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iShares S&P 500 Value ETF
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Overview Fund Activity

1,347 hedge funds and large institutions have $26.4B invested in iShares S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 489 increasing their positions, 420 reducing their positions, and 68 closing their positions.

Holders
1,347
Holders Change
+97
Holders Change %
+7.76%
% of All Funds
19.53%
Holding in Top 10
127
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+13.39%
% of All Funds
1.84%
New
183
Increased
489
Reduced
420
Closed
68
Calls
$22.9M
Puts
$1.74M
Net Calls
+$21.1M
Net Calls Change
-$7.54M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.23B
2
LPL Financial
2
LPL Financial
California
$758M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$263M
4
BlackRock
4
BlackRock
New York
$235M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$257M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.28B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$105M
4
Lido Advisors
4
Lido Advisors
California
$111M
5
KOC
5
Koss-Olinger Consulting
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
76
Financial Engines Advisors
California
$48.2M 257,793 -30,987 -11%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$47M 251,855 -1,186 -0.5%
NA
78
NewEdge Advisors
Louisiana
$46.7M 250,204 +217,502 +665%
SAF
79
Smith Anglin Financial
Texas
$45M 240,989 -135,335 -36%
SPIA
80
Strategic Point Investment Advisors
Rhode Island
$43.7M 233,705 -64,623 -22%
RWP
81
RWA Wealth Partners
Massachusetts
$43.6M 233,287 -80,318 -26%
EW
82
Evoke Wealth
California
$41.8M 223,593 +223,593 New
RFC
83
Regions Financial Corp
Alabama
$41.7M 223,158 +10,717 +5%
1IA
84
1834 Investment Advisors
Wisconsin
$39M 208,943 -16,596 -7%
BAAM
85
Baker Avenue Asset Management
California
$38.4M 205,292 +4,802 +2%
QS
86
Quantitative Strategies
California
$38.3M 204,975 +18,422 +10%
BMM
87
Berkshire Money Management
Massachusetts
$37.3M 199,667 +4,029 +2%
SMC
88
Smith, Moore & Co
Missouri
$37.1M 198,614 -2,001 -1%
AWS
89
Atria Wealth Solutions
New York
$36M 192,563 +120,380 +167%
EH
90
Equitable Holdings
New York
$35.4M 189,617 -37,718 -17%
PW
91
Peninsula Wealth
California
$35.4M 189,378 +61,695 +48%
PRWA
92
Platte River Wealth Advisors
Colorado
$34.3M 183,564 +20,025 +12%
NSIM
93
North Star Investment Management
Illinois
$33.2M 177,663 +4,622 +3%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$33.1M 177,040 +40,089 +29%
PRS
95
Pinkerton Retirement Specialists
Idaho
$32.2M 172,362 +14,954 +10%
Amundi
96
Amundi
France
$31.8M 180,000 +39,000 +28%
TWC
97
TD Waterhouse Canada
Ontario, Canada
$31.4M 133,120 -20,050 -13%
GT
98
Greenleaf Trust
Michigan
$31.3M 167,803 -6,206 -4%
FWMM
99
Foundation Wealth Management (Missouri)
Missouri
$31.3M 167,715 +10,398 +7%
CI
100
CX Institutional
Indiana
$31.1M 166,354 -8,867 -5%
2 3
4
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