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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 %
BWP
426
Bernardo Wealth Planning
Pennsylvania
$1.48M – – –
GSWM
427
Greenup Street Wealth Management
Michigan
$1.47M +$1.47M +9,409 New
EAM
428
Empirical Asset Management
Massachusetts
$1.47M +$1.47M +9,393 New
IWC
429
Integrated Wealth Concepts
Massachusetts
$1.46M -$261K -1,665 -15%
SW
430
SVB Wealth
Massachusetts
$1.45M -$7.67K -49 -0.5%
BAM
431
Baldrige Asset Management
Pennsylvania
$1.45M -$116K -744 -7%
YWP
432
YorkBridge Wealth Partners
New York
$1.44M – – –
LBC
433
Lowe Brockenbrough & Co
Virginia
$1.44M – – –
SCA
434
Southern Capital Advisors
Tennessee
$1.44M +$1.44M +9,162 New
FFM
435
Forum Financial Management
Illinois
$1.43M +$1.43M +9,126 New
FCFC
436
First Commonwealth Financial Corp
Pennsylvania
$1.42M +$32.7K +209 +2%
RCG
437
Resource Consulting Group
Florida
$1.42M +$1.42M +9,055 New
GWA
438
GGM Wealth Advisors
Maryland
$1.42M – – –
CS
439
Credit Suisse
Switzerland
$1.41M -$27.3K -174 -2%
WPC
440
White Pine Capital
Minnesota
$1.38M +$64.1K +409 +5%
Deutsche Bank
441
Deutsche Bank
Germany
$1.37M -$21.8K -139 -2%
William Blair & Company
442
William Blair & Company
Illinois
$1.37M +$98.3K +628 +8%
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$1.37M +$35.2K +225 +3%
LC
444
LTG Capital
Massachusetts
$1.36M +$1.36M +8,713 New
SFPG
445
Stonebridge Financial Planning Group
Florida
$1.36M – – –
9WM
446
9258 Wealth Management
Ohio
$1.35M +$211K +1,348 +19%
BCA
447
Bay Colony Advisors
Massachusetts
$1.34M +$102K +650 +8%
DW
448
Domani Wealth
Pennsylvania
$1.34M – – –
BWM
449
BigSur Wealth Management
Florida
$1.33M – – –
LSPW
450
Lake Street Private Wealth
Illinois
$1.33M +$212K +1,355 +19%
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