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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 %
MFG
201
Merit Financial Group
Georgia
$12.1M +$645K +3,545 +6%
FFA
202
Farther Finance Advisors
California
$12.1M +$2.73M +15,074 +29%
SWC
203
Spectrum Wealth Counsel
Indiana
$12M +$10.3M +56,375 +585%
BWM
204
BKM Wealth Management
Wisconsin
$12M +$383K +2,103 +3%
CFG
205
Cosner Financial Group
Colorado
$11.8M +$769K +4,227 +7%
AWM
206
Avitas Wealth Management
California
$11.7M +$1.27K +7 +0%
PCA
207
Prosperity Capital Advisors
Ohio
$11.7M +$2.29M +12,580 +24%
GL
208
Graypoint LLC
New York
$11.5M +$691K +3,794 +6%
JWCA
209
J.W. Cole Advisors
Florida
$11.4M -$177K -972 -2%
BPCE
210
Bank Pictet & Cie (Europe)
Germany
$11.4M -$528K -2,900 -4%
TCM
211
Traynor Capital Management
Pennsylvania
$11.4M -$598K -3,285 -5%
KPWS
212
Kestra Private Wealth Services
Texas
$11.4M +$1.9M +10,437 +20%
ASW
213
Astoria Strategic Wealth
Texas
$11.3M +$300K +1,651 +3%
GWAM
214
Guardian Wealth Advisors (Minnesota)
Minnesota
$11.1M -$243K -1,335 -2%
RSWM
215
Robertson Stephens Wealth Management
California
$10.9M +$305K +1,676 +3%
OPS
216
Orion Portfolio Solutions
Nebraska
$10.9M +$860K +4,725 +9%
BCI
217
Brinker Capital Investments
Pennsylvania
$10.9M +$860K +4,725 +9%
BFM
218
Broadview Financial Management
Wisconsin
$10.7M +$115K +634 +1%
GPA
219
Guidance Point Advisors
Massachusetts
$10.7M +$1.03M +5,638 +11%
SC
220
Sierra Capital
Florida
$10.6M -$1.75M -9,619 -14%
PWM
221
Perigon Wealth Management
California
$10.6M +$951K +5,223 +10%
SWMP
222
Signature Wealth Management Partners
New Jersey
$10.6M +$520K +2,855 +5%
ABC
223
Associated Banc-Corp
Wisconsin
$10.5M +$8.19K +45 +0.1%
MA
224
Mutual Advisors
Nebraska
$10.5M +$965K +5,097 +10%
BSW
225
Buckingham Strategic Wealth
Missouri
$10.4M -$263K -1,446 -2%
7 8
9
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