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iShares MSCI USA Value Factor ETF

414 hedge funds and large institutions have $5.6B invested in iShares MSCI USA Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 164 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
5.55%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
50
Increased
102
Reduced
164
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LC
301
Lavaca Capital
Texas
$164K -$11.2K -99 -6%
AIC
302
Archer Investment Corporation
Indiana
$158K
TCM
303
TD Capital Management
Tennessee
$156K +$27.7K +245 +22%
AAP
304
Arax Advisory Partners
Colorado
$142K -$32.7K -289 -19%
CWM
305
Centricity Wealth Management
Ohio
$132K
AWM
306
Atticus Wealth Management
Florida
$126K +$126K +1,115 New
SS
307
Sunbelt Securities
Texas
$122K +$116K +1,094 +1,765%
VWWMG
308
Vermillion & White Wealth Management Group
Pennsylvania
$97.4K
CBT
309
CoreFirst Bank & Trust
Kansas
$90.8K +$90.8K +802 New
BFO
310
Biltmore Family Office
North Carolina
$90.6K
CT
311
Clearstead Trust
Maine
$88.3K +$88.3K +780 New
BMM
312
Berkshire Money Management
Massachusetts
$87.4K +$87.4K +772 New
GWSG
313
GPS Wealth Strategies Group
Colorado
$81.7K +$340 +3 +0.4%
SIS
314
Sound Income Strategies
Florida
$80.6K -$9.73K -86 -11%
FCAS
315
First Command Advisory Services
Texas
$80.4K -$38K -336 -32%
GEA
316
Glen Eagle Advisors
New Jersey
$76.8K
PTC
317
Private Trust Company
Ohio
$72.8K -$35.7K -315 -33%
FWP
318
FAS Wealth Partners
Kansas
$63.5K -$453 -4 -0.7%
BBHC
319
Brown Brothers Harriman & Co
New York
$62.6K -$36.7K -324 -37%
AT
320
Arlington Trust
Alabama
$56.9K
AWM
321
AllSquare Wealth Management
New York
$56.3K
IIL
322
Insight Inv LLC
California
$55.2K
CAM
323
Costello Asset Management
Pennsylvania
$55.1K +$340 +3 +0.6%
NS
324
NBC Securities
Alabama
$55K -$5.41K -48 -9%
AC
325
AlphaCore Capital
California
$51.9K