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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.

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
SA
2
Sanctuary Advisors
Indiana
$82.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.25B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$118M
5
KOC
5
Koss-Olinger Consulting
Florida
$55.9M

Top Sellers

1
UFF
1
USA Financial Formulas
Michigan
$0
2
MWM
2
Modern Wealth Management
Kansas
$1.5M
3
EW
3
Evoke Wealth
California
$0
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$0
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$55.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$149M 820,957 +40,359 +5%
MCM
27
MAI Capital Management
Ohio
$135M 741,507 +6,582 +0.9%
MML Investors Services
28
MML Investors Services
Massachusetts
$127M 695,893 -849 -0.1%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$121M 665,680 -6,724 -1%
MMA
30
Miracle Mile Advisors
California
$119M 651,733 +23,330 +4%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$118M 646,680 +19,699 +3%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$118M 646,474 +344,580 +114%
Lido Advisors
33
Lido Advisors
California
$114M 624,680 +29,880 +5%
KAS
34
Kestra Advisory Services
Texas
$104M 580,557 +29,580 +5%
HighTower Advisors
35
HighTower Advisors
Illinois
$94.4M 518,957 +4,240 +0.8%
Osaic Holdings
36
Osaic Holdings
Arizona
$91.5M 502,362 -60,117 -11%
Charles Schwab
37
Charles Schwab
California
$89.8M 493,152 -25,333 -5%
Kovitz Investment Group Partners
38
Kovitz Investment Group Partners
Illinois
$86.8M 476,687 +473,774 +16,264%
CWM
39
Calamos Wealth Management
Illinois
$86M 472,506 +2,583 +0.5%
RCAG
40
Rehmann Capital Advisory Group
Michigan
$85M 467,108 +34,532 +8%
SA
41
Sanctuary Advisors
Indiana
$82.6M 458,257 +458,257 New
OIA
42
OneDigital Investment Advisors
Kansas
$80M 439,577 +110,246 +33%
Betterment LLC
43
Betterment LLC
New York
$79.3M 435,867 -10,664 -2%
LI
44
LVZ Inc
Michigan
$79.1M 434,818 +5,207 +1%
Truist Financial
45
Truist Financial
North Carolina
$78.2M 429,478 +22,167 +5%
AAS
46
Avantax Advisory Services
Texas
$75.9M 416,871 +261,945 +169%
FIA
47
Foundations Investment Advisors
Arizona
$74.4M 408,708 +50,144 +14%
HFBOT
48
Home Federal Bank of Tennessee
Tennessee
$71.6M 393,145 -4,021 -1%
Comerica Bank
49
Comerica Bank
Texas
$69.9M 384,215 -3,491 -0.9%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$68.4M 375,751 +27,684 +8%
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