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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 %
SAW
1376
Signal Advisors Wealth
Michigan
– -$2.7M -14,476 Closed
JGC
1377
J. Goldman & Co
New York
– -$2.38M -12,750 Closed
MCC
1378
Money Concepts Capital
Florida
– -$1.89M -10,112 Closed
WC
1379
Wexford Capital
Florida
– -$1.79M -9,580 Closed
HIC
1380
Hartline Investment Corp
Illinois
– -$1.5M -8,038 Closed
SAM
1381
Smithbridge Asset Management
Pennsylvania
– -$1.26M -6,726 Closed
NWM
1382
Napa Wealth Management
California
– -$884K -4,733 Closed
NSB
1383
Norway Savings Bank
Maine
– -$857K -4,588 Closed
AT
1384
American Trust
Kentucky
– -$647K -3,461 Closed
SOS
1385
Silver Oak Securities
Tennessee
– -$596K -3,189 Closed
WA
1386
Wealthstar Advisors
Texas
– -$501K -2,684 Closed
NCM
1387
Novare Capital Management
North Carolina
– -$497K -2,660 Closed
CBFP
1388
Cedar Brook Financial Partners
Ohio
– -$486K -2,601 Closed
EWM
1389
Executive Wealth Management
Michigan
– -$480K -2,584 Closed
ARC
1390
Advisor Resource Council
Texas
– -$412K -2,369 Closed
PIWA
1391
Prevail Innovative Wealth Advisors
Kansas
– -$395K -2,116 Closed
ST
1392
Sabal Trust
Florida
– -$391K -2,092 Closed
Renaissance Technologies
1393
Renaissance Technologies
New York
– -$374K -2,000 Closed
1WM
1394
1900 Wealth Management
Texas
– -$370K -1,982 Closed
BSSFA
1395
Baron Silver Stevens Financial Advisors
Florida
– -$296K -1,583 Closed
CIA
1396
Capital Investment Advisors
Georgia
– -$288K -1,540 Closed
WA
1397
WESPAC Advisors
California
– -$282K -1,510 Closed
BKA
1398
Brick & Kyle Associates
Pennsylvania
– -$276K -1,501 Closed
SL
1399
Summitry LLC
California
– -$280K -1,500 Closed
Capstone Investment Advisors
1400
Capstone Investment Advisors
New York
– -$249K -1,335 Closed
54 55
56
57 58