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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 %
ACM
576
Advisors Capital Management
New Jersey
$1.57M -$60.3K -331 -4%
FFM
577
Forum Financial Management
Illinois
$1.56M +$13.7K +75 +0.9%
OA
578
Operose Advisors
Wisconsin
$1.56M – – –
OSAM
579
O'Shaughnessy Asset Management
Connecticut
$1.56M +$231K +1,268 +17%
BWM
580
BigSur Wealth Management
Florida
$1.55M – – –
HFS
581
Heritage Financial Services
Massachusetts
$1.54M -$182 -1 -0%
SFPG
582
Stonebridge Financial Planning Group
Florida
$1.53M +$18.2K +100 +1%
VWM
583
Venturi Wealth Management
Texas
$1.53M -$45.1K -248 -3%
EIA
584
Eldridge Investment Advisors
New Hampshire
$1.51M +$10K +55 +0.7%
MFT
585
Moisand Fitzgerald Tamayo
Florida
$1.51M -$61.3K -337 -4%
TCA
586
Transcend Capital Advisors
New Jersey
$1.51M -$3.46K -19 -0.2%
BFG
587
Bleakley Financial Group
New Jersey
$1.51M -$13.3K -73 -0.9%
MWM
588
Modern Wealth Management
Kansas
$1.5M -$60.5M -332,343 -98%
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$1.5M -$24.6K -135 -2%
EWM
590
Empirical Wealth Management
Washington
$1.5M +$819K +4,500 +121%
HWM
591
HighMark Wealth Management
Minnesota
$1.49M +$10.2K +56 +0.7%
HIM
592
Hanlon Investment Management
New Jersey
$1.49M +$31.7K +174 +2%
FWM
593
Fonville Wealth Management
Virginia
$1.48M -$20.7K -114 -1%
PAMG
594
Patton Albertson Miller Group
Tennessee
$1.47M -$158K -870 -10%
GSEP
595
Golden State Equity Partners
California
$1.46M +$1.46M +8,002 New
CIBC World Market
596
CIBC World Market
Ontario, Canada
$1.45M -$317K -1,739 -18%
GAM
597
Gemmer Asset Management
California
$1.45M +$21.7K +119 +2%
FLPIM
598
F.L. Putnam Investment Management
Massachusetts
$1.45M +$9.47K +52 +0.7%
BP
599
Ballentine Partners
Massachusetts
$1.44M -$49.5K -272 -3%
Bessemer Group
600
Bessemer Group
New Jersey
$1.44M +$13.8K +76 +1%
22 23
24
25 26