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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
$86.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.25B
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$118M
4
KOC
Koss-Olinger Consulting
Florida
$55.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$167M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$178M
2
UFF
USA Financial Formulas
Michigan
$0
3
MWM
Modern Wealth Management
Kansas
$1.5M
4
EW
Evoke Wealth
California
$0
5
PRS
Pinkerton Retirement Specialists
Idaho
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
1051
FWG Investments
Kentucky
$319K -$9.1K -50 -3%
MC
1052
Middleton & Co
Massachusetts
$319K +$18.2K +100 +6%
OLVIG
1053
Oliver Lagore Vanvalin Investment Group
Michigan
$317K -$17.3K -95 -5%
EWM
1054
Evermay Wealth Management
Virginia
$317K – – –
AGA
1055
Arkos Global Advisors
Texas
$315K – – –
PSIWM
1056
Paradigm Strategies in Wealth Management
Minnesota
$315K – – –
HB
1057
HTLF Bank
Colorado
$315K +$315K +1,728 New
Fisher Asset Management
1058
Fisher Asset Management
Washington
$313K -$57.5K -316 -16%
LC
1059
LCNB Corp
Ohio
$313K – – –
PMG
1060
ProVise Management Group
Florida
$313K – – –
CHA
1061
Carmichael Hill & Associates
Maryland
$312K – – –
FF
1062
Francis Financial
$311K – – –
GWM
1063
GDS Wealth Management
Texas
$311K -$10K -55 -3%
HCM
1064
HMS Capital Management
Tennessee
$309K -$364 -2 -0.1%
TWP
1065
Tempus Wealth Planning
California
$309K +$309K +1,698 New
MCM
1066
Manchester Capital Management
Vermont
$308K – – –
HCM
1067
Howland Capital Management
Massachusetts
$308K +$308K +1,690 New
BWP
1068
Baldwin Wealth Partners
Massachusetts
$305K -$43.7K -240 -13%
GKWIM
1069
Gerber Kawasaki Wealth & Investment Management
California
$304K -$2.37K -13 -0.8%
BSB
1070
Bangor Savings Bank
Maine
$303K -$3.82K -21 -1%
PWMAG
1071
Pinnacle Wealth Management Advisory Group
New Jersey
$303K – – –
GWM
1072
Greenhouse Wealth Management
Connecticut
$303K – – –
BTIM
1073
BancFirst Trust & Investment Management
Oklahoma
$302K +$302K +1,659 New
PCM
1074
Permanent Capital Management
Illinois
$301K +$301K +1,541 New
AUB
1075
Atlantic Union Bankshares
Virginia
$301K – – –
41 42
43
44 45