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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 %
BFO
701
Boston Family Office
Massachusetts
$1.03M – – –
PTC
702
Private Trust Company
Ohio
$1.02M +$57.3K +315 +6%
CSPIA
703
Cary Street Partners Investment Advisory
Virginia
$1.02M -$125K -687 -11%
HSBC Holdings
704
HSBC Holdings
United Kingdom
$1.02M +$341K +1,875 +50%
EAM
705
Evanson Asset Management
California
$1.01M +$546 +3 +0.1%
CWM
706
Connecticut Wealth Management
Connecticut
$1.01M -$122K -668 -11%
LIA
707
LifePlan Investment Advisors
North Carolina
$1.01M +$126K +691 +14%
BBNA
708
Bremer Bank National Association
Minnesota
$1.01M -$49K -269 -5%
WI
709
Wintrust Investments
Illinois
$1M +$71.7K +394 +8%
FPCG
710
Forum Private Client Group
Indiana
$1M -$21.3K -117 -2%
LPAM
711
Lodestar Private Asset Management
California
$994K -$36.9K -203 -4%
BFG
712
Beacon Financial Group
Texas
$988K -$89.2K -490 -8%
EK
713
Evensky & Katz
Florida
$985K -$18.6K -102 -2%
MCCA
714
Mill Creek Capital Advisors
Pennsylvania
$984K – – –
MWA
715
Monograph Wealth Advisors
California
$967K – – –
WPW
716
Watershed Private Wealth
Illinois
$966K -$310K -1,702 -24%
CP
717
Canopy Partners
Ohio
$964K – – –
LC
718
Lindbrook Capital
California
$960K -$137K -750 -12%
EPM
719
Elm Partners Management
Pennsylvania
$952K – – –
AWA
720
Arkadios Wealth Advisors
Georgia
$941K +$661K +3,631 +236%
ACIM
721
Azimuth Capital Investment Management
Michigan
$932K -$43.7K -240 -4%
NEPWA
722
New England Private Wealth Advisors
Massachusetts
$931K +$20K +110 +2%
JIC
723
Joel Isaacson & Co
New York
$928K +$2.18K +12 +0.2%
PIA
724
Perennial Investment Advisors
California
$920K +$364 +2 +0%
SAM
725
Summit Asset Management
Tennessee
$918K – – –
27 28
29
30 31