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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
1
Kovitz Investment Group Partners
Illinois
$86.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.25B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$118M
4
KOC
4
Koss-Olinger Consulting
Florida
$55.9M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$167M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$178M
2
UFF
2
USA Financial Formulas
Michigan
$0
3
MWM
3
Modern Wealth Management
Kansas
$1.5M
4
EW
4
Evoke Wealth
California
$0
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLR
1226
Great Lakes Retirement
Ohio
$122K +$122K +673 New
CIA
1227
Cape Investment Advisory
Georgia
$121K +$8.19K +45 +7%
KWAG
1228
Kiely Wealth Advisory Group
North Carolina
$117K – – –
MWM
1229
Mascoma Wealth Management
New Hampshire
$116K – – –
FPB
1230
First PREMIER Bank
South Dakota
$112K – – –
HGERS
1231
Householder Group Estate & Retirement Specialist
Arizona
$110K – – –
ATC
1232
Advantage Trust Company
Kansas
$109K – – –
CC
1233
Cultivar Capital
Texas
$109K +$109K +600 New
RFG
1234
REAP Financial Group
Texas
$105K -$35.3K -194 -25%
SNB
1235
Security National Bank
Nebraska
$104K -$14.7K -81 -12%
TCM
1236
Tradewinds Capital Management
Washington
$99.6K +$99.6K +547 New
PAI
1237
Pittenger & Anderson Inc
Nebraska
$97.4K – – –
LFA
1238
LGT Financial Advisors
Texas
$94K -$28.2K -155 -23%
DJSG
1239
D.J. St. Germain
Massachusetts
$91.2K – – –
AWM
1240
Ameliora Wealth Management
Switzerland
$91K – – –
SIS
1241
Strategic Investment Solutions
Illinois
$91K +$91K +477 New
BA
1242
Ballast Advisors
Minnesota
$90.5K -$9.1K -50 -9%
TCG
1243
Transcendent Capital Group
Oklahoma
$90.1K +$728 +4 +0.8%
WCM
1244
Westend Capital Management
California
$90K – – –
FP
1245
Financial Perspectives
Minnesota
$86.3K +$364 +2 +0.4%
TAM
1246
Tucker Asset Management
Colorado
$85.7K +$7.1K +39 +9%
TCM
1247
TD Capital Management
Tennessee
$85.2K -$1.64K -9 -2%
CB
1248
Chris Bulman
California
$84.3K +$84.3K +463 New
W
1249
WealthCollab
Washington
$83.4K – – –
OIA
1250
Optimum Investment Advisors
Illinois
$81.9K – – –
48 49
50
51 52