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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 %
QPWM
301
Quadrant Private Wealth Management
Pennsylvania
$495K +$93.8K +915 +23%
SG
302
StoneX Group
New York
$492K +$58.7K +573 +14%
Koshinski Asset Management
303
Koshinski Asset Management
Illinois
$487K +$487K +4,751 New
KA
304
Kovack Advisors
Florida
$486K -$22.6K -221 -4%
FWCM
305
Ferguson Wellman Capital Management
Oregon
$486K +$486K +4,744 New
PA
306
PSI Advisors
Florida
$473K
FHC
307
First Heartland Consultants
Missouri
$469K +$152K +1,479 +48%
RWI
308
Red Wave Investments
Pennsylvania
$456K
RhumbLine Advisers
309
RhumbLine Advisers
Massachusetts
$454K +$454K +4,427 New
CAM
310
Cozad Asset Management
Illinois
$451K
SFM
311
Signet Financial Management
New Jersey
$449K -$40.2K -392 -8%
PIMG
312
Patriot Investment Management Group
Tennessee
$444K +$444K +4,338 New
FG
313
Foster Group
Iowa
$433K +$433K +4,227 New
BFA
314
Beacon Financial Advisory
Ohio
$409K +$16.7K +163 +4%
CIAS
315
Capital Investment Advisory Services
North Carolina
$407K +$39.1K +381 +11%
KCA
316
Karn Couzens & Associates
Connecticut
$404K
EIA
317
Eldridge Investment Advisors
New Hampshire
$401K +$133K +1,300 +50%
PAMG
318
Patton Albertson Miller Group
Tennessee
$399K +$8.19K +80 +2%
KFS
319
Kelly Financial Services
Massachusetts
$396K +$196K +1,911 +98%
CFA
320
Carroll Financial Associates
North Carolina
$395K -$26.2K -256 -6%
CPIG
321
Chicago Partners Investment Group
Illinois
$393K +$30.5K +291 +8%
EWM
322
EPG Wealth Management
Georgia
$389K +$98.7K +963 +34%
NF
323
Nikulski Financial
Iowa
$380K +$380K +3,709 New
PL
324
Plancorp LLC
Missouri
$379K -$18.3K -179 -5%
SAA
325
Southeast Asset Advisors
Georgia
$369K