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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 %
EP
926
Edgestream Partners
New Jersey
$456K +$456K +2,507 New
HNWAG
927
High Net Worth Advisory Group
Florida
$455K – – –
NRC
928
New Republic Capital
North Carolina
$454K +$1.82K +10 +0.4%
AWM
929
Alterna Wealth Management
Texas
$453K +$161K +884 +55%
CFG
930
Clayton Financial Group
Missouri
$450K – – –
4WM
931
4J Wealth Management
Virginia
$448K -$1.82K -10 -0.4%
SW
932
SkyOak Wealth
Michigan
$447K +$447K +2,457 New
VWA
933
Visionary Wealth Advisors
Illinois
$446K +$16.9K +93 +4%
LJAC
934
L.J. Altfest & Co
New York
$446K +$43.7K +240 +11%
AIP
935
Almanack Investment Partners
Pennsylvania
$444K -$1.27K -7 -0.3%
EPA
936
Element Pointe Advisors
Florida
$444K – – –
JSL
937
JT Stratford LLC
Georgia
$444K +$14.9K +82 +3%
FCH
938
Freestone Capital Holdings
Washington
$441K +$79.2K +435 +22%
KHC
939
Koesten Hirschmann & Crabtree
Kansas
$440K – – –
OIS
940
Okabena Investment Services
Minnesota
$437K – – –
SG
941
StoneX Group
New York
$436K -$14.2K -78 -3%
LFG
942
Larson Financial Group
Missouri
$436K +$37.3K +205 +9%
CIC
943
Carnegie Investment Counsel
Ohio
$436K -$108K -591 -20%
APW
944
Aurora Private Wealth
New Jersey
$434K +$14.4K +79 +3%
HIIFS
945
Harel Insurance Investments & Financial Services
Israel
$431K – – –
RCG
946
Regatta Capital Group
California
$431K – – –
PCI
947
Planning Center Inc
Illinois
$428K -$12.2K -67 -3%
JAG
948
Journey Advisory Group
Kentucky
$428K – – –
PWA
949
Peterson Wealth Advisors
Utah
$427K -$9.46K -52 -2%
DWS
950
Discipline Wealth Solutions
South Carolina
$426K +$426K +2,341 New
36 37
38
39 40