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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
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$105M
4
Lido Advisors
4
Lido Advisors
California
$111M
5
KOC
5
Koss-Olinger Consulting
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.32B 17,776,089 +861,704 +5%
Morgan Stanley
2
Morgan Stanley
New York
$2.28B 12,211,975 -10,539,725 -46%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.23B 11,960,390 +7,646,227 +177%
Bank of America
4
Bank of America
North Carolina
$1.46B 7,808,737 +716,794 +10%
Wells Fargo
5
Wells Fargo
California
$1.4B 7,511,971 -53,974 -0.7%
Goldman Sachs
6
Goldman Sachs
New York
$869M 4,653,725 -30,629 -0.7%
LPL Financial
7
LPL Financial
California
$758M 4,058,190 +2,068,642 +104%
UBS Group
8
UBS Group
Switzerland
$655M 3,508,103 -50,279 -1%
Ameriprise
9
Ameriprise
Minnesota
$464M 2,465,715 +404,912 +20%
Stifel Financial
10
Stifel Financial
Missouri
$453M 2,424,527 +229,192 +10%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$324M 1,732,390 +144,297 +9%
US Bancorp
12
US Bancorp
Minnesota
$288M 1,539,081 +139,258 +10%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$280M 1,496,348 +1,040,767 +228%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$263M 1,410,516 +1,270,256 +906%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$257M 1,377,642 +1,149,497 +504%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$237M 1,270,909 +39,490 +3%
BlackRock
17
BlackRock
New York
$235M 1,259,026 +1,252,768 +20,019%
Mariner
18
Mariner
Kansas
$211M 1,127,185 +30,705 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$202M 1,080,157 +146,251 +16%
M&T Bank
20
M&T Bank
New York
$201M 1,075,369 -4,426 -0.4%
HNB
21
Huntington National Bank
Ohio
– – – –
PAS
22
Park Avenue Securities
New York
$169M 902,534 +839,744 +1,337%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$160M 856,580 +124,854 +17%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$159M 848,973 -21,271 -2%
SWM
25
Spire Wealth Management
Virginia
$157M 157,704 +12,846 +9%
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