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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 %
OWMIAS
451
One Wealth Management Investment & Advisory Services
Florida
$2.85M +$97.7K +537 +4%
OFG
452
Oxford Financial Group
Indiana
$2.81M – – –
TFGT
453
TS Financial Group (TSFG)
Illinois
$2.81M -$6.96M -38,215 -71%
SQA
454
Simon Quick Advisors
New Jersey
$2.78M -$90.6K -498 -3%
SHA
455
Seneca House Advisors
Virginia
$2.76M -$118K -651 -4%
EIP
456
Ellis Investment Partners
Pennsylvania
$2.75M -$141K -774 -5%
HPM
457
Hoxton Planning & Management
West Virginia
$2.74M +$50.4K +277 +2%
FPAS
458
Focus Partners Advisor Solutions
Missouri
$2.73M +$244K +1,338 +10%
GG
459
GenWealth Group
New Jersey
$2.71M +$15.7K +86 +0.6%
GWP
460
Gen-Wealth Partners
Michigan
$2.7M +$93.6K +514 +4%
GJIA
461
Glass Jacobson Investment Advisors
Maryland
$2.7M +$66.1K +363 +3%
AWM
462
Avior Wealth Management
Nebraska
$2.7M -$202K -1,109 -7%
MCA
463
MSH Capital Advisors
Arizona
$2.66M +$254K +1,395 +11%
SIA
464
Sage Investment Advisers
New York
$2.63M +$338K +1,858 +15%
SCA
465
Southern Capital Advisors
Tennessee
$2.63M +$7.46K +41 +0.3%
EWA
466
ERTS Wealth Advisors
Michigan
$2.63M -$263K -1,446 -9%
SCM
467
SOL Capital Management
Maryland
$2.62M +$6.37K +35 +0.2%
MBI
468
May Barnhard Investments
Maryland
$2.62M +$11.5K +63 +0.4%
SAM
469
Sequent Asset Management
Texas
$2.62M -$4.73K -26 -0.2%
Principal Financial Group
470
Principal Financial Group
Iowa
$2.61M +$33.3K +183 +1%
GFP
471
Gryphon Financial Partners
Ohio
$2.6M -$116K -638 -4%
MIS
472
Morningstar Investment Services
Illinois
$2.59M +$930K +5,116 +56%
LF
473
Lantz Financial
Illinois
$2.54M +$125K +687 +5%
IAG
474
Investment Advisory Group
Massachusetts
$2.54M +$540K +2,966 +27%
AC
475
Allstate Corporation
Illinois
$2.52M +$2.52M +13,851 New
17 18
19
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