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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 %
RIA
351
Regal Investment Advisors
Michigan
$5.04M +$3.92M +20,996 +350%
AR
352
Apeiron RIA
Texas
$5.04M +$5.04M +26,978 New
IA
353
IFP Advisors
Florida
$4.96M +$1.14M +6,111 +30%
COCM
354
Charter Oak Capital Management
New Hampshire
$4.92M -$263K -1,409 -5%
WFAG
355
Wescott Financial Advisory Group
Pennsylvania
$4.84M +$197K +1,053 +4%
NG
356
Norden Group
Utah
$4.82M +$4.82M +25,811 New
WAL
357
W Advisors LLC
Tennessee
$4.81M +$802K +4,294 +20%
HWA
358
Hilltop Wealth Advisors
North Carolina
$4.81M -$113K -606 -2%
QWP
359
Quotient Wealth Partners
Texas
$4.79M -$314K -1,679 -6%
SL
360
SWMG LLC
Texas
$4.78M +$4.78M +25,582 New
FAM
361
Forte Asset Management
New York
$4.74M +$4.74M +25,367 New
RWS
362
Resolute Wealth Strategies
Mississippi
$4.65M -$2.92M -15,604 -39%
First Trust Advisors
363
First Trust Advisors
Illinois
$4.62M -$17.2K -92 -0.4%
SFP
364
Sterling Financial Planning
New Jersey
$4.62M -$32.5K -174 -0.7%
Natixis Advisors
365
Natixis Advisors
Massachusetts
$4.62M +$1.09M +5,812 +31%
AL
366
ACAS LLC
California
$4.6M -$43.7K -234 -0.9%
MFA
367
Mayflower Financial Advisors
Massachusetts
$4.58M +$3.55M +18,987 +342%
CWM
368
Cranbrook Wealth Management
Michigan
$4.58M +$110K +590 +2%
PPC
369
Park Place Capital
Alabama
$4.53M +$747 +4 +0%
CIBC Private Wealth Group
370
CIBC Private Wealth Group
Georgia
$4.51M +$473K +2,548 +12%
EC
371
Estate Counselors
Wisconsin
$4.5M -$517K -2,770 -10%
PBO
372
Peoples Bank (Ohio)
Ohio
$4.5M +$931K +4,985 +26%
GEA
373
Glen Eagle Advisors
New Jersey
$4.49M -$65.9K -353 -1%
IP
374
Investment Partners
Ohio
$4.47M -$22.6K -121 -0.5%
EWM
375
Evercore Wealth Management
New York
$4.46M -$28.2K -151 -0.6%
13 14
15
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