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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
+$60.1M
2
UBS Group
UBS Group
Switzerland
+$35.4M
3
Ameriprise
Ameriprise
Minnesota
+$35.2M
4
Wells Fargo
Wells Fargo
California
+$33.2M
5
WIA
World Investment Advisors
California
+$27.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$110M
2
LIA
LBMC Investment Advisors
Tennessee
-$94.3M
3
HNB
Huntington National Bank
Ohio
-$85.3M
4
HI
Harbour Investments
Wisconsin
-$56.4M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
326
Trilogy Capital
California
$2.96M +$2.96M +18,877 New
SWA
327
Sax Wealth Advisors
New Jersey
$2.94M +$1.88K +12 +0.1%
MFC
328
Morris Financial Concepts
South Carolina
$2.92M +$2.92M +18,660 New
MA
329
Mutual Advisors
Nebraska
$2.87M -$7.83K -50 -0.3%
AllianceBernstein
330
AllianceBernstein
Tennessee
$2.84M -$482K -3,077 -15%
TF
331
TIAA FSB
Florida
$2.8M +$40.7K +260 +1%
Millennium Management
332
Millennium Management
New York
$2.79M +$1.92M +12,278 +221%
DWT
333
Dorsey & Whitney Trust
South Dakota
$2.77M -$48.6K -310 -2%
SCM
334
SOL Capital Management
Maryland
$2.77M -$175K -1,115 -6%
SIA
335
Schechter Investment Advisors
Michigan
$2.77M +$2.77M +17,664 New
IDA
336
Intelligence Driven Advisers
California
$2.74M -$188K -1,242 -6%
IA
337
IFP Advisors
Florida
$2.71M -$133K -849 -5%
GVAG
338
Great Valley Advisor Group
Delaware
$2.67M +$477K +3,044 +22%
SPIA
339
Steward Partners Investment Advisory
New York
$2.57M -$322K -2,056 -11%
COCM
340
Charter Oak Capital Management
New Hampshire
$2.56M +$238K +1,518 +10%
FMBTD
341
First Midwest Bank Trust Division
Illinois
$2.54M +$25.8K +165 +1%
ATPW
342
Ashton Thomas Private Wealth
Arizona
$2.54M +$172K +1,099 +7%
MCM
343
MKP Capital Management
New York
$2.51M +$1.25M +8,000 +100%
First Manhattan
344
First Manhattan
New York
$2.48M -$28.5K -182 -1%
KFAA
345
Klaas Financial Asset Advisors
Illinois
$2.43M -$130K -828 -5%
BOH
346
Bank of Hawaii
Hawaii
$2.41M -$6.89K -44 -0.3%
OCM
347
Objective Capital Management
Ohio
$2.41M +$2.41M +15,362 New
CWM
348
Cahaba Wealth Management
Georgia
$2.38M +$143K +915 +6%
GSEP
349
Golden State Equity Partners
California
$2.35M -$75K -479 -3%
PCMU
350
Paragon Capital Management (Utah)
Utah
$2.34M +$2.34M +14,911 New
12 13
14
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