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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 %
ONB
776
Old National Bancorp
Indiana
$314K -$47.7K -305 -13%
JFG
777
JMG Financial Group
Illinois
$314K – – –
OC
778
Oarsman Capital
Wisconsin
$311K -$3.61K -23 -1%
PFM
779
Parsec Financial Management
North Carolina
$311K – – –
PSIWM
780
Paradigm Strategies in Wealth Management
Minnesota
$310K -$54.7K -350 -15%
CAG
781
Curtis Advisory Group
California
$308K – – –
MW
782
Marcum Wealth
Ohio
$307K -$4.85K -31 -2%
HNWA
783
Henrickson Nauta Wealth Advisors
Michigan
$304K +$304K +1,999 New
CFAM
784
Center For Asset Management
Florida
$302K -$6.59K -42 -2%
OBWG
785
Onyx Bridge Wealth Group
New York
$302K +$5.19K +33 +2%
ICG
786
InterOcean Capital Group
Tennessee
$301K – – –
PIM
787
Progressive Investment Management
Oregon
$298K – – –
VDI
788
Vaughan David Investments
Illinois
$297K -$1.57K -10 -0.5%
NWMG
789
National Wealth Management Group
Ohio
$297K +$297K +1,896 New
RTS
790
Round Table Services
New Jersey
$296K +$296K +1,889 New
GWM
791
GDS Wealth Management
Texas
$296K +$296K +1,891 New
CTB
792
Country Trust Bank
Illinois
$294K – – –
CFA
793
Carroll Financial Associates
North Carolina
$293K -$333K -2,136 -53%
BTWM
794
Baker Tilly Wealth Management
Wisconsin
$290K -$256K -1,637 -47%
MA
795
MONECO Advisors
Connecticut
$290K +$40.3K +261 +16%
SFG
796
Sowa Financial Group
Rhode Island
$289K -$20.2K -129 -7%
DY
797
Dowling & Yahnke
California
$289K -$4.54K -29 -2%
GIA
798
Guyasuta Investment Advisors
Pennsylvania
$289K – – –
ONST
799
Old North State Trust
North Carolina
$288K – – –
MSAM
800
Moloney Securities Asset Management
Missouri
$287K -$213K -1,360 -43%
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32
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