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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 %
IFWM
1101
Institute for Wealth Management
Colorado
$278K -$85.4K -469 -23%
BFA
1102
Beaumont Financial Advisors
Massachusetts
$277K – – –
HFW
1103
Horizon Family Wealth
Illinois
$276K +$1.27K +7 +0.5%
CJ
1104
Caitlin John
Michigan
$276K – – –
LG
1105
LaFleur & Godfrey
Michigan
$276K +$276K +1,516 New
SAMT
1106
Select Asset Management & Trust
Pennsylvania
$274K -$32.7K -180 -11%
MMG
1107
Monetary Management Group
Missouri
$273K – – –
FA
1108
Fountainhead AM
New Jersey
$272K +$1.09K +6 +0.4%
KCM
1109
KRS Capital Management
Michigan
$272K – – –
LSA
1110
L & S Advisors
California
$272K -$910 -5 -0.3%
WCG
1111
Weaver Consulting Group
California
$270K -$172K -947 -39%
PFBT
1112
Parkside Financial Bank & Trust
Missouri
$270K -$8.19K -45 -3%
PWM
1113
PBMares Wealth Management
Virginia
$270K +$546 +3 +0.2%
BCG
1114
Breakwater Capital Group
New Jersey
$269K – – –
WQ
1115
Wealth Quarterback
New Jersey
$267K +$9.1K +50 +4%
WFC
1116
Western Financial Corp
California
$267K -$15.7K -86 -6%
MLL
1117
Moody Lynn & Lieberson
Massachusetts
$266K – – –
UCB
1118
United Community Bank
South Carolina
$265K -$47.1K -259 -15%
WEG
1119
World Equity Group
Illinois
$265K -$248K -1,362 -48%
EA
1120
Everpar Advisors
Oklahoma
$264K +$264K +1,450 New
FCFC
1121
First Citizens Financial Corp
Iowa
$263K – – –
GLA
1122
Good Life Advisors
Pennsylvania
$263K +$8.55K +47 +3%
DP
1123
Denver PWM
Colorado
$263K -$6.85M -37,651 -96%
FCIM
1124
Fairview Capital Investment Management
California
$260K – – –
FCA
1125
FinTrust Capital Advisors
South Carolina
$260K -$13.8K -76 -5%
43 44
45
46 47