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iShares S&P 500 Value ETF
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Overview Fund Activity

1,353 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.

Holders
1,353
Holders Change
+6
Holders Change %
+0.45%
% of All Funds
19.68%
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
1
Kovitz Investment Group Partners
Illinois
$86.8M
2
SA
2
Sanctuary Advisors
Indiana
$82.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.25B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$118M
5
KOC
5
Koss-Olinger Consulting
Florida
$55.9M

Top Sellers

1
UFF
1
USA Financial Formulas
Michigan
$0
2
MWM
2
Modern Wealth Management
Kansas
$1.5M
3
EW
3
Evoke Wealth
California
$0
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$0
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$55.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SL
76
Salomon & Ludwin
Virginia
$42.6M 234,181 -77,149 -25%
SPIA
77
Strategic Point Investment Advisors
Rhode Island
$42.1M 231,539 -2,166 -0.9%
RFC
78
Regions Financial Corp
Alabama
$40.3M 221,466 -1,692 -0.8%
RWP
79
RWA Wealth Partners
Massachusetts
$40M 219,721 -13,566 -6%
SAF
80
Smith Anglin Financial
Texas
$39.7M 217,882 -23,107 -10%
BAAM
81
Baker Avenue Asset Management
California
$37.6M 206,570 +1,278 +0.6%
SMC
82
Smith, Moore & Co
Missouri
$37.4M 205,308 +6,694 +3%
1IA
83
1834 Investment Advisors
Wisconsin
$37.1M 203,897 -5,046 -2%
EH
84
Equitable Holdings
New York
$37M 203,046 +13,429 +7%
BMM
85
Berkshire Money Management
Massachusetts
$36.9M 202,865 +3,198 +2%
QS
86
Quantitative Strategies
California
$35.5M 194,780 -10,195 -5%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$35.2M 193,364 +36,262 +23%
AWS
88
Atria Wealth Solutions
New York
$35.1M 192,583 +20 +0%
PRWA
89
Platte River Wealth Advisors
Colorado
$33.8M 185,874 +2,310 +1%
FHB
90
First Hawaiian Bank
Hawaii
$33.3M 182,802 -82,772 -31%
FWMM
91
Foundation Wealth Management (Missouri)
Missouri
$31.9M 175,119 +7,404 +4%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$31.7M 173,973 -3,067 -2%
NSIM
93
North Star Investment Management
Illinois
$30.8M 169,462 -8,201 -5%
CI
94
CX Institutional
Indiana
$29.7M 163,306 -3,048 -2%
PSCM
95
Per Stirling Capital Management
Texas
$29.3M 161,075 +8,148 +5%
GT
96
Greenleaf Trust
Michigan
$29.2M 160,493 -7,310 -4%
SWM
97
Spire Wealth Management
Virginia
$28.8M 158,840 +1,136 +0.7%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$28.8M 158,060 +16,985 +12%
WWG
99
West Wealth Group
California
$28.7M 157,929 +2,645 +2%
AIA
100
Alera Investment Advisors
Illinois
$28.3M 155,474 +97,610 +169%
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4
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