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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 %
LNC
376
Lincoln National Corp
Pennsylvania
$4.46M +$2.1M +11,263 +89%
CIS
377
Custom Index Systems
New York
$4.44M +$1.45M +7,740 +48%
CPIG
378
Chicago Partners Investment Group
Illinois
$4.36M +$17K +94 +0.4%
HIA
379
Harbor Investment Advisory
Maryland
$4.34M +$201K +1,075 +5%
PB
380
Pinnacle Bancorp
Nebraska
$4.32M -$75.3K -403 -2%
Franklin Resources
381
Franklin Resources
California
$4.32M -$2.15M -11,534 -33%
WB
382
WesBanco Bank
West Virginia
$4.3M -$185K -988 -4%
SW
383
Simplicity Wealth
New Jersey
$4.3M +$4.3M +23,001 New
FCFC
384
First Commonwealth Financial Corp
Pennsylvania
$4.29M -$89.9K -481 -2%
EDRIA
385
Edmonds Duncan Registered Investment Advisors
Kansas
$4.25M -$25K -134 -0.6%
HCM
386
Hudson Capital Management
New Jersey
$4.18M -$627K -3,354 -13%
LWL
387
Leo Wealth LLC
Texas
$4.13M +$3.16K +17 +0.1%
ST
388
Smithfield Trust
Pennsylvania
$4.13M -$110K -587 -3%
GPW
389
Gray Private Wealth
Massachusetts
$4.11M +$4.11M +22,009 New
FA
390
Flagstar Advisors
New York
$4.09M +$483K +2,588 +13%
SWM
391
SigFig Wealth Management
California
$4.08M +$4.08M +21,843 New
ATPW
392
Ashton Thomas Private Wealth
Arizona
$4.05M +$183K +978 +5%
NA
393
Nottingham Advisors
New York
$3.99M -$239K -1,280 -6%
FWP
394
Falcon Wealth Planning
California
$3.96M -$39.6K -212 -1%
SIAS
395
Summit Investment Advisory Services
Minnesota
$3.93M -$135K -725 -3%
JHCP
396
Jackson Hole Capital Partners
Oklahoma
$3.91M +$99.9K +535 +3%
TRIA
397
Trail Ridge Investment Advisors
Colorado
$3.82M -$300K -1,604 -7%
TI
398
Truepoint Inc
Ohio
$3.8M +$26.5K +142 +0.7%
WAS
399
Wealth Advisory Solutions
Indiana
$3.79M +$3.79M +20,274 New
SCM
400
Stordahl Capital Management
Colorado
$3.78M -$34K -182 -0.9%
14 15
16
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