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iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

387 hedge funds and large institutions have $7.89B invested in iShares MSCI USA Value Factor ETF in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 190 increasing their positions, 57 reducing their positions, and 18 closing their positions.

Holders
387
Holders Change
+93
Holders Change %
+31.63%
% of All Funds
6.87%
Holding in Top 10
45
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+80%
% of All Funds
0.8%
New
115
Increased
190
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.19B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$986M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$150M
4
Morgan Stanley
4
Morgan Stanley
New York
$215M
5
FAF
5
Fjarde Ap-fonden
Sweden
$234M

Top Sellers

1
SIM
1
Strategic Investment Management
Virginia
$1.35M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$53.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$43.1M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$88.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
301
WealthTrust Axiom
Pennsylvania
$260K +$260K +3,003 New
PS
302
Planned Solutions
California
$258K – – –
LNB
303
Ledyard National Bank
$257K +$257K +2,952 New
FPW
304
Flagship Private Wealth
Massachusetts
$251K +$251K +2,770 New
MWM
305
Meridian Wealth Management
Kentucky
$250K +$250K +2,883 New
EWM
306
EPG Wealth Management
Georgia
$246K +$1.04K +12 +0.4%
PFA
307
Pinnacle Family Advisors
Missouri
$244K +$244K +2,811 New
MFG
308
Magnus Financial Group
New York
$241K +$241K +2,772 New
MWM
309
MorganRosel Wealth Management
Colorado
$236K – – –
MWM
310
Marietta Wealth Management
Georgia
$234K +$234K +2,687 New
BWP
311
Bernardo Wealth Planning
Pennsylvania
$231K -$5.29K -61 -2%
EIA
312
Eldridge Investment Advisors
New Hampshire
$227K +$227K +2,610 New
PB
313
Pinnacle Bancorp
Nebraska
$224K +$218K +2,508 +3,800%
FCFC
314
First Citizens Financial Corp
Iowa
$222K +$222K +2,555 New
VR
315
Viridian RIA
Washington
$217K +$217K +2,500 New
BP
316
BBR Partners
New York
$217K +$217K +2,500 New
PIA
317
Perennial Investment Advisors
California
$213K +$213K +2,448 New
AWA
318
Arete Wealth Advisors
Illinois
$203K +$203K +2,360 New
FC
319
Ferris Capital
Massachusetts
$201K +$201K +2,318 New
AA
320
Ancora Advisors
Ohio
$195K +$18.1K +209 +10%
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K -$41.7K -480 -18%
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$190K +$135K +1,553 +243%
NFG
323
Next Financial Group
Texas
$182K +$81.7K +941 +82%
GLLW
324
Graves Light Lenhart Wealth
Virginia
$177K +$177K +2,038 New
KFS
325
Kelly Financial Services
Massachusetts
$169K +$102K +1,177 +152%
11 12
13
14 15