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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 %
RCG
751
Regatta Capital Group
California
$360K +$360K +2,296 New
CCA
752
Cottonwood Capital Advisors
Utah
$358K +$358K +2,283 New
OCPWS
753
One Charles Private Wealth Services
Massachusetts
$357K – – –
1CP
754
17 Capital Partners
Arizona
$356K +$7.83K +50 +2%
MW
755
Milestone Wealth
New York
$355K +$355K +2,265 New
HIS
756
Harvest Investment Services
Illinois
$351K -$156 -1 -0%
LJAC
757
L.J. Altfest & Co
New York
$349K +$1.41K +9 +0.4%
TWM
758
Tradition Wealth Management
Minnesota
$348K +$107K +682 +44%
BFA
759
Beaumont Financial Advisors
Massachusetts
$344K -$19.6K -125 -5%
WMS
760
Wealth Management Solutions
Pennsylvania
$344K +$344K +2,197 New
ST
761
Sabal Trust
Florida
$343K +$14.7K +94 +4%
XF
762
XML Financial
Maryland
$339K +$157 +1 +0%
CCM
763
Colorado Capital Management
Colorado
$335K – – –
WCG
764
Weaver Consulting Group
California
$332K +$332K +2,120 New
HTC
765
Haverford Trust Company
Pennsylvania
$330K – – –
DIA
766
Dean Investment Associates
Ohio
$330K +$330K +2,110 New
GIA
767
Goodwin Investment Advisory
Georgia
$328K -$26.3K -168 -7%
SIC
768
Samalin Investment Counsel
New York
$327K +$1.41K +9 +0.4%
CIAS
769
Capital Investment Advisory Services
North Carolina
$326K -$292K -1,860 -47%
BWP
770
Baldwin Wealth Partners
Massachusetts
$326K – – –
KIA
771
KCM Investment Advisors
California
$325K – – –
LS
772
Leelyn Smith
Illinois
$324K – – –
PWP
773
Perfromance Wealth Partners
Illinois
$323K +$323K +2,060 New
AL
774
Aspiriant LLC
California
$319K +$319K +2,044 New
RF
775
Rollins Financial
Georgia
$318K +$318K +2,032 New
29 30
31
32 33