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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 %
RL
401
Rogco LP
Oklahoma
$3.63M – – –
FWP
402
Firethorn Wealth Partners
Georgia
$3.6M +$170K +932 +5%
SIS
403
Sound Income Strategies
Florida
$3.53M +$1.06M +5,841 +43%
RB
404
Renasant Bank
Mississippi
$3.52M -$150K -825 -4%
BCM
405
BTC Capital Management
Iowa
$3.51M – – –
GLLW
406
Graves Light Lenhart Wealth
Virginia
$3.5M -$39.5K -218 -1%
TI
407
Truepoint Inc
Ohio
$3.48M -$218K -1,199 -6%
ELC
408
Edgar Lomax Company
Virginia
$3.48M -$6.73K -37 -0.2%
TRIA
409
Trail Ridge Investment Advisors
Colorado
$3.45M -$270K -1,485 -7%
BAM
410
Belpointe Asset Management
Nevada
$3.43M -$2.59M -14,234 -43%
FAM
411
Family Asset Management
South Carolina
$3.43M -$125K -688 -4%
FTUS
412
Flow Traders U.S.
New York
$3.4M +$252K +1,383 +8%
SCA
413
St. Clair Advisors
Ohio
$3.4M – – –
FCFC
414
First Commonwealth Financial Corp
Pennsylvania
$3.37M -$818K -4,493 -20%
TVM
415
True Vision MN
Minnesota
$3.36M +$112K +615 +3%
SCM
416
Stordahl Capital Management
Colorado
$3.35M -$336K -1,845 -9%
MLA
417
My Legacy Advisors
Oregon
$3.35M +$522K +2,868 +18%
RFM
418
Royal Fund Management
Florida
$3.34M +$23.5K +128 +0.7%
CWA
419
Clarus Wealth Advisors
Arizona
$3.33M +$174K +947 +5%
TWM
420
Tradition Wealth Management
Minnesota
$3.3M +$71.3K +392 +2%
BIM
421
Bridges Investment Management
Nebraska
$3.3M +$2.21M +12,127 +202%
SCTC
422
Sanibel Captiva Trust Company
Florida
$3.3M -$80.1K -440 -2%
GC
423
Garde Capital
Washington
$3.29M – – –
TPWA
424
TRUE Private Wealth Advisors
Oregon
$3.26M +$58.8K +323 +2%
DADC
425
D.A. Davidson & Co
Montana
$3.25M -$157K -863 -5%
15 16
17
18 19