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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 %
CW
176
CreativeOne Wealth
Kansas
$14.5M -$5.97M -32,784 -29%
FNBT
177
FineMark National Bank & Trust
Florida
$14.2M -$159K -873 -1%
MWM
178
Modera Wealth Management
New Jersey
$14.1M +$592K +3,250 +4%
PFA
179
Pettinga Financial Advisors
Indiana
$14M +$1.03M +5,660 +8%
UB
180
UMB Bank
Missouri
$13.9M -$555K -3,051 -4%
BTWM
181
Brass Tax Wealth Management
Ohio
$13.8M -$112K -616 -0.8%
HFA
182
High Falls Advisors
New York
$13.5M +$405K +2,223 +3%
SHJ
183
Sharkey, Howes & Javer
Colorado
$13.5M +$624K +3,426 +5%
BCM
184
Brookstone Capital Management
Illinois
$13.3M +$240K +1,262 +2%
KFP
185
KMG Fiduciary Partners
Ohio
$13.3M +$22K +121 +0.2%
IWMWV
186
Ironwood Wealth Management (West Virginia)
West Virginia
$13.2M +$32.5K +176 +0.2%
SW
187
SteelPeak Wealth
California
$13.2M +$890K +4,891 +7%
BTI
188
Blue Trust Inc
Georgia
$13.2M +$6.54K +35 +0%
TNBTD
189
Trustmark National Bank Trust Department
Mississippi
$13.2M – – –
SFO
190
Stokes Family Office
Louisiana
$13.1M +$14.2K +78 +0.1%
TPI
191
Trust Point Inc
Wisconsin
$13M -$7.28K -40 -0.1%
Cerity Partners
192
Cerity Partners
New York
$12.9M -$1.65M -9,070 -11%
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8M +$362K +1,988 +3%
FAIM
194
Financial Advocates Investment Management
Washington
$12.8M -$1.5M -8,232 -11%
SHIM
195
Stone House Investment Management
Pennsylvania
$12.7M +$729K +4,005 +6%
HGWM
196
Horst & Graben Wealth Management
Oregon
$12.4M +$129K +710 +1%
OAM
197
Occidental Asset Management
California
$12.3M -$2.45M -13,465 -17%
CFG
198
Citizens Financial Group
Rhode Island
$12.3M -$42.4K -233 -0.3%
LNWWM
199
Laird Norton Wetherby Wealth Management
California
$12.3M -$21.7K -119 -0.2%
BRWA
200
B. Riley Wealth Advisors
Florida
$12.2M +$3.92M +21,541 +48%
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