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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 %
JF
601
JSF Financial
California
$648K +$101K +646 +18%
SCA
602
Snowden Capital Advisors
New York
$646K -$32.1K -205 -5%
CAM
603
Concorde Asset Management
Michigan
$646K +$42.7K +273 +7%
CWM
604
ClientFirst Wealth Management
Arkansas
$637K +$637K +4,066 New
ESB
605
Essex Savings Bank
Connecticut
$636K – – –
PCG
606
Private Capital Group
Connecticut
$635K – – –
CGA
607
Crescent Grove Advisors
Illinois
$627K – – –
PWP
608
Pursue Wealth Partners
California
$627K +$627K +4,000 New
CPO
609
Cerity Partners OCIO
New York
$625K -$5.33K -34 -0.8%
CWP
610
Corepath Wealth Partners
Arizona
$615K +$13.3K +84 +2%
Wealth Enhancement Advisory Services
611
Wealth Enhancement Advisory Services
Minnesota
$608K -$3.23K -21 -0.5%
PS
612
Planned Solutions
California
$605K +$605K +3,864 New
AWA
613
Arete Wealth Advisors
Illinois
$604K +$54.9K +350 +10%
TP
614
Tranquility Partners
Tennessee
$602K +$88.5K +565 +17%
NAM
615
NTV Asset Management
West Virginia
$599K – – –
AIP
616
Almanack Investment Partners
Pennsylvania
$593K +$118K +750 +25%
WSFS
617
Wilmington Savings Fund Society
Delaware
$590K – – –
PL
618
Plancorp LLC
Missouri
$589K – – –
IA
619
Insight Advisors
Pennsylvania
$588K – – –
GEA
620
Glen Eagle Advisors
New Jersey
$586K +$198K +1,263 +51%
MG
621
Mather Group
Illinois
$584K -$8.46K -54 -1%
NCM
622
Novare Capital Management
North Carolina
$584K +$1.57K +10 +0.3%
PFG
623
Pinnacle Financial Group
Illinois
$581K +$581K +3,708 New
CWM
624
CarsonAllaria Wealth Management
Illinois
$573K +$573K +3,655 New
RC
625
RegentAtlantic Capital
New Jersey
$566K +$10.2K +65 +2%
23 24
25
26 27