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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
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$103M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.81B
3
TWC
3
TD Waterhouse Canada
Ontario, Canada
$36.8M
4
UBS Group
4
UBS Group
Switzerland
$518M
5
Ameriprise
5
Ameriprise
Minnesota
$322M

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 Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.88B 18,399,141 -702,901 -4%
Morgan Stanley
2
Morgan Stanley
New York
$1.81B 11,573,080 +383,662 +3%
Wells Fargo
3
Wells Fargo
California
$1.33B 8,485,582 +212,277 +3%
Bank of America
4
Bank of America
North Carolina
$990M 6,320,537 +134,436 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$682M 4,356,987 -1,112 -0%
UBS Group
6
UBS Group
Switzerland
$518M 3,308,096 +225,939 +7%
Goldman Sachs
7
Goldman Sachs
New York
$461M 2,940,950 -28,127 -0.9%
Stifel Financial
8
Stifel Financial
Missouri
$427M 2,725,726 +140,377 +5%
Ameriprise
9
Ameriprise
Minnesota
$322M 2,053,961 +224,614 +12%
LPL Financial
10
LPL Financial
California
$271M 1,733,272 +3,915 +0.2%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$208M 1,327,649 +13,164 +1%
BlackRock
12
BlackRock
New York
$172M 1,095,746 -10,131 -0.9%
Osaic Holdings
13
Osaic Holdings
Arizona
$170M 1,086,527 +8,405 +0.8%
US Bancorp
14
US Bancorp
Minnesota
$167M 1,064,905 -1,888 -0.2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$166M 1,060,264 +54,640 +5%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$160M 1,022,726 -10,145 -1%
M&T Bank
17
M&T Bank
New York
$157M 999,785 -24,830 -2%
VMPIC
18
Varma Mutual Pension Insurance Co
Finland
$153M 974,520 – –
Mariner
19
Mariner
Kansas
$149M 949,396 +135,141 +17%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$135M 860,540 -234,920 -21%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$118M 755,219 +24,586 +3%
RJA
22
Raymond James & Associates
Florida
$111M 705,496 +28,117 +4%
HNB
23
Huntington National Bank
Ohio
– – -1,827 Closed
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$103M 660,686 +660,686 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$102M 648,746 +13,347 +2%
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