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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 %
DSA
1351
Davis Selected Advisers
Arizona
– -$24.3M -139,545 Closed
WIM
1352
Warwick Investment Management
Texas
– -$20.1M -115,809 Closed
Allianz Asset Management
1353
Allianz Asset Management
Germany
– -$8.12M -46,700 Closed
PL
1354
Polianta Ltd
Jersey
– -$5.81M -33,400 Closed
Squarepoint
1355
Squarepoint
New York
– -$5.09M -29,295 Closed
IUHSA
1356
Itau Unibanco Holding S.A.
Brazil
– -$4.7M -27,000 Closed
ZIG
1357
Zurich Insurance Group
Switzerland
– -$3.35M -19,343 Closed
AP
1358
Arlington Partners
Alabama
– -$2.59M -14,909 Closed
USAA
1359
United Services Automobile Association
Texas
– -$2.45M -14,069 Closed
AIM
1360
Alhambra Investment Management
Florida
– -$2.12M -12,166 Closed
CP
1361
Coho Partners
Pennsylvania
– -$2.04M -11,718 Closed
TCA
1362
Taconic Capital Advisors
New York
– -$1.74M -10,000 Closed
CCM
1363
Canal Capital Management
Virginia
– -$1.51M -8,692 Closed
AFAS
1364
Acorn Financial Advisory Services
Virginia
– -$1.44M -8,307 Closed
OPWM
1365
Oxinas Partners Wealth Management
Indiana
– -$1.14M -6,529 Closed
PIM
1366
Parker Investment Management
California
– -$1.04M -6,000 Closed
AF
1367
Apexium Financial
Texas
– -$934K -5,373 Closed
DIA
1368
Dean Investment Associates
Ohio
– -$917K -5,272 Closed
BFAG
1369
Blackston Financial Advisory Group
Florida
– -$890K -5,116 Closed
AWA
1370
Arete Wealth Advisors
Illinois
– -$880K -5,062 Closed
OCBCO
1371
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$862K -4,957 Closed
RBFC
1372
Roman Butler Fullerton & Co
Missouri
– -$863K -4,941 Closed
ITB
1373
Idaho Trust Bank
Idaho
– -$819K -4,710 Closed
AC
1374
AlphaCore Capital
California
– -$804K -4,623 Closed
CWP
1375
Corepath Wealth Partners
Arizona
– -$770K -4,429 Closed
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