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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
Kovitz Investment Group Partners
Illinois
$86.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.25B
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$118M
4
KOC
Koss-Olinger Consulting
Florida
$55.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$167M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$178M
2
UFF
USA Financial Formulas
Michigan
$0
3
MWM
Modern Wealth Management
Kansas
$1.5M
4
EW
Evoke Wealth
California
$0
5
PRS
Pinkerton Retirement Specialists
Idaho
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
351
First Trust Advisors
Illinois
$4.57M +$65.3K +359 +1%
VPP
352
Vertex Planning Partners
Illinois
$4.56M +$916K +5,035 +25%
WWA
353
WCG Wealth Advisors
Nevada
$4.54M +$4.54M +24,918 New
COCM
354
Charter Oak Capital Management
New Hampshire
$4.51M -$278K -1,525 -6%
RWS
355
Resolute Wealth Strategies
Mississippi
$4.51M -$19.8K -109 -0.4%
CWM
356
Cranbrook Wealth Management
Michigan
$4.49M +$30.2K +166 +0.7%
Franklin Resources
357
Franklin Resources
California
$4.47M +$262K +1,437 +6%
SW
358
Simplicity Wealth
New Jersey
$4.45M +$267K +1,466 +6%
NFG
359
Nations Financial Group
Iowa
$4.41M +$950K +5,222 +27%
CIBC Private Wealth Group
360
CIBC Private Wealth Group
Georgia
$4.39M -$16.5K -91 -0.4%
SFP
361
Sterling Financial Planning
New Jersey
$4.39M -$108K -594 -2%
AL
362
ACAS LLC
California
$4.39M -$315K -1,652 -7%
IP
363
Investment Partners
Ohio
$4.35M -$4.91K -27 -0.1%
SCM
364
SCS Capital Management
Massachusetts
$4.34M -$945K -5,193 -18%
GEA
365
Glen Eagle Advisors
New Jersey
$4.33M -$43K -236 -1%
DSA
366
Davis Selected Advisers
Arizona
$4.31M +$4.31M +23,681 New
EWM
367
Evercore Wealth Management
New York
$4.31M -$36.4K -200 -0.8%
CPIG
368
Chicago Partners Investment Group
Illinois
$4.3M -$284K -1,491 -6%
QWP
369
Quotient Wealth Partners
Texas
$4.28M -$388K -2,130 -8%
D
370
Dentgroup
Louisiana
$4.22M +$3.41M +18,723 +419%
PB
371
Pinnacle Bancorp
Nebraska
$4.21M -$2.55K -14 -0.1%
FA
372
Flagstar Advisors
New York
$4.17M +$178K +980 +4%
SWM
373
SigFig Wealth Management
California
$4.13M +$157K +862 +4%
WB
374
WesBanco Bank
West Virginia
$4.11M -$81.5K -448 -2%
AF
375
Advisornet Financial
Minnesota
$4.1M -$1.28M -7,042 -24%
13 14
15
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