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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 %
MIAN
401
Mariner Independent Advisor Network
Kansas
$1.69M -$618K -3,936 -27%
Canada Pension Plan Investment Board
402
Canada Pension Plan Investment Board
Ontario, Canada
$1.68M +$1.68M +10,700 New
MWM
403
Marietta Wealth Management
Georgia
$1.67M +$11.3K +72 +0.7%
VAFP
404
Vahanian & Associates Financial Planning
New York
$1.66M +$1.66M +10,615 New
AIM
405
Alhambra Investment Management
Florida
$1.65M +$101K +646 +7%
PA
406
PSI Advisors
Florida
$1.63M – – –
IAG
407
Investment Advisory Group
Massachusetts
$1.62M +$1.62M +10,444 New
PFS
408
Prospera Financial Services
Texas
$1.61M +$267K +1,701 +20%
AWE
409
Avidian Wealth Enterprises
Texas
$1.61M +$1.61M +10,272 New
SFA
410
Sequoia Financial Advisors
Ohio
$1.6M +$1.37M +8,760 +591%
TFF
411
The Family Firm
Maryland
$1.58M +$8.15K +52 +0.5%
BP
412
Ballentine Partners
Massachusetts
$1.56M – – –
SAM
413
Silvercrest Asset Management
New York
$1.55M -$23.5K -150 -1%
PBO
414
Peoples Bank (Ohio)
Ohio
$1.54M – – –
EWM
415
Endurance Wealth Management
Rhode Island
$1.54M +$29.5K +188 +2%
WPW
416
Waldron Private Wealth
Pennsylvania
$1.53M – – –
NEWAS
417
N.E.W. Advisory Services
Wisconsin
$1.53M -$180K -1,149 -11%
AFAS
418
Acorn Financial Advisory Services
Virginia
$1.53M -$118K -753 -7%
PIMG
419
Patriot Investment Management Group
Tennessee
$1.52M – – –
Prudential Financial
420
Prudential Financial
New Jersey
$1.52M +$410K +2,660 +37%
CIR
421
Clear Investment Research
Georgia
$1.52M -$17.4K -111 -1%
ANTB
422
AMG National Trust Bank
Colorado
$1.51M +$17.2K +110 +1%
SC
423
Scotia Capital
Ontario, Canada
$1.51M +$1.23M +7,861 +443%
OFG
424
Oxford Financial Group
Indiana
$1.5M +$648K +4,139 +76%
Two Sigma Investments
425
Two Sigma Investments
New York
$1.5M +$815K +5,200 +118%
15 16
17
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