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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 %
HCM
776
Highview Capital Management
Illinois
$768K -$106K -581 -12%
WSFS
777
Wilmington Savings Fund Society
Delaware
$767K – – –
TCOTS
778
Trust Company of the South
North Carolina
$763K – – –
LWANC
779
Laurel Wealth Advisors (North Carolina)
North Carolina
$756K -$9.1K -50 -1%
CPA
780
Capital Planning Advisors
California
$755K – – –
AL
781
Aspiriant LLC
California
$753K – – –
CTC
782
Central Trust Company
Missouri
$753K – – –
QWM
783
Quadcap Wealth Management
Texas
$752K +$19.8K +109 +3%
CAI
784
Capital Advisors Inc
Oklahoma
$749K – – –
CST
785
Charles Schwab Trust
Nevada
$749K – – –
AWM
786
Aspire Wealth Management
Massachusetts
$746K +$58.1K +319 +8%
CCWM
787
Cassaday & Co Wealth Management
Virginia
$725K +$141K +775 +24%
KWM
788
Kingsview Wealth Management
Oregon
$714K +$128K +704 +22%
FWM
789
Foguth Wealth Management
Michigan
$711K -$170K -932 -19%
FNT
790
First National Trust
Pennsylvania
$711K +$253K +1,392 +55%
PI
791
PFG Investments
New York
$710K +$134K +735 +23%
CCG
792
Catalina Capital Group
California
$707K +$51.9K +285 +8%
PMAM
793
Picton Mahoney Asset Management
Ontario, Canada
$705K +$40K +220 +6%
WTC
794
WhitTier Trust Company
Nevada
$705K – – –
EFG
795
Embree Financial Group
Illinois
$701K +$82.1K +451 +13%
WWP
796
WR Wealth Planners
Missouri
$700K +$10.4K +57 +2%
RAS
797
RPS Advisory Solutions
Kentucky
$699K +$699K +3,840 New
S
798
SignatureFD
Georgia
$697K – – –
BHIA
799
Birch Hill Investment Advisors
Massachusetts
$694K +$476K +2,613 +218%
MMHP
800
Murphy Middleton Hinkle & Parker
Georgia
$694K -$44.6K -245 -6%
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32
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