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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 %
AAG
1201
Armstrong Advisory Group
Massachusetts
$184K – – –
WAG
1202
Wiser Advisor Group
Arizona
$180K +$35.7K +196 +25%
EWP
1203
Elevation Wealth Partners
California
$178K +$728 +4 +0.4%
GJWM
1204
Gilliland Jeter Wealth Management
Arkansas
$164K +$5.1K +28 +3%
WB
1205
Webster Bank
Connecticut
$163K – – –
MFC
1206
Mechanics Financial Corp
Ohio
$163K – – –
GFPC
1207
Global Financial Private Client
Florida
$158K +$37.7K +207 +31%
FFA
1208
Founders Financial Alliance
North Carolina
$156K – – –
PWM
1209
Provident Wealth Management
Tennessee
$155K – – –
OP
1210
ORG Partners
Indiana
$150K +$150K +831 New
ZB
1211
Zions Bancorporation
Utah
$142K +$142K +781 New
Mirae Asset Global Investments
1212
Mirae Asset Global Investments
South Korea
$140K +$140K +769 New
PO
1213
Private Ocean
California
$138K -$3.64K -20 -3%
TF
1214
Tompkins Financial
New York
$138K +$15.8K +87 +13%
AWM
1215
Activest Wealth Management
Florida
$134K +$125K +685 +1,292%
AssetMark Inc
1216
AssetMark Inc
California
$133K +$131K +719 +5,136%
LB
1217
Legacy Bridge
Iowa
$133K +$182 +1 +0.1%
BCMLT
1218
Beacon Capital Management LLC (Tennessee)
Tennessee
$132K +$12K +66 +10%
GWSG
1219
GPS Wealth Strategies Group
Colorado
$132K +$47.9K +263 +57%
VNA
1220
Valley National Advisers
Pennsylvania
$130K +$727 +4 +0.6%
CA
1221
Crewe Advisors
Utah
$129K +$1.27K +7 +1%
CCA
1222
Criterion Capital Advisors
Tennessee
$129K +$21.5K +118 +20%
Citadel Advisors
1223
Citadel Advisors
Florida
$127K -$410K -2,250 -76%
CT
1224
Colonial Trust
South Carolina
$124K – – –
CSB
1225
City State Bank
Iowa
$123K – – –
47 48
49
50 51