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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 %
CL
201
Choreo LLC
Illinois
$12.6M -$4.34M -23,254 -26%
SW
202
SteelPeak Wealth
California
$12.6M +$12.2M +65,193 +2,806%
LNWWM
203
Laird Norton Wetherby Wealth Management
California
$12.6M +$459K +2,457 +4%
HGWM
204
Horst & Graben Wealth Management
Oregon
$12.5M +$12.5M +67,150 New
TCM
205
Traynor Capital Management
Pennsylvania
$12.3M -$702K -3,757 -5%
SHIM
206
Stone House Investment Management
Pennsylvania
$12.3M +$12.3M +65,773 New
BPCE
207
Bank Pictet & Cie (Europe)
Germany
$12.3M +$78.5K +420 +0.6%
AIA
208
Arcadia Investment Advisors
Idaho
$12.2M -$741K -3,964 -6%
AWM
209
Avitas Wealth Management
California
$12M -$6.33M -33,896 -35%
BWM
210
BKM Wealth Management
Wisconsin
$11.9M +$337K +1,802 +3%
JWCA
211
J.W. Cole Advisors
Florida
$11.9M +$293K +1,567 +3%
SC
212
Sepio Capital
Utah
$11.7M – – –
CFA
213
Camarda Financial Advisors
Florida
$11.7M -$452K -2,419 -4%
GWAM
214
Guardian Wealth Advisors (Minnesota)
Minnesota
$11.6M -$631K -3,378 -5%
EA
215
Efficient Advisors
Ohio
$11.4M -$1.18M -6,300 -9%
MFG
216
Merit Financial Group
Georgia
$11.4M +$11M +60,914 +2,799%
ASW
217
Astoria Strategic Wealth
Texas
$11.3M +$271K +1,451 +2%
CFG
218
Cosner Financial Group
Colorado
$11.3M +$189K +1,013 +2%
BOS
219
Bank of Stockton
California
$11.3M -$341K -1,823 -3%
DZ Bank
220
DZ Bank
Germany
$11.1M +$11.1M +59,643 New
GL
221
Graypoint LLC
New York
$11M +$1.54M +8,252 +16%
BSW
222
Buckingham Strategic Wealth
Missouri
$11M -$565K -3,024 -5%
BFM
223
Broadview Financial Management
Wisconsin
$10.9M +$19.1K +102 +0.2%
DA
224
Detalus Advisors
Missouri
$10.9M +$2.38M +12,726 +28%
RSWM
225
Robertson Stephens Wealth Management
California
$10.9M +$1.35M +7,222 +14%
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