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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.

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
1
Kovitz Investment Group Partners
Illinois
$86.8M
2
SA
2
Sanctuary Advisors
Indiana
$82.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.25B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$118M
5
KOC
5
Koss-Olinger Consulting
Florida
$55.9M

Top Sellers

1
UFF
1
USA Financial Formulas
Michigan
$0
2
MWM
2
Modern Wealth Management
Kansas
$1.5M
3
EW
3
Evoke Wealth
California
$0
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$0
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$55.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AWMS
101
Advocacy Wealth Management Services
Georgia
$28.2M 155,121 +16,321 +12%
TW
102
Transform Wealth
Colorado
$28.1M 154,656 -2,848 -2%
CCM
103
Condor Capital Management
New Jersey
$27.3M 150,113 +145 +0.1%
EWA
104
Encompass Wealth Advisors
Oregon
$27.3M 149,836 +1,404 +0.9%
FLA
105
Financial Life Advisors
Texas
$27.1M 148,928 -1,386 -0.9%
Northern Trust
106
Northern Trust
Illinois
$27.1M 148,869 +14,988 +11%
CFA
107
Cahill Financial Advisors
Minnesota
$26.9M 147,656 -4,001 -3%
PAG
108
Private Advisor Group
New Jersey
$26.2M 144,116 +2,724 +2%
PIA
109
Powell Investment Advisors
Florida
$25.7M 140,932 +45 +0%
JWA
110
JFS Wealth Advisors
Pennsylvania
$24.3M 133,783 -1,754 -1%
Citigroup
111
Citigroup
New York
$23.9M 131,334 +1,367 +1%
AWM
112
AE Wealth Management
Kansas
$23.9M 131,221 -19,738 -13%
TWC
113
TD Waterhouse Canada
Ontario, Canada
$23.8M 130,961 -2,159 -2%
DSA
114
Droms Strauss Advisors
Missouri
$23.7M 130,433 -3,365 -3%
AIP
115
Ameritas Investment Partners
Nebraska
$23.6M 129,829 -7,469 -5%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$23.3M 127,764 -6,030 -5%
AI
117
Atria Investments
North Carolina
$22.8M 125,212 -8,334 -6%
APW
118
Austin Private Wealth
Texas
$22.6M 123,992 +13,964 +13%
MCM
119
MV Capital Management
Maryland
$22M 120,859 +271 +0.2%
PS
120
Principal Securities
Iowa
$21.7M 119,450 +295 +0.2%
LFS
121
Lutz Financial Services
Nebraska
$21.7M 119,308 -951 -0.8%
QIM
122
Quest Investment Management
Oregon
$21.5M 118,032 – –
Pathstone Holdings
123
Pathstone Holdings
New Jersey
$21.5M 117,886 -859 -0.7%
DI
124
DDFG Inc
California
$21.4M 117,632 -2,263 -2%
AAP
125
Arax Advisory Partners
Colorado
$21.2M 116,308 -2,807 -2%
3 4
5
6 7