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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.

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 Market Value Shares Shares
Change 		Shares
Change %
KIM
151
Kestra Investment Management
Texas
$17.2M 94,629 +94,629 New
GIA
152
Gladstone Institutional Advisory
Florida
$17.1M 94,218 +438 +0.5%
SWM
153
SilverOak Wealth Management
Minnesota
$17.1M 94,156 -627 -0.7%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$17.1M 94,148 +4,273 +5%
GRP
155
Global Retirement Partners
California
$16.9M 92,632 +12,647 +16%
Prudential Financial
156
Prudential Financial
New Jersey
$16.8M 92,281 -11,145 -11%
NCM
157
Narwhal Capital Management
Georgia
$16.5M 90,402 -178 -0.2%
IWA
158
Icon Wealth Advisors
Texas
$16.3M 85,477 +4,669 +6%
FMC
159
First Merchants Corp
Indiana
$16.3M 89,498 -2,032 -2%
WP
160
WealthPLAN Partners
Nebraska
$16.2M 89,063 +2,833 +3%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$16.2M 88,780 +5,668 +7%
MGIA
162
Matthew Goff Investment Advisor
Texas
$16.1M 88,504 +2,266 +3%
WA
163
Wealth Alliance
New York
$16M 88,108 +1,476 +2%
CF
164
Corebridge Financial
Texas
$15.9M 87,600 +87,600 New
WA
165
Waverly Advisors
Alabama
$15.7M 86,418 +78,958 +1,058%
SC
166
Savant Capital
Illinois
$15.7M 86,395 -2,836 -3%
GSWM
167
Greenup Street Wealth Management
Michigan
$15.7M 86,081 -27,767 -24%
I
168
INVST
Indiana
$15.6M 86,106 +14,711 +21%
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$15.4M 84,652 +4,695 +6%
BPA
170
Beacon Pointe Advisors
California
$15.3M 84,237 -1,658 -2%
CFO
171
Callan Family Office
Pennsylvania
$14.9M 81,854 +4,279 +6%
PP
172
Prosperity Planning
Missouri
$14.8M 81,404 -6,165 -7%
AA
173
Alesco Advisors
New York
$14.7M 80,912 -2,545 -3%
Amundi
174
Amundi
France
$14.6M 80,400 -99,600 -55%
RFA
175
RTD Financial Advisors
Pennsylvania
$14.5M 79,652 -2,724 -3%
5 6
7
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