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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 %
MG
301
Mather Group
Illinois
$87.6K -$5.67K -52 -6%
CBT
302
CoreFirst Bank & Trust
Kansas
$87.5K +$87.5K +802 New
BFO
303
Biltmore Family Office
North Carolina
$87.2K
PTC
304
Private Trust Company
Ohio
$83.5K -$109 -1 -0.1%
CA
305
Crewe Advisors
Utah
$83.4K
GWSG
306
GPS Wealth Strategies Group
Colorado
$77.6K +$27.8K +255 +56%
YDMI
307
Y.D. More Investments
Israel
$76.3K
CAS
308
Coppell Advisory Solutions
Texas
$69K
ACA
309
American Capital Advisory
Idaho
$67.1K
CA
310
CoreCap Advisors
Michigan
$66.4K -$23.5K -216 -26%
SIS
311
Sound Income Strategies
Florida
$62.9K
FWP
312
FAS Wealth Partners
Kansas
$59K +$436 +4 +0.7%
GWSA
313
Global Wealth Strategies & Associates
Colorado
$54.3K +$48.5K +445 +840%
AWM
314
AllSquare Wealth Management
New York
$54.2K
BTI
315
Blue Trust Inc
Georgia
$53.3K -$12K -116 -18%
Kayne Anderson Rudnick Investment Management
316
Kayne Anderson Rudnick Investment Management
California
$53K
NB
317
NBT Bank
New York
$53K +$15.4K +141 +41%
ACM
318
Anfield Capital Management
California
$52.1K +$52.1K +478 New
AAP
319
Arax Advisory Partners
Colorado
$51.2K +$436 +4 +0.9%
AF
320
Advisornet Financial
Minnesota
$49K -$545 -5 -1%
TAM
321
Tucker Asset Management
Colorado
$48.7K
NIC
322
Northwest Investment Counselors
Oregon
$45.8K +$45.8K +420 New
EWA
323
EverSource Wealth Advisors
Alabama
$40.6K
SSB
324
Sandy Spring Bank
Maryland
$38.9K
AWM
325
Aspire Wealth Management
Massachusetts
$37.6K -$327 -3 -0.9%