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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 %
SEIA
901
Signature Estate & Investment Advisors
California
$501K +$501K +2,754 New
E
902
ETFidea
New York
$500K – – –
PIAS
903
PCA Investment Advisory Services
Ohio
$497K +$182 +1 +0%
KPWG
904
KFA Private Wealth Group
Virginia
$496K -$9.89M -54,327 -95%
CFG
905
Cooper Financial Group
California
$493K +$16K +88 +3%
NA
906
Nordwand Advisors
Pennsylvania
$491K – – –
RSWA
907
Robinson Smith Wealth Advisors
Maine
$489K – – –
IA
908
Insight Advisors
Pennsylvania
$488K -$54.4K -299 -10%
KDA
909
Kraft Davis & Associates
Missouri
$487K +$42.8K +226 +10%
TGAM
910
TBH Global Asset Management
Tennessee
$483K -$313K -1,718 -39%
CFA
911
CWS Financial Advisors
Michigan
$482K +$10.7K +59 +2%
BO
912
Bank OZK
Arkansas
$481K -$29.5K -162 -6%
ST
913
Spinnaker Trust
Maine
$476K – – –
TCA
914
Trifecta Capital Advisors
Illinois
$474K -$89.7K -493 -16%
CWS
915
Confluence Wealth Services
Pennsylvania
$474K +$38.4K +211 +9%
WF
916
Welch & Forbes
Massachusetts
$472K – – –
SAI
917
Savvy Advisors Inc
New York
$472K +$124K +679 +36%
LWM
918
LJI Wealth Management
Indiana
$471K +$4.73K +26 +1%
SSW
919
Stone Summit Wealth
Florida
$466K – – –
IRAG
920
Investment Research & Advisory Group
Georgia
$463K – – –
LA
921
LexAurum Advisors
Kansas
$462K +$21.5K +118 +5%
EI
922
Ellevest Inc
New York
$460K – – –
AC
923
Apella Capital
Connecticut
$459K +$18.4K +101 +4%
RIA
924
Realta Investment Advisors
Delaware
$457K +$32.4K +178 +8%
GI
925
GAMMA Investing
California
$456K +$242K +1,328 +113%
35 36
37
38 39