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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 %
TWM
476
Tolleson Wealth Management
Texas
$2.5M – – –
BJL
477
Brighton Jones LLC
Washington
$2.5M +$5.82K +32 +0.2%
SWA
478
Strategies Wealth Advisors
Michigan
$2.48M +$130K +713 +6%
BOH
479
Bank of Hawaii
Hawaii
$2.47M -$62.4K -343 -2%
SCG
480
Sonata Capital Group
Washington
$2.47M -$17.5K -96 -0.7%
LGW
481
Leslie Global Wealth
Illinois
$2.45M +$2.45M +13,445 New
FRA
482
FFG Retirement Advisors
Colorado
$2.44M +$146K +804 +6%
GCM
483
Gables Capital Management
Florida
$2.43M – – –
PCH
484
PGIM Custom Harvest
New Jersey
$2.42M +$89K +489 +4%
DAS
485
Diversify Advisory Services
Utah
$2.42M +$55.8K +307 +2%
BAM
486
Brave Asset Management
New Jersey
$2.41M – – –
HP
487
Holistic Planning
Texas
$2.4M – – –
LA
488
Lane & Associates
New Jersey
$2.4M +$68.3K +375 +3%
TIM
489
Thompson Investment Management
Wisconsin
$2.37M +$29.5K +162 +1%
WCM
490
WealthBridge Capital Management
Ohio
$2.36M -$57.5K -316 -2%
JIC
491
Johnson Investment Counsel
Ohio
$2.34M -$219K -1,201 -9%
SPW
492
Sonoma Private Wealth
California
$2.33M -$28K -154 -1%
SF
493
SWP Financial
California
$2.32M +$35.1K +193 +2%
GWM
494
GSB Wealth Management
Connecticut
$2.28M -$1.09K -6 -0%
VCP
495
Verus Capital Partners
Arizona
$2.28M +$425K +2,335 +23%
CI
496
Conning Inc
Connecticut
$2.27M – – –
MFG
497
Magnus Financial Group
New York
$2.26M +$16K +88 +0.7%
SFS
498
Sowell Financial Services
Arkansas
$2.25M +$171K +937 +8%
SF
499
Synovus Financial
Georgia
$2.25M -$97.2K -534 -4%
SIC
500
Sigma Investment Counselors
Michigan
$2.24M -$93K -511 -4%
18 19
20
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