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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.

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
1
Morgan Stanley
New York
$1.81B
2
UBS Group
2
UBS Group
Switzerland
$518M
3
Ameriprise
3
Ameriprise
Minnesota
$322M
4
Wells Fargo
4
Wells Fargo
California
$1.33B
5
WIA
5
World Investment Advisors
California
$28.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.88B
2
LIA
2
LBMC Investment Advisors
Tennessee
$7.17M
3
HNB
3
Huntington National Bank
Ohio
$105M
4
HI
4
Harbour Investments
Wisconsin
$3.3M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1026
Providence Capital Advisors
North Carolina
$4K +$4K +25 New
CB
1027
CNB Bank
Pennsylvania
$4K +$4K +31 New
FHC
1028
First Heartland Consultants
Missouri
$3.33K -$130 -832 -4%
IHWM
1029
Iron Horse Wealth Management
Iowa
$3K – – –
ICM
1030
Islay Capital Management
Texas
$2K – – –
BBHC
1031
Brown Brothers Harriman & Co
New York
$609 – – –
PP
1032
PFS Partners
New Jersey
$314 +$314 +2 New
BIM
1033
Baldwin Investment Management
Pennsylvania
$313 – – –
LWM
1034
Liberty Wealth Management
California
$212 -$199K -1,370 Closed
RCP
1035
Rothschild Capital Partners
New York
– -$7.42M -51,005 Closed
BOS
1036
Bingham Osborn & Scarborough
California
– -$3.7M -25,466 Closed
Mirae Asset Global Investments
1037
Mirae Asset Global Investments
South Korea
– -$3.33M -22,900 Closed
TFA
1038
Tobias Financial Advisors
Florida
– -$2.1M -14,469 Closed
SAM
1039
Securian Asset Management
Minnesota
– -$2.07M -14,200 Closed
TRCT
1040
Tower Research Capital (TRC)
New York
– -$1.91M -13,125 Closed
SVCP
1041
Silicon Valley Capital Partners
California
– -$1.72M -11,818 Closed
HF
1042
HRT Financial
New York
– -$1.37M -9,447 Closed
Schroder Investment Management Group
1043
Schroder Investment Management Group
United Kingdom
– -$1.35M -9,308 Closed
GRP
1044
Global Retirement Partners
California
– -$1.32M -9,069 Closed
RA
1045
Rational Advisors
New York
– -$1.2M -8,267 Closed
WCA
1046
Windsor Creek Advisors
Vermont
– -$751K -5,161 Closed
SBH
1047
Segall Bryant & Hamill
Illinois
– -$694K -4,775 Closed
CW
1048
CreativeOne Wealth
Kansas
– -$547K -3,759 Closed
WIC
1049
Whitegate Investment Counselors
New Hampshire
– -$524K -3,600 Closed
MA
1050
MCF Advisors
Kentucky
– -$471K -3,236 Closed
40 41
42
43 44