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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 %
VCM
1301
Versant Capital Management
Arizona
$22.4K – – –
VWWMG
1302
Vermillion & White Wealth Management Group
Pennsylvania
$22K – – –
FMP
1303
Financial Management Professionals
Texas
$21K – – –
CTA
1304
Colonial Trust Advisors
South Carolina
$20.4K – – –
AWM
1305
Abound Wealth Management
Tennessee
$20.3K – – –
DCM
1306
Davis Capital Management
Florida
$20.3K – – –
FFA
1307
Frazier Financial Advisors
Ohio
$20.2K – – –
RTL
1308
Red Tortoise LLC
Georgia
$20K -$6.01K -33 -23%
RI
1309
Ridgewood Investments
New Jersey
$19.8K +$19.8K +109 New
AWM
1310
Atticus Wealth Management
Florida
$18.9K -$81.4K -447 -81%
QPBE
1311
Quintet Private Bank (Europe)
Luxembourg
$18.2K – – –
FGA
1312
Fortis Group Advisors
New Jersey
$18.2K – – –
WOSD
1313
WFA of San Diego
California
$18.2K +$18.2K +100 New
DFC
1314
DB Fitzpatrick & Co
Idaho
$17.3K – – –
HFM
1315
Hartford Financial Management
Connecticut
$17.1K – – –
PIS
1316
POM Investment Strategies
North Carolina
$16.9K -$6.19M -34,012 -100%
ITIM
1317
Indiana Trust & Investment Management
Indiana
$16.7K – – –
RWM
1318
Ruedi Wealth Management
Illinois
$16.4K – – –
JWM
1319
Janiczek Wealth Management
Colorado
$15.8K – – –
GI
1320
Gradient Investments
Minnesota
$15.7K – – –
DF
1321
DecisionPoint Financial
Arizona
$15.4K – – –
POIA
1322
Pin Oak Investment Advisors
Texas
$15K – – –
SIM
1323
Studio Investment Management
Illinois
$14.2K – – –
TFA
1324
Toth Financial Advisory
Virginia
$12.9K – – –
ANBT
1325
American National Bank & Trust
Texas
$12.9K +$12.9K +71 New
51 52
53
54 55