VLUE icon

iShares MSCI USA Value Factor ETF

401 hedge funds and large institutions have $5.68B invested in iShares MSCI USA Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 105 increasing their positions, 177 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-2
Holders Change %
-0.5%
% of All Funds
5.8%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
33
Increased
105
Reduced
177
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
276
Stratos Wealth Partners
Ohio
$244K -$482K -4,422 -66%
BWM
277
BCS Wealth Management
Tennessee
$242K -$3.38K -31 -1%
MWM
278
Modern Wealth Management
Kansas
$241K -$24.4K -224 -9%
DWM
279
Destination Wealth Management
California
$237K +$237K +2,173 New
MSA
280
Marino Stram & Associates
Massachusetts
$236K +$545 +5 +0.2%
HFA
281
High Falls Advisors
New York
$233K -$2.29K -21 -1%
ACA
282
Atlas Capital Advisors
Wyoming
$233K
FWCM
283
Ferguson Wellman Capital Management
Oregon
$232K
GT
284
Glenmede Trust
Pennsylvania
$226K
EIA
285
Eldridge Investment Advisors
New Hampshire
$219K
CIA
286
Capital Investment Advisors
Georgia
$218K
TWCA
287
Two West Capital Advisors
Kansas
$216K -$66.6K -611 -24%
FDCDDQ
288
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K
WA
289
WealthTrust Axiom
Pennsylvania
$211K +$211K +1,932 New
PS
290
Planned Solutions
California
$171K +$171K +1,570 New
RIA
291
Realta Investment Advisors
Delaware
$159K -$106K -959 -40%
AIC
292
Archer Investment Corporation
Indiana
$153K
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$152K -$143K -1,316 -49%
SS
294
Sunbelt Securities
Texas
$142K +$3.49K +32 +3%
APC
295
Aspire Private Capital
North Carolina
$138K +$4.58K +42 +3%
ST
296
Smithfield Trust
Pennsylvania
$132K
NFSG
297
Newbridge Financial Services Group
Florida
$96.6K -$8.72K -80 -8%
VWWMG
298
Vermillion & White Wealth Management Group
Pennsylvania
$94.3K
NS
299
NBC Securities
Alabama
$94K -$84.9K -785 -47%
CFGS
300
Concourse Financial Group Securities
Alabama
$87.9K -$436 -4 -0.5%