.65M +$4.65M +25,529 New
HW
348
Hancock Whitney
Mississippi
$4.64M -$623K -3,425 -12%
PBO
349
Peoples Bank (Ohio)
Ohio
$4.63M +$246K +1,351 +6%
HWA
350
Hilltop Wealth Advisors
North Carolina
$4.61M -$78.6K -432 -2%
12 13
14
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