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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 %
FWTB
801
First Western Trust Bank
Colorado
$686K -$29.9K -164 -4%
SAM
802
Smartleaf Asset Management
Massachusetts
$679K +$3.64K +20 +0.5%
PWCM
803
Processus Wealth & Capital Management
Tennessee
$678K +$14.6K +80 +2%
PCM
804
Parsons Capital Management
Rhode Island
$671K – – –
NPFS
805
Novak & Powell Financial Services
Florida
$661K +$661K +3,633 New
CFO
806
CVA Family Office
Colorado
$660K – – –
CRC
807
Curi RMB Capital
Illinois
$659K -$145K -797 -18%
CCA
808
Clarity Capital Advisors
Florida
$659K +$3.09K +17 +0.5%
SXL
809
Summit X LLC
Missouri
$657K +$133K +727 +25%
GWA
810
Geometric Wealth Advisors
District of Columbia
$649K +$649K +3,565 New
AHC
811
Anderson Hoagland & Co
Missouri
$648K – – –
AWA
812
ARQ Wealth Advisors
Arizona
$645K – – –
PWH
813
Priebe Wealth Holdings
Minnesota
$638K -$14.2K -78 -2%
FPW
814
Flagship Private Wealth
Massachusetts
$633K -$1.46K -8 -0.2%
LCGC
815
Legacy Capital Group California
California
$632K +$57.3K +315 +10%
VC
816
Veracity Capital
Georgia
$632K -$60.6K -333 -9%
CTA
817
Camelot Technology Advisors
California
$631K -$5.64K -31 -0.9%
GCM
818
Gallacher Capital Management
Colorado
$628K -$16.4K -90 -3%
HBW
819
Hazlett, Burt & Watson
West Virginia
$625K +$287K +1,571 +85%
FFS
820
Founders Financial Securities
Maryland
$623K +$88.1K +484 +16%
O3W
821
Omni 360 Wealth
New Jersey
$621K +$166K +911 +36%
LW
822
Linscomb Wealth
Texas
$620K +$1.46K +8 +0.2%
Qube Research & Technologies (QRT)
823
Qube Research & Technologies (QRT)
United Kingdom
$620K +$82.6K +454 +15%
KLI
824
Kelman-Lazarov Inc
Tennessee
$620K – – –
Vanguard Group
825
Vanguard Group
Pennsylvania
$615K +$40K +220 +7%
31 32
33
34 35