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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.

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
1
Kovitz Investment Group Partners
Illinois
$86.8M
2
SA
2
Sanctuary Advisors
Indiana
$82.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.25B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$118M
5
KOC
5
Koss-Olinger Consulting
Florida
$55.9M

Top Sellers

1
UFF
1
USA Financial Formulas
Michigan
$0
2
MWM
2
Modern Wealth Management
Kansas
$1.5M
3
EW
3
Evoke Wealth
California
$0
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$0
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$55.3M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$66M 362,558 -8,793 -2%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$65M 356,938 +6,310 +2%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$63.5M 348,787 -18,275 -5%
PWM
54
Praetorian Wealth Management
California
$60.4M 332,022 +11,763 +4%
MGIA
55
Moneta Group Investment Advisors
Missouri
$60.3M 331,423 -3,479 -1%
VA
56
Valmark Advisers
Ohio
$59.9M 329,276 -20,662 -6%
KOC
57
Koss-Olinger Consulting
Florida
$55.9M 307,140 +307,140 New
NA
58
NewEdge Advisors
Louisiana
$55.5M 304,801 +54,597 +22%
MCWS
59
McKinley Carter Wealth Services
West Virginia
$55.3M 303,805 -167,906 -36%
JC
60
JB Capital
Connecticut
$55.2M 303,287 +22,265 +8%
ANB
61
Amarillo National Bank
Texas
$54.8M 301,307 -7,801 -3%
CC
62
Courier Capital
New York
$53.1M 291,485 -4,919 -2%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$52.9M 288,205 -51,038 -15%
Financial Engines Advisors
64
Financial Engines Advisors
California
$52.6M 289,158 +31,365 +12%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$52.5M 288,589 -18,549 -6%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$51.6M 283,305 -6,781 -2%
PW
67
Peninsula Wealth
California
$50M 268,686 +79,308 +42%
LL
68
LPWM LLC
Minnesota
$49.2M 271,122 +3,275 +1%
FRA
69
Frank Rimerman Advisors
California
$49.1M 269,955 – –
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$48.6M 267,168 +15,313 +6%
Barclays
71
Barclays
United Kingdom
$48.6M 267,026 -55,000 -17%
PFM
72
Phillips Financial Management
Indiana
$48.2M 264,915 -9,583 -3%
HF
73
Halpern Financial
Virginia
$47.5M 260,974 -3,365 -1%
KeyBank National Association
74
KeyBank National Association
Ohio
$47.1M 258,579 -3,214 -1%
PA
75
Probity Advisors
Texas
$46.9M 257,655 -1,024 -0.4%
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