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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 %
SPP
1401
Single Point Partners
Massachusetts
– -$243K -1,299 Closed
FB
1402
Fulton Bank
Pennsylvania
– -$235K -1,258 Closed
TCWM
1403
Total Clarity Wealth Management
Illinois
– -$233K -1,245 Closed
SFFS
1404
Stonehage Fleming Financial Services
Jersey
– -$189K -1,245 Closed
TI
1405
Trexquant Investment
Connecticut
– -$226K -1,209 Closed
TA
1406
TFB Advisors
Kansas
– -$212K -1,191 Closed
FPCG
1407
Fort Pitt Capital Group
Pennsylvania
– -$222K -1,191 Closed
MHB
1408
Midwest Heritage Bank
Iowa
– -$221K -1,181 Closed
RF
1409
RHS Financial
California
– -$217K -1,159 Closed
PPP
1410
Private Portfolio Partners
New Jersey
– -$213K -1,142 Closed
AWM
1411
Aprio Wealth Management
Georgia
– -$213K -1,138 Closed
1WA
1412
180 Wealth Advisors
Washington
– -$208K -1,111 Closed
ACP
1413
Aviance Capital Partners
Florida
– -$204K -1,090 Closed
EBSAM
1414
Eubel Brady & Suttman Asset Management
Ohio
– -$203K -1,087 Closed
SFMG
1415
Sage Financial Management Group
Virginia
– -$203K -1,084 Closed
MAWCM
1416
Mine & Arao Wealth Creation & Management
California
– -$186K -996 Closed
LF
1417
LifeSteps Financial
California
– -$126K -673 Closed
CBT
1418
CoreFirst Bank & Trust
Kansas
– -$66.3K -355 Closed
FFWA
1419
FRG Family Wealth Advisors
Washington
– -$54K -302 Closed
First Manhattan
1420
First Manhattan
New York
– -$53.8K -288 Closed
FIM
1421
Fernwood Investment Management
Massachusetts
– -$52.7K -282 Closed
OC
1422
Oakworth Capital
Alabama
– -$31.4K -168 Closed
NIC
1423
Northwest Investment Counselors
Oregon
– -$29.1K -156 Closed
VL
1424
Vima LLC
Michigan
– -$23.5K -155 Closed
PAM
1425
Palisade Asset Management
Minnesota
– -$26.3K -141 Closed
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