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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 %
PL
1126
Parthenon LLC
Kentucky
$259K – – –
BFP
1127
Beacon Financial Planning
Massachusetts
$258K +$1.09K +6 +0.4%
EWA
1128
Evolution Wealth Advisors
Florida
$257K – – –
TWCA
1129
Two West Capital Advisors
Kansas
$256K +$256K +1,407 New
LFASL
1130
Lugano Financial Advisors SA (LFA)
Switzerland
$255K – – –
SFC
1131
SYM Financial Corp
Indiana
$254K +$254K +1,395 New
BC
1132
Barrett & Company
Rhode Island
$253K – – –
SWM
1133
Sagace Wealth Management
Florida
$252K +$252K +1,341 New
CHC
1134
City Holding Co
West Virginia
$252K -$45.5K -250 -15%
NIA
1135
NIA Impact Advisors
California
$250K +$250K +1,374 New
WBC
1136
West Branch Capital
Massachusetts
$247K – – –
SFP
1137
Strategic Financial Partners
Oregon
$247K – – –
JEST
1138
JTC Employer Solutions Trustee
Jersey
$246K – – –
HBT
1139
Hills Bank & Trust
Iowa
$246K -$2.73K -15 -1%
ARA
1140
Alexander Randolph Advisory
Virginia
$245K – – –
ESB
1141
Essex Savings Bank
Connecticut
$245K +$245K +1,347 New
MWAM
1142
Manhattan West Asset Management
California
$245K +$245K +1,346 New
RBC
1143
Romano Brothers & Co
Illinois
$245K – – –
CCWM
1144
Correct Capital Wealth Management
Missouri
$243K – – –
SWM
1145
Segment Wealth Management
Texas
$243K +$25.5K +140 +12%
CWM
1146
Chesapeake Wealth Management
Virginia
$242K -$10K -55 -4%
AP
1147
Appleton Partners
Massachusetts
$241K – – –
AWA
1148
Acorn Wealth Advisors
Michigan
$240K +$240K +1,318 New
SPWG
1149
Syntegra Private Wealth Group
Missouri
$240K +$20.7K +114 +9%
ML
1150
McAdam LLC
Pennsylvania
$238K +$16.4K +90 +7%
44 45
46
47 48