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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 %
FFA
801
First Foundation Advisors
California
$286K – – –
RMCM
802
Reynders McVeigh Capital Management
Massachusetts
$281K – – –
IWP
803
Icon Wealth Partners
Texas
$278K – – –
CCM
804
Covington Capital Management
California
$277K -$89.1K -568 -24%
CCM
805
Cribstone Capital Management
Maine
$277K -$4.69K -30 -2%
PIFP
806
Partners in Financial Planning
Virginia
$277K +$461 +3 +0.2%
AA
807
Ancora Advisors
Ohio
$275K – – –
FSWA
808
Financial Synergies Wealth Advisors
Texas
$275K +$2.98K +19 +1%
ADL
809
Asset Dedication LLC
California
$274K -$24K -153 -8%
LP
810
LGL Partners
Pennsylvania
$273K +$1.41K +9 +0.5%
AWA
811
Amplius Wealth Advisors
Pennsylvania
$273K +$273K +1,744 New
ACM
812
Antonetti Capital Management
Florida
$271K – – –
CF
813
Centaurus Financial
California
$269K -$94.9K -606 -26%
LC
814
LCNB Corp
Ohio
$269K – – –
CMP
815
Courage Miller Partners
Virginia
$268K +$11.7K +75 +5%
CPIA
816
Cornell Pochily Investment Advisors
New York
$268K +$38.1K +243 +17%
MCM
817
Murphy Capital Management
New Jersey
$266K – – –
WSTAM
818
Wilbanks Smith & Thomas Asset Management
Virginia
$266K +$157 +1 +0.1%
TSWM
819
Tyler-Stone Wealth Management
Ohio
$265K +$265K +1,691 New
TFGT
820
TS Financial Group (TSFG)
Illinois
$264K – – –
IC
821
Intersect Capital
California
$263K -$29K -185 -10%
CTFG
822
Capstone Triton Financial Group
Oklahoma
$263K +$1.88K +12 +0.7%
GWM
823
Greenhouse Wealth Management
Connecticut
$261K +$2.82K +18 +1%
CCA
824
Column Capital Advisors
Indiana
$261K +$51.5K +329 +25%
W
825
Wealthquest
Ohio
$258K -$26.3K -168 -9%
31 32
33
34 35