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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.

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
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$103M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.81B
3
TWC
3
TD Waterhouse Canada
Ontario, Canada
$36.8M
4
UBS Group
4
UBS Group
Switzerland
$518M
5
Ameriprise
5
Ameriprise
Minnesota
$322M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.88B
2
LIA
2
LBMC Investment Advisors
Tennessee
$7.17M
3
HNB
3
Huntington National Bank
Ohio
$105M
4
HI
4
Harbour Investments
Wisconsin
$3.3M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$135M
Name Market Value Shares Shares
Change 		Shares
Change %
LI
26
LVZ Inc
Michigan
$94.7M 604,819 +12,789 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$91.2M 582,137 -684 -0.1%
Betterment LLC
28
Betterment LLC
New York
$88.1M 562,470 -14,080 -2%
Lido Advisors
29
Lido Advisors
California
$80.7M 515,049 +31,537 +7%
HighTower Advisors
30
HighTower Advisors
Illinois
$71.9M 458,933 +154,510 +51%
MCM
31
MAI Capital Management
Ohio
$70.4M 449,444 +26,751 +6%
HFBOT
32
Home Federal Bank of Tennessee
Tennessee
$66.1M 422,168 -5,357 -1%
Barclays
33
Barclays
United Kingdom
$64.2M 409,852 +28,502 +7%
Financial Engines Advisors
34
Financial Engines Advisors
California
$61.9M 395,197 +25,348 +7%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$61.4M 392,272 +13,496 +4%
VA
36
Valmark Advisers
Ohio
$60.5M 386,264 -14,062 -4%
EH
37
Equitable Holdings
New York
$57.9M 369,641 +6,625 +2%
FHB
38
First Hawaiian Bank
Hawaii
$54.8M 350,019 -6,885 -2%
PFM
39
Phillips Financial Management
Indiana
$54.3M 346,822 +7,320 +2%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$53.9M 344,278 +10,303 +3%
SWPG
41
Strategic Wealth Partners Group
Illinois
$53.9M 343,916 -2,667 -0.8%
ANB
42
Amarillo National Bank
Texas
$51M 325,575 +7,262 +2%
SL
43
Salomon & Ludwin
Virginia
$50M 319,130 -2,610 -0.8%
CC
44
Courier Capital
New York
$49.6M 316,531 +825 +0.3%
B
45
Barings
North Carolina
$49.4M 315,094 +167,738 +114%
MMA
46
Miracle Mile Advisors
California
$49M 313,150 +53,274 +20%
PA
47
Probity Advisors
Texas
$46.1M 294,493 +6,565 +2%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$45.9M 293,271 +8,180 +3%
UCFA
49
United Capital Financial Advisors
Texas
$45.4M 289,941 -29,372 -9%
MCWS
50
McKinley Carter Wealth Services
West Virginia
$43.7M 279,101 +15,188 +6%
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