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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 Holding Trade Value Shares
Change 		Shares
Change %
GRP
176
Global Retirement Partners
California
$14.9M +$2.01M +10,741 +16%
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$14.9M +$35.9K +192 +0.2%
UB
178
UMB Bank
Missouri
$14.9M -$1.26M -6,744 -8%
FNBT
179
FineMark National Bank & Trust
Florida
$14.7M -$644K -3,445 -4%
CFO
180
Callan Family Office
Pennsylvania
$14.5M -$1.38M -7,389 -9%
FAIM
181
Financial Advocates Investment Management
Washington
$14.4M +$234K +1,274 +2%
WGC
182
Watts Gwilliam & Co
Arizona
$14.3M +$14.3M +77,589 New
BTWM
183
Brass Tax Wealth Management
Ohio
$14.3M +$14.3M +76,303 New
MWM
184
Modera Wealth Management
New Jersey
$13.9M -$73K -391 -0.5%
DAM
185
Derbend Asset Management
Georgia
$13.8M +$2.71M +14,513 +25%
KFP
186
KMG Fiduciary Partners
Ohio
$13.6M +$197K +1,057 +1%
TNBTD
187
Trustmark National Bank Trust Department
Mississippi
$13.5M – – –
SFO
188
Stokes Family Office
Louisiana
$13.5M +$13.3M +70,941 +5,961%
HFA
189
High Falls Advisors
New York
$13.5M +$13.5M +72,130 New
TPI
190
Trust Point Inc
Wisconsin
$13.4M -$374 -2 -0%
FCC
191
Florin Court Capital
United Kingdom
$13.3M +$2.26M +12,100 +21%
PFA
192
Pettinga Financial Advisors
Indiana
$13.3M +$13.3M +70,986 New
I
193
INVST
Indiana
$13.3M +$207K +1,113 +2%
SHJ
194
Sharkey, Howes & Javer
Colorado
$13.2M +$13.2M +70,521 New
BTI
195
Blue Trust Inc
Georgia
$13.2M +$11M +59,124 +524%
IWMWV
196
Ironwood Wealth Management (West Virginia)
West Virginia
$12.9M -$77.4K -427 -0.6%
BCM
197
Brookstone Capital Management
Illinois
$12.8M +$6.06M +32,413 +89%
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8M -$3.82M -20,450 -23%
SC
199
Sierra Capital
Florida
$12.7M +$3.01M +16,092 +31%
CFG
200
Citizens Financial Group
Rhode Island
$12.7M +$140K +748 +1%
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