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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 %
BA
376
Bristlecone Advisors
Washington
$1.92M +$58.7K +375 +3%
VFA
377
Valeo Financial Advisors
Indiana
$1.92M +$479K +3,060 +33%
MFT
378
Moisand Fitzgerald Tamayo
Florida
$1.91M -$20.1K -128 -1%
WFA
379
Wellspring Financial Advisors
Ohio
$1.9M +$3.76K +24 +0.2%
RWG
380
Regal Wealth Group
California
$1.89M +$313 +2 +0%
WFAG
381
Wescott Financial Advisory Group
Pennsylvania
$1.89M +$236K +1,508 +14%
CFGS
382
Concourse Financial Group Securities
Alabama
$1.88M -$179K -1,144 -9%
BMCM
383
Bryn Mawr Capital Management
Pennsylvania
$1.87M -$124K -794 -6%
RhumbLine Advisers
384
RhumbLine Advisers
Massachusetts
$1.87M – – –
WP
385
WMS Partners
Maryland
$1.86M -$154K -984 -8%
GPWA
386
Great Point Wealth Advisors
Massachusetts
$1.85M – – –
ACK
387
Andrew C. Karlinski
$1.84M +$1.84M +11,752 New
WCM
388
WealthBridge Capital Management
Ohio
$1.83M -$375K -2,391 -17%
Franklin Resources
389
Franklin Resources
California
$1.82M -$21.9K -140 -1%
TPWA
390
TRUE Private Wealth Advisors
Oregon
$1.8M +$58.7K +375 +3%
HSA
391
HBK Sorce Advisory
Pennsylvania
$1.8M -$1.45M -9,249 -45%
USAA
392
United Services Automobile Association
Texas
$1.77M -$1.43M -9,123 -45%
GT
393
Glenview Trust
Kentucky
$1.75M +$117K +747 +7%
MWM
394
Mattern Wealth Management
Kansas
$1.74M – – –
FWP
395
Falcon Wealth Planning
California
$1.72M -$8.93K -57 -0.5%
HR
396
Hayden Royal
North Carolina
$1.72M +$5.33K +34 +0.3%
NL
397
NWAM LLC
Washington
$1.72M +$220K +1,403 +15%
RBC
398
Roble Belko & Company
Pennsylvania
$1.71M – – –
KBFS
399
Kohmann Bosshard Financial Services
Ohio
$1.71M – – –
PFGIA
400
Patriot Financial Group Insurance Agency
Massachusetts
$1.71M +$293K +1,872 +21%
14 15
16
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