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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 %
BTWM
851
Baker Tilly Wealth Management
Wisconsin
$576K -$31.9K -175 -5%
ES
852
Eagle Strategies
New York
$574K -$1.54M -8,481 -73%
SMA
853
Seven Mile Advisory
New Jersey
$574K – – –
TTWM
854
TCV Trust & Wealth Management
Virginia
$572K +$27.7K +152 +5%
PWPS
855
Pinnacle Wealth Planning Services
Ohio
$571K -$323K -1,772 -36%
KA
856
Klingman & Associates
New York
$569K – – –
RDFA
857
Ritter Daniher Financial Advisory
Ohio
$566K – – –
IWS
858
Integrity Wealth Solutions
Colorado
$565K +$180K +987 +47%
TW
859
Towerpoint Wealth
California
$561K +$728 +4 +0.1%
EAMA
860
EFG Asset Management (Americas)
Florida
$561K +$561K +3,080 New
MWA
861
Merkkuri Wealth Advisors
New York
$559K +$559K +3,070 New
RA
862
Rational Advisors
New York
$557K -$920K -5,054 -62%
CAM
863
Campion Asset Management
Virginia
$556K -$41.3K -227 -7%
CL
864
CIM LLC
New York
$556K – – –
OC
865
Oarsman Capital
Wisconsin
$552K -$8.37K -46 -1%
OPW
866
Oxler Private Wealth
New York
$551K +$2K +11 +0.4%
ADL
867
Asset Dedication LLC
California
$550K +$205K +1,129 +60%
NL
868
Navalign LLC
California
$549K -$2K -11 -0.4%
DI
869
Disciplined Investments
Oklahoma
$548K – – –
LWCFA
870
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$546K -$153K -807 -22%
CA
871
Claro Advisors
Massachusetts
$545K -$7.1K -39 -1%
GIM
872
Goelzer Investment Management
Indiana
$543K +$2.55K +14 +0.5%
GWA
873
GGM Wealth Advisors
Maryland
$542K +$33.7K +185 +7%
PL
874
Plancorp LLC
Missouri
$541K +$12.9K +71 +2%
CPA
875
Cardiff Park Advisors
California
$541K – – –
33 34
35
36 37