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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 %
ACM
826
Armbruster Capital Management
New York
$258K – – –
WA1
827
Wimmer Associates 1
California
$258K – – –
RDFA
828
Ritter Daniher Financial Advisory
Ohio
$257K – – –
GKWIM
829
Gerber Kawasaki Wealth & Investment Management
California
$257K +$256K +473 +23,650%
Simplex Trading
830
Simplex Trading
Illinois
$257K +$257K +1,643 New
FNC
831
First National Corp
Massachusetts
$256K -$13.2K -84 -5%
AIP
832
Ahrens Investment Partners
Louisiana
$256K +$625 +4 +0.2%
UFA
833
US Financial Advisors
Massachusetts
$256K +$256K +1,632 New
MWPCG
834
Measured Wealth Private Client Group
New Hampshire
$252K – – –
Massachusetts Financial Services
835
Massachusetts Financial Services
Massachusetts
$252K +$252K +1,608 New
TYCC
836
Texas Yale Capital Corp
Florida
$251K – – –
TWM
837
Titus Wealth Management
California
$250K -$7.05K -45 -3%
SFP
838
Strategic Financial Partners
Oregon
$248K – – –
AP
839
Appleton Partners
Massachusetts
$248K – – –
KOMWMG
840
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$247K -$132K -842 -35%
CBN
841
Cadence Bank NA
Texas
$247K – – –
ECM
842
Evergreen Capital Management
Washington
$246K +$469 +3 +0.2%
RMDI
843
R.M. Davis Inc
Maine
$244K -$40K -256 -14%
AF
844
Alerus Financial
North Dakota
$244K – – –
AWA
845
Acorn Wealth Advisors
Michigan
$244K +$626 +4 +0.3%
PAI
846
Pittenger & Anderson Inc
Nebraska
$243K -$7.84K -50 -3%
Fisher Asset Management
847
Fisher Asset Management
Washington
$243K +$243K +1,549 New
CG
848
Caprock Group
Idaho
$242K -$29K -185 -11%
FCFC
849
First Citizens Financial Corp
Iowa
$242K -$18.7K -119 -7%
AWA
850
Aaron Wealth Advisors
Illinois
$242K – – –
32 33
34
35 36