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iShares S&P 500 Value ETF
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Overview Fund Activity

1,347 hedge funds and large institutions have $26.4B invested in iShares S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 489 increasing their positions, 420 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
Holders Change
+97
Holders Change %
+7.76%
% of All Funds
19.53%
Holding in Top 10
127
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+13.39%
% of All Funds
1.84%
New
183
Increased
489
Reduced
420
Closed
68
Calls
$22.9M
Puts
$1.74M
Net Calls
+$21.1M
Net Calls Change
-$7.54M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.23B
2
LPL Financial
LPL Financial
California
$758M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$263M
4
BlackRock
BlackRock
New York
$235M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$257M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.28B
2
HNB
Huntington National Bank
Ohio
$187M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
4
Osaic Holdings
Osaic Holdings
Arizona
$105M
5
Lido Advisors
Lido Advisors
California
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCCM
1201
Black Cypress Capital Management
Florida
$203K +$203K +1,087 New
SFMG
1202
Sage Financial Management Group
Virginia
$203K +$203K +1,084 New
EBSAM
1203
Eubel Brady & Suttman Asset Management
Ohio
$203K +$203K +1,087 New
TCOV
1204
Trust Company of Vermont
Vermont
$202K – – –
SFFS
1205
Stonehage Fleming Financial Services
Jersey
$189K +$189K +1,245 New
MAWCM
1206
Mine & Arao Wealth Creation & Management
California
$186K +$187 +1 +0.1%
EWP
1207
Elevation Wealth Partners
California
$182K +$1.68K +9 +0.9%
AAG
1208
Armstrong Advisory Group
Massachusetts
$176K – – –
WB
1209
Webster Bank
Connecticut
$168K – – –
MFC
1210
Mechanics Financial Corp
Ohio
$167K – – –
HCM
1211
Hollencrest Capital Management
California
$165K – – –
GJWM
1212
Gilliland Jeter Wealth Management
Arkansas
$163K +$163K +872 New
FFA
1213
Founders Financial Alliance
North Carolina
$160K – – –
PWM
1214
Provident Wealth Management
Tennessee
$159K – – –
WAG
1215
Wiser Advisor Group
Arizona
$148K +$144K +770 +3,667%
PO
1216
Private Ocean
California
$145K – – –
RFG
1217
REAP Financial Group
Texas
$144K +$144K +769 New
APW
1218
Atlantic Private Wealth
North Carolina
$137K +$561 +3 +0.4%
LB
1219
Legacy Bridge
Iowa
$136K +$2.62K +14 +2%
VNA
1220
Valley National Advisers
Pennsylvania
$132K +$557 +3 +0.4%
CA
1221
Crewe Advisors
Utah
$131K +$6.91K +37 +6%
CT
1222
Colonial Trust
South Carolina
$128K – – –
CSB
1223
City State Bank
Iowa
$126K – – –
LF
1224
LifeSteps Financial
California
$126K +$126K +673 New
LFA
1225
LGT Financial Advisors
Texas
$126K +$26.9K +144 +27%
47 48
49
50 51