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iShares S&P 500 Value ETF
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Overview Fund Activity

1,347 hedge funds and large institutions have $26.4B invested in iShares S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 489 increasing their positions, 420 reducing their positions, and 68 closing their positions.

Holders
1,347
Holders Change
+97
Holders Change %
+7.76%
% of All Funds
19.53%
Holding in Top 10
127
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+13.39%
% of All Funds
1.84%
New
183
Increased
489
Reduced
420
Closed
68
Calls
$22.9M
Puts
$1.74M
Net Calls
+$21.1M
Net Calls Change
-$7.54M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.23B
2
LPL Financial
2
LPL Financial
California
$758M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$263M
4
BlackRock
4
BlackRock
New York
$235M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$257M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.28B
2
HNB
2
Huntington National Bank
Ohio
$187M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$105M
5
Lido Advisors
5
Lido Advisors
California
$111M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$68.6M 367,062 +40,464 +12%
FIA
52
Foundations Investment Advisors
Arizona
$67M 358,564 +25,780 +8%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$65.5M 350,628 +91,187 +35%
VA
54
Valmark Advisers
Ohio
$65.4M 349,938 -3,558 -1%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$65M 348,067 +296,265 +572%
MWM
56
Modern Wealth Management
Kansas
$63.6M 340,591 +41,764 +14%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$63.5M 339,243 +45,539 +16%
MGIA
58
Moneta Group Investment Advisors
Missouri
$62.6M 334,902 +101,729 +44%
OIA
59
OneDigital Investment Advisors
Kansas
$61.5M 329,331 +239,835 +268%
Barclays
60
Barclays
United Kingdom
$60.2M 322,026 – –
PWM
61
Praetorian Wealth Management
California
$59.8M 320,259 +19,421 +6%
SL
62
Salomon & Ludwin
Virginia
$58.2M 311,330 -3,929 -1%
ANB
63
Amarillo National Bank
Texas
$57.7M 309,108 -1,505 -0.5%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$57.4M 307,138 -19,440 -6%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$56.4M 301,894 +137,467 +84%
CC
66
Courier Capital
New York
$55.4M 296,404 -4,395 -1%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$54.2M 290,086 -10,180 -3%
JC
68
JB Capital
Connecticut
$52.5M 281,022 +281,022 New
PFM
69
Phillips Financial Management
Indiana
$51.3M 274,498 -9,272 -3%
FRA
70
Frank Rimerman Advisors
California
$50.4M 269,955 – –
FHB
71
First Hawaiian Bank
Hawaii
$49.6M 265,574 -61,148 -19%
KeyBank National Association
72
KeyBank National Association
Ohio
$48.9M 261,793 -5,082 -2%
HF
73
Halpern Financial
Virginia
$48.7M 264,339 -2,075 -0.8%
LL
74
LPWM LLC
Minnesota
$48.7M 267,847 +4,659 +2%
PA
75
Probity Advisors
Texas
$48.3M 258,679 -8,928 -3%
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