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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 %
BFA
476
Beacon Financial Advisory
Ohio
$1.17M +$1.57K +10 +0.1%
PCS
477
Personal CFO Solutions
New Jersey
$1.17M -$23.3K -149 -2%
CC
478
Cadinha & Co
Hawaii
$1.17M -$3.92K -25 -0.3%
TWP
479
Total Wealth Planning
Ohio
$1.16M -$319K -2,833 -22%
NSB
480
Norway Savings Bank
Maine
$1.16M -$43.5K -278 -4%
GCM
481
Goldstream Capital Management
Hong Kong
$1.16M +$1.16M +7,405 New
TGAM
482
TBH Global Asset Management
Tennessee
$1.16M -$30.1K -192 -3%
CL
483
Choreo LLC
Illinois
$1.16M -$18.3K -117 -2%
SIA
484
Sage Investment Advisers
New York
$1.14M +$1.14M +7,292 New
GT
485
Glenmede Trust
Pennsylvania
$1.14M +$68.8K +439 +6%
EWM
486
EPG Wealth Management
Georgia
$1.13M +$48.1K +307 +4%
CPSC
487
Carl P. Sherr & Co
Massachusetts
$1.12M +$2.19K +14 +0.2%
AA
488
Argent Advisors
Louisiana
$1.11M +$24.7K +158 +2%
DCM
489
Dimension Capital Management
Florida
$1.09M – – –
KM
490
Kalos Management
Georgia
$1.06M +$40.5K +265 +4%
CWM
491
Connecticut Wealth Management
Connecticut
$1.06M +$2.35K +15 +0.2%
HCC
492
Hirtle Callaghan & Co
Pennsylvania
$1.05M – – –
CWC
493
Carolinas Wealth Consulting
North Carolina
$1.05M -$17.4K -111 -2%
TIA
494
Tiemann Investment Advisors
California
$1.05M -$5.01K -32 -0.5%
MLICM
495
Metropolitan Life Insurance Company (MetLife)
New York
$1.05M -$141K -900 -12%
TNB
496
Thomasville National Bank
Georgia
$1.05M +$21.3K +136 +2%
BIM
497
Bridges Investment Management
Nebraska
$1.05M – – –
OWA
498
Outlook Wealth Advisors
Texas
$1.04M -$49K -313 -4%
TIM
499
Total Investment Management
Arizona
$1.04M -$14.4K -92 -1%
CC
500
Chicago Capital
Illinois
$1.04M – – –
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