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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 %
GC
726
Gratus Capital
Georgia
$397K – – –
CA
727
CoreCap Advisors
Michigan
$396K +$396K +2,526 New
ZF
728
Zhang Financial
Michigan
$395K +$14.9K +95 +4%
SXL
729
Summit X LLC
Missouri
$393K +$16K +102 +4%
3LCM
730
3D/L Capital Management
Connecticut
$390K +$2.19K +14 +0.6%
DC
731
Davenport & Co
Virginia
$384K -$16.4K -105 -4%
FNBOSM
732
First National Bank of South Miami
Florida
$384K +$41.9K +268 +12%
VWM
733
Valley Wealth Managers
New Jersey
$383K +$5.01K +32 +1%
IFWM
734
Institute for Wealth Management
Colorado
$382K -$61.1K -390 -14%
BWM
735
Blossom Wealth Management
California
$381K +$51.9K +331 +16%
GA
736
Greenspring Advisors
Maryland
$377K +$377K +2,408 New
OIS
737
Okabena Investment Services
Minnesota
$376K +$376K +2,400 New
VAS
738
Vestmark Advisory Solutions
Massachusetts
$375K +$27.5K +176 +8%
EI
739
Ellevest Inc
New York
$375K +$174K +1,114 +87%
KA
740
Klingman & Associates
New York
$374K – – –
BFM
741
Boston Financial Management
Massachusetts
$373K – – –
CWM
742
Chesapeake Wealth Management
Virginia
$371K +$8.61K +55 +2%
HIIFS
743
Harel Insurance Investments & Financial Services
Israel
$370K – – –
PCMC
744
Private Capital Management (Colorado)
Colorado
$370K – – –
CAM
745
Close Asset Management
United Kingdom
$368K – – –
IFA
746
Interactive Financial Advisors
Illinois
$366K +$16.1K +103 +5%
VWA
747
Visionary Wealth Advisors
Illinois
$363K -$48.6K -310 -12%
MFA
748
Mayflower Financial Advisors
Massachusetts
$362K +$313 +2 +0.1%
SFWA
749
Summit Financial Wealth Advisors
Louisiana
$361K +$361K +2,271 New
EWM
750
Empirical Wealth Management
Washington
$360K +$15.5K +99 +5%
28 29
30
31 32