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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.

New
Increased
Maintained
Reduced
Closed
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
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 %
MMM
1001
Mendel Money Management
Illinois
$374K – – –
NAS
1002
Nicolet Advisory Services
Wisconsin
$372K – – –
VA
1003
Vident Advisory
Georgia
$372K +$16.7K +92 +5%
NAM
1004
NTV Asset Management
West Virginia
$370K +$13.7K +75 +4%
AGWCA
1005
Annis Gardner Whiting Capital Advisors
Florida
$370K -$148K -812 -29%
BW
1006
BIP Wealth
Georgia
$370K +$182 +1 +0%
FCB
1007
First County Bank
Connecticut
$368K -$642K -3,527 -64%
CIAS
1008
Capital Investment Advisory Services
North Carolina
$367K -$86.1K -473 -19%
IFA
1009
Interactive Financial Advisors
Illinois
$365K -$364 -2 -0.1%
MFA
1010
Millington Financial Advisors
Illinois
$365K +$1.82K +10 +0.5%
KIA
1011
KCM Investment Advisors
California
$364K -$43.3K -238 -11%
GWM
1012
Gray Wealth Management
Maine
$364K – – –
SFG
1013
Sather Financial Group
Texas
$364K – – –
IIC
1014
Ironwood Investment Counsel
Arizona
$363K – – –
BHPW
1015
Beverly Hills Private Wealth
California
$360K -$23.3K -128 -6%
BFM
1016
Boston Financial Management
Massachusetts
$358K – – –
CAG
1017
Curtis Advisory Group
California
$357K – – –
BWA
1018
BlueChip Wealth Advisors
Georgia
$355K +$6.55K +36 +2%
WTB
1019
Washington Trust Bank
Washington
$355K -$81K -445 -19%
EE
1020
EWG Elevate
California
$353K -$1.64K -9 -0.5%
SFWC
1021
Strategic Family Wealth Counselors
New Jersey
$353K – – –
PWP
1022
Perfromance Wealth Partners
Illinois
$352K – – –
OCM
1023
One Capital Management
California
$351K +$81.7K +449 +30%
BWL
1024
Bogart Wealth LLC
Virginia
$350K +$910 +5 +0.3%
AF
1025
Affiance Financial
Minnesota
$349K – – –
39 40
41
42 43