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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 %
BF
126
BOK Financial
Oklahoma
$21.1M +$604K +3,320 +3%
EL
127
EWA LLC
Pennsylvania
$21M -$1.67M -8,895 -7%
Creative Planning
128
Creative Planning
Kansas
$21M -$488K -2,682 -2%
AF
129
Allworth Financial
California
$21M -$292K -1,558 -1%
IWC
130
Integrated Wealth Concepts
Massachusetts
$20.7M +$13M +71,261 +168%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$20.6M +$20.6M +113,000 New
SWP
132
Stratos Wealth Partners
Ohio
$20.5M +$762K +4,185 +4%
KL
133
KWMG LLC
Kansas
$20.5M -$141K -773 -0.7%
ISWM
134
Independent Solutions Wealth Management
New York
$20.4M +$41K +225 +0.2%
CA
135
Clearstead Advisors
Ohio
$20.4M +$775K +4,257 +4%
SPC
136
Sigma Planning Corp
Michigan
$20.2M -$1.37M -7,543 -6%
BFPW
137
BOK Financial Private Wealth
Colorado
$20M -$422K -2,318 -2%
EPP
138
ETF Portfolio Partners
Kansas
$19.7M +$1.05M +5,746 +6%
BS
139
Banco Santander
Spain
$19.4M +$143K +784 +0.7%
DW
140
Durante & Waters
New York
$19.4M -$945K -5,190 -5%
JF
141
JSF Financial
California
$19.3M +$383K +2,105 +2%
CL
142
Choreo LLC
Illinois
$19.2M +$6.95M +38,384 +57%
MAM
143
MMA Asset Management
Pennsylvania
$19.2M +$445K +2,445 +2%
IF
144
Ironwood Financial
Arizona
$18.8M +$39.7K +218 +0.2%
SC
145
Saiph Capital
New Jersey
$18.7M +$355K +1,953 +2%
TPCW
146
TD Private Client Wealth
New York
$18.6M -$1.84M -10,092 -9%
GIA
147
GHP Investment Advisors
Colorado
$18.6M -$185K -1,019 -1%
PGFC
148
Peapack-Gladstone Financial Corp
New Jersey
$18.4M -$9.1K -50 -0%
MFIM
149
Mesirow Financial Investment Management
Illinois
$18.1M +$92.5K +508 +0.5%
CFB
150
Cullen/Frost Bankers
Texas
$17.5M +$253K +1,390 +1%
4 5
6
7 8