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iShares MSCI USA Value Factor ETF

437 hedge funds and large institutions have $10.1B invested in iShares MSCI USA Value Factor ETF in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 182 increasing their positions, 128 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+50
Holders Change %
+12.92%
% of All Funds
7.7%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.97%
New
87
Increased
182
Reduced
128
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
276
Vestmark Advisory Solutions
Massachusetts
$638K +$82.2K +803 +15%
APC
277
Aspire Private Capital
North Carolina
$628K +$281K +2,744 +81%
AF
278
Allworth Financial
California
$617K +$18.3K +179 +3%
SP
279
Successful Portfolios
Florida
$605K -$10.4K -101 -2%
MSAGDF
280
Moneda SA Administradora General de Fondos
Chile
$604K +$97.8K +954 +19%
IA
281
IFG Advisory
Georgia
$602K +$168K +1,646 +39%
Creative Planning
282
Creative Planning
Kansas
$598K +$32.9K +321 +6%
TPWA
283
TRUE Private Wealth Advisors
Oregon
$595K -$287K -2,800 -33%
HH
284
Hilltop Holdings
Texas
$590K +$146K +1,421 +33%
CWM
285
Cornerstone Wealth Management
Missouri
$571K -$768K -7,497 -57%
PCG
286
Private Capital Group
Connecticut
$566K -$582K -5,686 -51%
Principal Financial Group
287
Principal Financial Group
Iowa
$545K +$5.53K +54 +1%
RW
288
Rede Wealth
Virginia
$535K +$77.1K +753 +17%
HIM
289
Hanlon Investment Management
New Jersey
$529K -$47.1K -460 -8%
SFFS
290
Stonehage Fleming Financial Services
Jersey
$525K +$525K +5,130 New
D
291
Diversified
Delaware
$524K -$87.8K -856 -14%
FCA
292
FinTrust Capital Advisors
South Carolina
$522K -$101K -985 -16%
JWCA
293
J.W. Cole Advisors
Florida
$519K +$519K +5,068 New
WP
294
WealthPLAN Partners
Nebraska
$513K -$102K -977 -17%
TCM
295
TD Capital Management
Tennessee
$510K -$21.5K -210 -4%
CFD
296
Creative Financial Designs
Indiana
$508K -$40.6K -396 -7%
IFS
297
Ifrah Financial Services
Arkansas
$501K -$21.5K -210 -4%
FCFC
298
First Citizens Financial Corp
Iowa
$501K +$239K +2,337 +91%
UWM
299
USAdvisors Wealth Management
Minnesota
$496K +$496K +13,465 New
GRP
300
Global Retirement Partners
California
$495K -$26.4K -258 -5%