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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 %
SFA
501
Sequoia Financial Advisors
Ohio
$2.22M +$2.18K +12 +0.1%
WFA
502
Wellspring Financial Advisors
Ohio
$2.22M +$4.37K +24 +0.2%
ZIMP
503
Zimmermann Investment Management & Planning
Pennsylvania
$2.21M -$238K -1,309 -10%
RJT
504
Raymond James Trust
Florida
$2.2M +$212K +1,165 +11%
HCC
505
Hirtle Callaghan & Co
Pennsylvania
$2.17M – – –
TIM
506
Total Investment Management
Arizona
$2.17M -$49K -269 -2%
GPWA
507
Great Point Wealth Advisors
Massachusetts
$2.15M – – –
PCMC
508
Private Capital Management (Colorado)
Colorado
$2.11M -$27.5K -151 -1%
WDG
509
Wealth Dimensions Group
Ohio
$2.1M -$9.28K -51 -0.4%
SIC
510
Salem Investment Counselors
North Carolina
$2.1M – – –
CWM
511
Castle Wealth Management
Florida
$2.1M -$57.5K -316 -3%
AG
512
AlTi Global
New York
$2.08M +$546 +3 +0%
AWM
513
Able Wealth Management
New Jersey
$2.06M -$52.1K -286 -2%
FCI
514
Financial Counselors Inc
Kansas
$2.06M +$418K +2,298 +25%
MPW
515
MA Private Wealth
California
$2.04M +$2.04M +11,217 New
EFS
516
Essex Financial Services
Connecticut
$2.04M +$196K +1,056 +11%
RBC
517
Roble Belko & Company
Pennsylvania
$2.04M – – –
TWP
518
Total Wealth Planning
Ohio
$2.03M -$4.16K -22 -0.2%
MWM
519
Mattern Wealth Management
Kansas
$2.02M -$2.55K -14 -0.1%
B
520
Bailard
California
$2.02M -$81.2K -446 -4%
SIC
521
Sterling Investment Counsel
New York
$2M -$28.2K -155 -1%
CC
522
Copperleaf Capital
North Carolina
$2M +$139K +764 +7%
CAG
523
Crestwood Advisors Group
Massachusetts
$2M +$115K +633 +6%
APP
524
Avantax Planning Partners
Iowa
$1.99M -$90.8K -499 -4%
WA
525
WBH Advisory
Maryland
$1.98M -$139K -764 -7%
19 20
21
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