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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 %
BMCM
526
Bryn Mawr Capital Management
Pennsylvania
$1.98M -$173K -951 -8%
RIS
527
Retirement Income Solutions
Michigan
$1.97M -$580K -3,185 -23%
PA
528
PFG Advisors
Arizona
$1.96M +$352K +1,935 +22%
CWC
529
Carolinas Wealth Consulting
North Carolina
$1.95M +$467K +2,566 +31%
MWM
530
Marietta Wealth Management
Georgia
$1.95M +$364 +2 +0%
WT
531
Whittier Trust
California
$1.94M – – –
Bank of Nova Scotia
532
Bank of Nova Scotia
Ontario, Canada
$1.92M +$387K +2,129 +25%
EWM
533
EPG Wealth Management
Georgia
$1.92M -$1.97M -10,567 Closed
IA
534
IFG Advisory
Georgia
$1.9M +$69K +379 +4%
LF
535
Lee Financial
Texas
$1.88M -$74.1K -407 -4%
TFF
536
The Family Firm
Maryland
$1.88M +$8.74K +48 +0.5%
BBHC
537
Brown Brothers Harriman & Co
New York
$1.85M +$116K +640 +7%
KBFS
538
Kohmann Bosshard Financial Services
Ohio
$1.84M – – –
AWA
539
Alta Wealth Advisors
Massachusetts
$1.83M -$8.19K -45 -0.4%
S
540
Sachetta
Massachusetts
$1.82M -$63.4K -333 -3%
ANTB
541
AMG National Trust Bank
Colorado
$1.82M +$19.3K +106 +1%
Tudor Investment Corp
542
Tudor Investment Corp
Connecticut
$1.81M +$1.81M +9,963 New
AFS
543
AFG Fiduciary Services
Massachusetts
$1.81M -$136K -723 -7%
SI
544
Stephens Inc
Arkansas
$1.81M -$340K -1,866 -16%
NFP
545
NorthLanding Financial Partners
New York
$1.8M -$19.5K -107 -1%
TP
546
Tranquility Partners
Tennessee
$1.79M +$29.9K +164 +2%
SB
547
Strategic Blueprint
Georgia
$1.78M -$274K -1,506 -13%
MWM
548
Mission Wealth Management
California
$1.78M -$720K -3,957 -29%
ACA
549
Aptus Capital Advisors
Alabama
$1.77M -$308K -1,690 -15%
CWM
550
Cahaba Wealth Management
Georgia
$1.77M -$47K -258 -3%
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