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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 %
BF
751
Blankinship & Foster
California
$837K -$8.92K -49 -1%
TA
752
TrueWealth Advisors
Alabama
$836K – – –
MA
753
MCF Advisors
Kentucky
$829K – – –
FCAS
754
First Command Advisory Services
Texas
$824K -$14.7K -81 -2%
MA
755
MKT Advisors
California
$818K – – –
AEPWM
756
Atlantic Edge Private Wealth Management
Florida
$816K – – –
CS
757
Capital Square
Tennessee
$816K +$10.3K +55 +1%
JFG
758
JMG Financial Group
Illinois
$815K -$71.7K -394 -8%
FFA
759
First Foundation Advisors
California
$815K +$132K +726 +19%
MSA
760
Marino Stram & Associates
Massachusetts
$814K -$17.3K -95 -2%
FWA
761
FSM Wealth Advisors
Ohio
$814K +$182 +1 +0%
GWS
762
Glassman Wealth Services
Virginia
$812K -$2.91K -16 -0.4%
CA
763
Continuum Advisory
Idaho
$806K -$391K -2,148 -33%
ZF
764
Zhang Financial
Michigan
$803K – – –
PMFA
765
Plante Moran Financial Advisors
Michigan
$793K -$118K -647 -13%
SCI
766
S&CO Inc
Massachusetts
$791K – – –
PCS
767
Personal CFO Solutions
New Jersey
$787K +$51.9K +285 +7%
TWM
768
TMD Wealth Management
Arizona
$783K – – –
PA
769
Prism Advisors
California
$782K – – –
CPSC
770
Carl P. Sherr & Co
Massachusetts
$780K – – –
WCP
771
Wick Capital Partners
Pennsylvania
$778K +$778K +4,276 New
MSWM
772
McGlone Suttner Wealth Management
Wisconsin
$778K – – –
HKIMG
773
Hutchens & Kramer Investment Management Group
Indiana
$776K +$68.3K +377 +10%
H
774
HoyleCohen
California
$774K -$7.64K -42 -1%
MPCG
775
Matrix Private Capital Group
New York
$774K +$18.2K +100 +2%
29 30
31
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