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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 %
CC
676
Cadinha & Co
Hawaii
$1.11M -$49.9K -274 -4%
CAC
677
Certified Advisory Corp
Florida
$1.11M -$6.37K -35 -0.6%
MBT
678
Montecito Bank & Trust
California
$1.1M -$35.5K -195 -3%
Chevy Chase Trust
679
Chevy Chase Trust
Maryland
$1.1M +$394K +2,165 +56%
SDWMA
680
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.1M – – –
DCM
681
Dimension Capital Management
Florida
$1.1M – – –
CPW
682
Catalyst Private Wealth
California
$1.1M -$237K -1,301 -18%
WS
683
Wedbush Securities
California
$1.1M +$106K +581 +11%
WE
684
Wealth Effects
Massachusetts
$1.09M – – –
WH
685
Whitcomb & Hess
Ohio
$1.09M +$546 +3 +0.1%
WPWM
686
Windward Private Wealth Management
Kansas
$1.08M -$1.46K -8 -0.1%
TCBWMS
687
Texas Capital Bank Wealth Management Services
Texas
$1.08M -$91.2K -501 -8%
Jane Street
688
Jane Street
New York
$1.07M +$283K +1,553 +36%
HWM
689
Hohimer Wealth Management
Washington
$1.07M -$4.03M -22,164 -79%
RCM
690
Raleigh Capital Management
North Carolina
$1.06M -$14.6K -80 -1%
ITB
691
Idaho Trust Bank
Idaho
$1.06M +$1.06M +5,817 New
TFO
692
Tarbox Family Office
California
$1.05M +$1.46K +8 +0.1%
CD
693
Chapin Davis
Maryland
$1.05M -$8.37K -46 -0.8%
CFD
694
Creative Financial Designs
Indiana
$1.04M +$147K +808 +16%
SPI
695
Sutton Place Investors
New York
$1.04M +$87.9K +483 +9%
PPW
696
PACK Private Wealth
Minnesota
$1.03M – – –
BWA
697
BCU Wealth Advisors
Illinois
$1.03M +$97.7K +537 +10%
DL
698
DOHJ LLC
Washington
$1.03M -$5.13M -28,187 -83%
NCG
699
Newport Capital Group
New Jersey
$1.03M +$1.03M +5,659 New
PGF
700
Plan Group Financial
Oklahoma
$1.03M -$697K -3,828 -40%
26 27
28
29 30