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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 %
HC
951
Hara Capital
Washington
$425K -$43.7K -240 -9%
CPIA
952
Cornell Pochily Investment Advisors
New York
$424K +$27.3K +150 +7%
FIB
953
First Interstate Bank
Montana
$422K -$5.64K -31 -1%
BMWM
954
Brown Miller Wealth Management
Virginia
$421K -$48.6K -267 -10%
National Bank of Canada
955
National Bank of Canada
Quebec, Canada
$419K -$2.71K -15 -0.6%
DWM
956
Dakota Wealth Management
Florida
$416K +$11.5K +63 +3%
RMCM
957
Reynders McVeigh Capital Management
Massachusetts
$416K – – –
CWM
958
Cabot Wealth Management
Massachusetts
$416K -$20.2K -111 -5%
OCPWS
959
One Charles Private Wealth Services
Massachusetts
$414K – – –
CPSAC
960
Chas P. Smith & Associates (CPS)
Florida
$414K -$36.4K -200 -8%
GCIM
961
Gunn & Company Investment Management
Florida
$414K +$414K +2,273 New
EW
962
Element Wealth
Mississippi
$410K -$13.8K -76 -3%
RWM
963
Rockwood Wealth Management
Pennsylvania
$410K +$410K +2,250 New
BZWA
964
Blue Zone Wealth Advisors
California
$409K -$32.9K -181 -7%
USB
965
Union Savings Bank
Connecticut
$408K – – –
CSWM
966
Cassady Schiller Wealth Management
Ohio
$407K – – –
T2I
967
Turim 21 Investimentos
Brazil
$405K – – –
JFG
968
Jefferies Financial Group
New York
$405K – – –
AWM
969
Aviso Wealth Management
Washington
$405K – – –
HWA
970
HCR Wealth Advisors
California
$404K +$7.28K +40 +2%
MMPW
971
Mitchell McLeod Pugh & Williams
Alabama
$404K +$89.2K +490 +28%
LA
972
Lifeworks Advisors
Michigan
$401K +$39K +214 +11%
LWM
973
LongView Wealth Management
Georgia
$401K -$1.64K -9 -0.4%
HIS
974
Harvest Investment Services
Illinois
$400K -$1.86M -10,204 -82%
MFG
975
Mosaic Financial Group
Illinois
$398K +$1.09K +6 +0.3%
37 38
39
40 41