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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
+$86.2M
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 %
BCA
626
Bay Colony Advisors
Massachusetts
$1.35M -$115K -632 -8%
AWM
627
Axxcess Wealth Management
California
$1.34M -$307K -1,689 -19%
IAIM
628
International Assets Investment Management
Florida
$1.34M +$40.2K +221 +3%
KIG
629
Kennedy Investment Group
New Jersey
$1.33M -$12.4K -68 -0.9%
SWA
630
SOA Wealth Advisors
New York
$1.33M +$1.09K +6 +0.1%
MCM
631
Magnolia Capital Management
New York
$1.33M -$11.8K -65 -0.9%
QCM
632
Quantinno Capital Management
New York
$1.33M +$5.1K +28 +0.4%
9WM
633
9258 Wealth Management
Ohio
$1.32M -$6.37K -35 -0.5%
PWMG
634
Private Wealth Management Group
New Jersey
$1.32M – – –
BA
635
Bristlecone Advisors
Washington
$1.32M -$34.9K -192 -3%
BFS
636
Burkett Financial Services
South Carolina
$1.32M -$7.46K -41 -0.6%
TNB
637
Thomasville National Bank
Georgia
$1.31M -$36.8K -202 -3%
FC
638
Fairscale Capital
New Hampshire
$1.3M +$1.3M +6,890 New
SYBT
639
Stock Yards Bank & Trust
Kentucky
$1.3M – – –
WPC
640
Wedmont Private Capital
Pennsylvania
$1.3M +$1.67K +9 +0.1%
SC
641
Scotia Capital
Ontario, Canada
$1.29M +$159K +873 +14%
DIP
642
DT Investment Partners
Pennsylvania
$1.29M – – –
CGA
643
Crescent Grove Advisors
Illinois
$1.29M +$68.4K +376 +6%
DPI
644
Diversified Portfolios Inc
Michigan
$1.29M – – –
JIP
645
Jaffetilchin Investment Partners
Florida
$1.28M +$10.4K +57 +0.8%
HNWA
646
Henrickson Nauta Wealth Advisors
Michigan
$1.27M -$22K -121 -2%
WIA
647
World Investment Advisors
California
$1.27M +$969K +5,321 +323%
CAM
648
Close Asset Management
United Kingdom
$1.27M – – –
JSW
649
Journey Strategic Wealth
New Jersey
$1.26M +$232K +1,277 +23%
CCFM
650
Clear Creek Financial Management
Washington
$1.25M -$13.8M -75,882 -92%
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