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iShares S&P 500 Value ETF
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Overview Fund Activity

1,032 hedge funds and large institutions have $17.1B invested in iShares S&P 500 Value ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 380 increasing their positions, 265 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+103
Holders Change %
+11.09%
% of All Funds
15.94%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
1.3%
New
170
Increased
380
Reduced
265
Closed
48
Calls
$19.8M
Puts
$7.58M
Net Calls
+$12.2M
Net Calls Change
-$2.67M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.81B
2
UBS Group
UBS Group
Switzerland
$518M
3
Ameriprise
Ameriprise
Minnesota
$322M
4
Wells Fargo
Wells Fargo
California
$1.33B
5
WIA
World Investment Advisors
California
$28.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.88B
2
LIA
LBMC Investment Advisors
Tennessee
$7.17M
3
HNB
Huntington National Bank
Ohio
$105M
4
HI
Harbour Investments
Wisconsin
$3.3M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
251
Lynch & Associates
Indiana
$5.18M +$431K +2,751 +9%
PFA
252
Pathway Financial Advisors
Vermont
$5.16M +$5.16M +33,472 New
PA
253
Parallel Advisors
California
$5.1M +$26.6K +170 +0.5%
CAG
254
Csenge Advisory Group
Florida
$5.09M -$182K -1,228 -3%
Brown Advisory
255
Brown Advisory
Maryland
$4.97M +$458K +2,926 +10%
Capstone Investment Advisors
256
Capstone Investment Advisors
New York
$4.94M +$1.96M +12,531 +66%
NA
257
Nottingham Advisors
New York
$4.93M -$2.27M -14,450 -32%
AI
258
Atria Investments
North Carolina
$4.88M -$765K -4,885 -14%
RA
259
Rodgers & Associates
Pennsylvania
$4.8M +$54.3K +347 +1%
First Trust Advisors
260
First Trust Advisors
Illinois
$4.79M +$142K +909 +3%
RB
261
Renasant Bank
Mississippi
$4.72M +$227K +1,452 +5%
SIA
262
Stegner Investment Associates
Kentucky
$4.65M +$42.9K +274 +0.9%
AWM
263
AE Wealth Management
Kansas
$4.65M -$2.1M -13,407 -31%
IUHSA
264
Itau Unibanco Holding S.A.
Brazil
$4.62M – – –
PAS
265
Park Avenue Securities
New York
$4.61M +$1.85M +11,784 +67%
WB
266
WesBanco Bank
West Virginia
$4.57M +$118K +754 +3%
SC
267
Savant Capital
Illinois
$4.54M +$325K +2,075 +8%
HCM
268
Hudson Capital Management
New Jersey
$4.42M -$618K -3,516 -12%
ASN
269
Advisory Services Network
Georgia
$4.38M +$485K +3,097 +12%
LFAS
270
Level Four Advisory Services
Texas
$4.37M +$36.7K +234 +0.8%
JHCP
271
Jackson Hole Capital Partners
Oklahoma
$4.37M +$159K +1,017 +4%
FHA
272
First Horizon Advisors
Tennessee
$4.25M -$11.1K -71 -0.3%
BAM
273
Belpointe Asset Management
Nevada
$4.22M -$31K -198 -0.7%
SFP
274
Sterling Financial Planning
New Jersey
$4.2M -$66.1K -422 -2%
CA
275
Clearstead Advisors
Ohio
$4.13M – – –
9 10
11
12 13