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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 %
W
1076
Wealthquest
Ohio
$300K – – –
WA1
1077
Wimmer Associates 1
California
$300K – – –
CCMG
1078
Clark Capital Management Group
Pennsylvania
$299K +$22.9K +126 +8%
CCA
1079
Cottonwood Capital Advisors
Utah
$299K -$1.64K -9 -0.5%
KWA
1080
Kingswood Wealth Advisors
California
$298K +$298K +1,637 New
GIA
1081
Goodwin Investment Advisory
Georgia
$297K -$31.9K -175 -10%
QFA
1082
Quattro Financial Advisors
Texas
$295K – – –
OAS
1083
Optivise Advisory Services
Tennessee
$294K +$294K +1,617 New
SIM
1084
Stratos Investment Management
Ohio
$294K +$11.1K +61 +4%
NS
1085
NBC Securities
Alabama
$293K – – –
WJWM
1086
Williams Jones Wealth Management
New York
$292K – – –
FW
1087
Fairway Wealth
Ohio
$291K – – –
AGC
1088
Aspen Grove Capital
Colorado
$291K – – –
NP
1089
NorthRock Partners
Minnesota
$291K -$6.92K -38 -2%
TL
1090
Tradewinds LLC
North Carolina
$291K +$291K +1,599 New
WAG
1091
Winthrop Advisory Group
Massachusetts
$291K +$728 +4 +0.3%
BWM
1092
Brown Wealth Management
Illinois
$290K -$182 -1 -0.1%
UL
1093
Unionview LLC
Washington
$286K +$1.27K +7 +0.4%
WFS
1094
WealthGarden F.S.
California
$286K +$286K +1,572 New
CMP
1095
Courage Miller Partners
Virginia
$285K – – –
RP
1096
Riverwater Partners
Wisconsin
$284K -$24.6K -135 -8%
CW
1097
CIC Wealth
Maryland
$284K +$1.27K +7 +0.5%
SWM
1098
Sugarloaf Wealth Management
Georgia
$282K +$4.37K +24 +2%
MIM
1099
Macroview Investment Management
Maryland
$282K +$19.1K +105 +7%
T
1100
TCWP
Ohio
$278K -$11.8K -65 -4%
42 43
44
45 46