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iShares MSCI USA Value Factor ETF

430 hedge funds and large institutions have $5.39B invested in iShares MSCI USA Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 216 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-15
Holders Change %
-3.37%
% of All Funds
6.78%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
39
Increased
100
Reduced
216
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
226
NewEdge Advisors
Louisiana
$467K -$82.7K -882 -15%
WAL
227
W Advisors LLC
Tennessee
$467K -$33.2K -354 -7%
KPWS
228
Kestra Private Wealth Services
Texas
$462K +$72.1K +769 +19%
MCWS
229
McKinley Carter Wealth Services
West Virginia
$458K
WMS
230
Wealth Management Solutions
Pennsylvania
$456K -$676K -7,204 -60%
SPC
231
Sigma Planning Corp
Michigan
$455K -$4.72M -50,299 -91%
FCFC
232
First Citizens Financial Corp
Iowa
$449K +$449K +4,792 New
WCFA
233
Walkner Condon Financial Advisors
Wisconsin
$444K +$33K +352 +8%
Wealth Enhancement Advisory Services
234
Wealth Enhancement Advisory Services
Minnesota
$438K -$572K -6,101 -57%
STB
235
S&T Bank
Pennsylvania
$438K
GIA
236
Goodwin Investment Advisory
Georgia
$435K -$78.8K -840 -15%
BTWM
237
Baker Tilly Wealth Management
Wisconsin
$433K -$23.4K -250 -5%
Northern Trust
238
Northern Trust
Illinois
$431K -$53.1K -566 -11%
IAN
239
Integrated Advisors Network
Texas
$430K -$6.85K -73 -2%
GLLW
240
Graves Light Lenhart Wealth
Virginia
$430K -$185K -1,975 -30%
AF
241
Apexium Financial
Texas
$423K
AWA
242
Archvest Wealth Advisors
California
$423K +$1.6K +17 +0.4%
Betterment LLC
243
Betterment LLC
New York
$410K +$64.1K +683 +19%
N
244
Natixis
France
$408K -$17.7K -189 -4%
WWG
245
West Wealth Group
California
$395K
TCM
246
TD Capital Management
Tennessee
$388K -$77.5K -826 -17%
LFAS
247
Level Four Advisory Services
Texas
$383K +$59.7K +637 +19%
WC
248
Waterloo Capital
Texas
$382K -$188 -2 -0%
PK
249
Pflug Koory
Nebraska
$381K
PP
250
Prudential plc
United Kingdom
$377K +$285K +3,040 +310%