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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 %
PPC
376
Park Place Capital
Alabama
$4.09M -$327K -1,795 -7%
ATPW
377
Ashton Thomas Private Wealth
Arizona
$4.06M +$114K +626 +3%
CFP
378
Catalyst Financial Partners
Massachusetts
$4.05M -$6.76M -37,133 -63%
BFS
379
Bare Financial Services
Pennsylvania
$4.04M +$4.39K +23 +0.1%
HIA
380
Harbor Investment Advisory
Maryland
$4.04M -$188K -1,034 -4%
LWL
381
Leo Wealth LLC
Texas
$4.03M +$362 +2 +0%
OC
382
Oppenheimer & Co
New York
$4.02M +$2.19M +12,049 +120%
HCM
383
Hudson Capital Management
New Jersey
$3.99M -$76.8K -422 -2%
ST
384
Smithfield Trust
Pennsylvania
$3.99M -$35.5K -195 -0.9%
SWA
385
Sax Wealth Advisors
New Jersey
$3.97M +$456K +2,503 +13%
LFAS
386
Level Four Advisory Services
Texas
$3.96M +$85.7K +471 +2%
AC
387
Anson Capital
Georgia
$3.94M +$3.94M +21,679 New
MW
388
Maia Wealth
Colorado
$3.93M +$3.93M +21,075 New
DBIA
389
Dumont & Blake Investment Advisors
New Jersey
$3.92M +$2.05M +11,270 +110%
AAS
390
Ameritas Advisory Services
Nebraska
$3.89M +$193K +1,058 +5%
CJH
391
Christopher J. Hasenberg
Wisconsin
$3.87M +$302K +1,657 +8%
EDRIA
392
Edmonds Duncan Registered Investment Advisors
Kansas
$3.85M -$287K -1,579 -7%
PFS
393
Prospera Financial Services
Texas
$3.84M +$306K +1,679 +9%
NA
394
Nottingham Advisors
New York
$3.79M -$102K -560 -3%
FWP
395
Falcon Wealth Planning
California
$3.78M -$71.3K -392 -2%
JHCP
396
Jackson Hole Capital Partners
Oklahoma
$3.78M -$32.4K -178 -0.9%
GPW
397
Gray Private Wealth
Massachusetts
$3.75M -$254K -1,398 -6%
ATS
398
Ashton Thomas Securities
New York
$3.75M +$3.75M +20,599 New
GS
399
GTS Securities
New York
$3.67M +$831K +4,565 +29%
WAS
400
Wealth Advisory Solutions
Indiana
$3.65M -$45K -247 -1%
14 15
16
17 18