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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.

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
1
Envestnet Asset Management
Illinois
$2.23B
2
LPL Financial
2
LPL Financial
California
$758M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$263M
4
BlackRock
4
BlackRock
New York
$235M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$257M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.28B
2
HNB
2
Huntington National Bank
Ohio
$187M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$105M
5
Lido Advisors
5
Lido Advisors
California
$111M
Name Market Value Shares Shares
Change 		Shares
Change %
EL
126
EWA LLC
Pennsylvania
$22.3M 121,273 +121,273 New
PS
127
Principal Securities
Iowa
$22.3M 119,155 +149 +0.1%
AAP
128
Arax Advisory Partners
Colorado
$22.3M 119,115 -8,081 -6%
Pathstone Holdings
129
Pathstone Holdings
New Jersey
$22.2M 118,745 -770 -0.6%
SPC
130
Sigma Planning Corp
Michigan
$22.1M 118,437 +70,957 +149%
Creative Planning
131
Creative Planning
Kansas
$22.1M 118,196 -355 -0.3%
QIM
132
Quest Investment Management
Oregon
$22M 118,032 – –
GSWM
133
Greenup Street Wealth Management
Michigan
$21.3M 113,848 -51,671 -31%
AF
134
Allworth Financial
California
$21.2M 113,532 +1,609 +1%
KL
135
KWMG LLC
Kansas
$21.1M 113,178 -433 -0.4%
TPCW
136
TD Private Client Wealth
New York
$21M 112,266 -6,482 -5%
CW
137
CreativeOne Wealth
Kansas
$21M 112,195 +112,195 New
BFPW
138
BOK Financial Private Wealth
Colorado
$21M 112,181 -7,148 -6%
ISWM
139
Independent Solutions Wealth Management
New York
$20.9M 112,109 -1,583 -1%
DW
140
Durante & Waters
New York
$20.9M 111,856 -4,061 -4%
BF
141
BOK Financial
Oklahoma
$20.9M 112,472 -20,146 -15%
APW
142
Austin Private Wealth
Texas
$20.3M 110,028 +110,028 New
SWP
143
Stratos Wealth Partners
Ohio
$20.2M 108,297 +37,452 +53%
BS
144
Banco Santander
Spain
$19.8M 106,068 -2,207 -2%
CA
145
Clearstead Advisors
Ohio
$19.8M 107,574 +4,616 +4%
JF
146
JSF Financial
California
$19.4M 103,950 +22,889 +28%
Prudential Financial
147
Prudential Financial
New Jersey
$19.3M 103,426 +81,198 +365%
GIA
148
GHP Investment Advisors
Colorado
$19.2M 102,969 -1,292 -1%
IF
149
Ironwood Financial
Arizona
$19.2M 102,966 +355 +0.3%
EPP
150
ETF Portfolio Partners
Kansas
$19.1M 102,217 +27,859 +37%
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