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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 %
BIA
726
Benchmark Investment Advisors
Illinois
$914K -$31.7K -174 -3%
PFA
727
Professional Financial Advisors
Nebraska
$913K -$6.55K -36 -0.7%
NB
728
NBT Bank
New York
$913K +$167K +917 +22%
MCM
729
MidAtlantic Capital Management
Virginia
$912K – – –
NFW
730
Noble Family Wealth
Florida
$910K – – –
IIC
731
Integrated Investment Consultants
Michigan
$907K – – –
SWM
732
Sendero Wealth Management
Texas
$905K -$18.2K -100 -2%
CFS
733
CRA Financial Services
New Jersey
$901K +$19.8K +109 +2%
1SB
734
1ST Source Bank
Indiana
$897K -$82.6K -454 -8%
ACM
735
Absolute Capital Management
Pennsylvania
$889K +$108K +593 +14%
MOS
736
MGO One Seven
Ohio
$885K +$70.8K +389 +9%
SAG
737
SageView Advisory Group
California
$880K -$400K -2,200 -31%
AA
738
Ancora Advisors
Ohio
$878K -$5.28K -29 -0.6%
FA
739
Fiduciary Alliance
South Carolina
$874K -$4.73K -26 -0.5%
PWA
740
Provenance Wealth Advisors
Florida
$871K -$10.2K -56 -1%
AQR Capital Management
741
AQR Capital Management
Connecticut
$868K -$80.4K -442 -8%
Vontobel Holding
742
Vontobel Holding
Switzerland
$865K – – –
EWA
743
EverSource Wealth Advisors
Alabama
$855K +$411K +2,155 +93%
MW
744
Members Wealth
Pennsylvania
$853K +$853K +4,325 New
IWA
745
Inspirion Wealth Advisors
Illinois
$852K – – –
RFA
746
Resurgent Financial Advisors
Georgia
$852K +$24K +132 +3%
NEWAS
747
N.E.W. Advisory Services
Wisconsin
$847K – – –
CAM
748
Clarity Asset Management
Iowa
$843K +$108K +593 +15%
VVP
749
Venture Visionary Partners
Ohio
$840K -$1.64K -9 -0.2%
CB
750
Community Bank
New York
$839K +$73.5K +404 +10%
28 29
30
31 32