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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.

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
SA
2
Sanctuary Advisors
Indiana
$82.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.25B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$118M
5
KOC
5
Koss-Olinger Consulting
Florida
$55.9M

Top Sellers

1
UFF
1
USA Financial Formulas
Michigan
$0
2
MWM
2
Modern Wealth Management
Kansas
$1.5M
3
EW
3
Evoke Wealth
California
$0
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$0
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$55.3M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.21B 17,657,915 -118,174 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$2.26B 12,399,766 +187,791 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.25B 12,380,397 +420,007 +4%
Bank of America
4
Bank of America
North Carolina
$1.41B 7,724,599 -84,138 -1%
Wells Fargo
5
Wells Fargo
California
$1.4B 7,676,743 +164,772 +2%
Goldman Sachs
6
Goldman Sachs
New York
$833M 4,574,969 -78,756 -2%
LPL Financial
7
LPL Financial
California
$775M 4,258,617 +200,427 +5%
UBS Group
8
UBS Group
Switzerland
$643M 3,532,581 +24,478 +0.7%
Ameriprise
9
Ameriprise
Minnesota
$451M 2,479,234 +13,519 +0.5%
Stifel Financial
10
Stifel Financial
Missouri
$442M 2,427,692 +3,165 +0.1%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$334M 1,835,991 +103,601 +6%
US Bancorp
12
US Bancorp
Minnesota
$284M 1,560,117 +21,036 +1%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$267M 1,465,679 -30,669 -2%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$259M 1,424,716 +47,074 +3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$256M 1,405,171 -5,345 -0.4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$241M 1,321,931 +51,022 +4%
BlackRock
17
BlackRock
New York
$229M 1,256,404 -2,622 -0.2%
Mariner
18
Mariner
Kansas
$202M 1,112,452 -14,733 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$192M 1,055,291 -24,866 -2%
M&T Bank
20
M&T Bank
New York
$185M 1,013,721 -61,648 -6%
HNB
21
Huntington National Bank
Ohio
– – – –
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$167M 918,220 +277,110 +43%
PAS
23
Park Avenue Securities
New York
$167M 917,118 +14,584 +2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$156M 859,747 +3,167 +0.4%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$154M 844,161 -4,812 -0.6%
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