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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 %
AWP
351
Ascent Wealth Partners
New York
$2.32M +$39.3K +251 +2%
HW
352
Hancock Whitney
Mississippi
$2.31M +$918K +5,864 +66%
SCG
353
Sonata Capital Group
Washington
$2.3M -$9.71K -62 -0.4%
EDRIA
354
Edmonds Duncan Registered Investment Advisors
Kansas
$2.28M +$10.6K +68 +0.5%
GCM
355
Gables Capital Management
Florida
$2.26M – – –
ARC
356
Advisor Resource Council
Texas
$2.26M +$2.26M +14,400 New
CCT
357
Country Club Trust
Missouri
$2.24M -$384K -2,451 -15%
MFG
358
Magnus Financial Group
New York
$2.23M +$41.7K +266 +2%
RIS
359
Retirement Income Solutions
Michigan
$2.18M -$482K -3,075 -18%
MCA
360
MSH Capital Advisors
Arizona
$2.16M +$2.16M +13,771 New
TWM
361
Tolleson Wealth Management
Texas
$2.15M – – –
WCF
362
West Coast Financial
California
$2.13M +$181K +1,153 +9%
Renaissance Technologies
363
Renaissance Technologies
New York
$2.13M +$752K +4,800 +55%
PPA
364
Parametric Portfolio Associates
Washington
$2.13M -$6.73K -43 -0.3%
WDG
365
Wealth Dimensions Group
Ohio
$2.13M -$46.5K -297 -2%
BIA
366
Benchmark Investment Advisors
Illinois
$2.12M +$2.12M +13,507 New
EIP
367
Ellis Investment Partners
Pennsylvania
$2.1M +$53.7K +343 +3%
APP
368
Avantax Planning Partners
Iowa
$2.1M +$284K +1,813 +16%
DADC
369
D.A. Davidson & Co
Montana
$2.1M +$60.5K +386 +3%
AAS
370
Ameritas Advisory Services
Nebraska
$2.08M +$2.08M +13,258 New
FA
371
Flagstar Advisors
New York
$2.03M +$236K +1,506 +13%
FFMBT
372
First Farmers & Merchants Bank Trust
Tennessee
$2.03M +$2.03M +12,967 New
MA
373
MBA Advisors
Pennsylvania
$1.99M +$586K +3,740 +42%
TRIA
374
Trail Ridge Investment Advisors
Colorado
$1.96M +$1.96M +12,536 New
OC
375
Oppenheimer & Co
New York
$1.95M +$783 +5 +0%
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