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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 %
FCBT
426
First Citizens Bank & Trust
North Carolina
$3.24M +$185K +1,016 +6%
SPAS
427
Spectrum Planning & Advisory Services
California
$3.23M +$3.23M +17,749 New
VFA
428
Valeo Financial Advisors
Indiana
$3.22M +$4K +22 +0.1%
CIS
429
Custom Index Systems
New York
$3.19M -$1.13M -6,226 -26%
TIAA Trust, National Association
430
TIAA Trust, National Association
North Carolina
$3.19M +$24.9K +137 +0.8%
SIA
431
Stegner Investment Associates
Kentucky
$3.16M -$546 -3 -0%
Calamos Advisors
432
Calamos Advisors
Illinois
$3.15M +$43.9K +241 +1%
SFWA
433
Summit Financial Wealth Advisors
Louisiana
$3.15M -$728 -4 -0%
PFA
434
Pinnacle Family Advisors
Missouri
$3.13M -$39.3K -216 -1%
MWS
435
Maxwell Wealth Strategies
California
$3.08M +$96.8K +532 +3%
MYIA
436
Mount Yale Investment Advisors
Colorado
$3.07M -$200K -1,099 -6%
SIA
437
Schechter Investment Advisors
Michigan
$3.05M – – –
WCF
438
West Coast Financial
California
$3.03M -$236K -1,296 -7%
AWP
439
Ascent Wealth Partners
New York
$3.03M +$62.6K +344 +2%
MFC
440
Morris Financial Concepts
South Carolina
$3.02M -$87.2K -479 -3%
ASFA
441
All Season Financial Advisors
Colorado
$3M -$2.62M -14,396 -47%
PAA
442
Peregrine Asset Advisers
Oregon
$2.97M -$95.4K -524 -3%
TFA
443
Tobias Financial Advisors
Florida
$2.96M -$18.4K -101 -0.6%
USCWA
444
U.S. Capital Wealth Advisors
Texas
$2.95M +$2.03M +11,157 +221%
MWM
445
Mosley Wealth Management
California
$2.92M +$343K +1,882 +13%
SVWG
446
Shared Vision Wealth Group
United States
$2.92M +$261K +1,436 +10%
DWA
447
Dorsey Wright & Associates
California
$2.91M -$32.6K -179 -1%
TCM
448
Telos Capital Management
California
$2.9M -$159K -873 -5%
MSWMA
449
Market Street Wealth Management Advisors
Indiana
$2.89M -$97.6K -536 -3%
KV
450
Kickstand Ventures
New York
$2.86M +$815K +4,477 +40%
16 17
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