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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 %
FIA
1351
FPC Investment Advisory
California
$2.47K +$2.47K +13 New
TSMHT
1352
Thurston Springer Miller Herd & Titak
Indiana
$2.37K +$2.37K +13 New
MSG
1353
Main Street Group
Virginia
$2.17K – – –
TWP
1354
Triad Wealth Partners
Kansas
$728 +$728 +4 New
TRCT
1355
Tower Research Capital (TRC)
New York
$546 +$546 +3 New
UFF
1356
USA Financial Formulas
Michigan
– -$72.1M -385,722 Closed
EW
1357
Evoke Wealth
California
– -$41.8M -223,593 Closed
PRS
1358
Pinkerton Retirement Specialists
Idaho
– -$32.2M -172,362 Closed
RVPG
1359
Relative Value Partners Group
– -$24.3M -139,590 Closed
AIG
1360
American International Group
New York
– -$17.7M -94,900 Closed
CFA
1361
Camarda Financial Advisors
Florida
– -$11.7M -62,467 Closed
GAA
1362
Global Assets Advisory
Florida
– -$276K -51,245 Closed
DS
1363
DRW Securities
Illinois
– -$8.7M -46,561 Closed
SWM
1364
Soundmark Wealth Management
Washington
– -$7.78M -41,628 Closed
Millennium Management
1365
Millennium Management
New York
– -$7.2M -38,560 Closed
TSW
1366
Three Seasons Wealth
Utah
– -$5.71M -30,929 Closed
NG
1367
Norden Group
Utah
– -$4.82M -25,811 Closed
EC
1368
Estate Counselors
Wisconsin
– -$4.5M -24,085 Closed
LNC
1369
Lincoln National Corp
Pennsylvania
– -$4.46M -23,852 Closed
SIAS
1370
Summit Investment Advisory Services
Minnesota
– -$3.93M -21,031 Closed
SFS
1371
Sharp Financial Services
Pennsylvania
– -$3.75M -20,084 Closed
TFG
1372
Tilson Financial Group
New Jersey
– -$3.57M -19,129 Closed
NL
1373
NWAM LLC
Washington
– -$3.04M -16,710 Closed
CA
1374
CoreCap Advisors
Michigan
– -$2.93M -15,679 Closed
CB
1375
Cadence Bank
Mississippi
– -$2.91M -15,602 Closed
53 54
55
56 57