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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.88B
2
LIA
LBMC Investment Advisors
Tennessee
$7.17M
3
HNB
Huntington National Bank
Ohio
$105M
4
HI
Harbour Investments
Wisconsin
$3.3M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBA
176
Front Barnett Associates
Illinois
$8.95M -$45.1K -288 -0.5%
CFB
177
Cullen/Frost Bankers
Texas
$8.94M +$157 +1 +0%
BWA
178
BDO Wealth Advisors
Florida
$8.94M +$349K +2,226 +4%
BPA
179
Beacon Pointe Advisors
California
$8.83M -$546K -3,483 -6%
PFA
180
Pure Financial Advisors
California
$8.58M -$193K -1,230 -2%
CFG
181
Citizens Financial Group
Rhode Island
$8.53M +$1M +6,411 +13%
AAS
182
Avantax Advisory Services
Texas
$8.31M +$500K +3,194 +6%
Kovitz Investment Group Partners
183
Kovitz Investment Group Partners
Illinois
$8.27M -$248K -1,940 -3%
AMG
184
Asset Management Group
Connecticut
$8.27M -$48.4K -309 -0.6%
ED
185
Exane Derivatives
France
$8.23M +$6.91M +44,148 +525%
BRWA
186
B. Riley Wealth Advisors
Florida
$8.19M -$395K -2,520 -5%
SEI Investments
187
SEI Investments
Pennsylvania
$8.14M -$158K -1,011 -2%
SI
188
Stephens Inc
Arkansas
$8.1M +$73.6K +470 +0.9%
GWAM
189
Guardian Wealth Advisors (Minnesota)
Minnesota
$7.98M +$403K +2,575 +5%
BBVA
190
Banco Bilbao Vizcaya Argentaria
Spain
$7.96M +$47.2K +301 +0.6%
Bank of New York Mellon
191
Bank of New York Mellon
New York
$7.85M +$452K +2,887 +6%
CWM
192
Calamos Wealth Management
Illinois
$7.83M -$1.1K -7 -0%
CA
193
Centerpoint Advisors
Massachusetts
$7.8M -$89.4K -571 -1%
ASFA
194
All Season Financial Advisors
Colorado
$7.78M +$294K +1,877 +4%
SWP
195
Stratos Wealth Partners
Ohio
$7.61M +$239K +1,529 +3%
PAIM
196
Punch & Associates Investment Management
Minnesota
$7.61M -$101K -643 -1%
GL
197
Graypoint LLC
New York
$7.51M +$62.5K +399 +0.8%
FAN
198
Financial Advisors Network
California
$7.5M -$11.3K -72 -0.2%
HAS
199
Holland Advisory Services
Florida
$7.36M +$7.36M +46,982 New
WWM
200
Western Wealth Management
Colorado
$7.28M +$7.28M +46,474 New
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