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iShares S&P 500 Value ETF
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Overview Fund Activity

1,354 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
1,354
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
19.69%
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
+$86.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.4M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$62.7M
4
KOC
Koss-Olinger Consulting
Florida
+$55.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$50.4M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$187M
2
UFF
USA Financial Formulas
Michigan
-$72.1M
3
MWM
Modern Wealth Management
Kansas
-$60.5M
4
EW
Evoke Wealth
California
-$41.8M
5
PRS
Pinkerton Retirement Specialists
Idaho
-$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAV
601
Mason & Associates (Virginia)
Virginia
$1.43M +$1.43M +7,863 New
TIA
602
Tiemann Investment Advisors
California
$1.43M +$9.1K +50 +0.6%
LC
603
LTG Capital
Massachusetts
$1.42M -$1.09K -6 -0.1%
QCG
604
Quadrant Capital Group
Ohio
$1.42M – – –
IWM
605
Iams Wealth Management
Nebraska
$1.42M +$186K +1,020 +15%
CRI
606
Commonwealth Retirement Investments
Virginia
$1.42M +$76.8K +422 +6%
CCM
607
Coldstream Capital Management
Washington
$1.42M +$258K +1,415 +22%
HH
608
Hilltop Holdings
Texas
$1.42M – – –
PA
609
Pinnacle Associates
New York
$1.41M – – –
RW
610
Regimen Wealth
Georgia
$1.41M +$1.41M +7,729 New
RG
611
Rathbones Group
United Kingdom
$1.41M – – –
FW
612
FullCircle Wealth
Texas
$1.4M +$1.4M +7,515 New
HSA
613
HBK Sorce Advisory
Pennsylvania
$1.4M -$12.2K -67 -0.9%
Koshinski Asset Management
614
Koshinski Asset Management
Illinois
$1.4M -$416K -2,289 -23%
RFP
615
RCS Financial Planning
Maryland
$1.4M -$60.6K -333 -4%
TCWA
616
Turtle Creek Wealth Advisors
Texas
$1.39M -$89.2K -490 -6%
WPC
617
White Pine Capital
Minnesota
$1.39M +$2.18K +12 +0.2%
RIM
618
Redwood Investment Management
Arizona
$1.37M +$157K +863 +13%
GT
619
Glenmede Trust
Pennsylvania
$1.37M +$73.7K +405 +6%
ICP
620
Interchange Capital Partners
Pennsylvania
$1.36M +$114K +625 +9%
CIR
621
Clear Investment Research
Georgia
$1.36M +$81.5K +448 +6%
DAS
622
Dynamic Advisor Solutions
Arizona
$1.36M +$2.18K +12 +0.2%
AC
623
AWM Capital
Arizona
$1.36M – – –
VPIM
624
Vanguard Personalized Indexing Management
California
$1.35M +$394K +2,174 +41%
LBC
625
Lowe Brockenbrough & Co
Virginia
$1.35M – – –
23 24
25
26 27