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iShares MSCI USA Value Factor ETF

430 hedge funds and large institutions have $5.39B invested in iShares MSCI USA Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 216 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-15
Holders Change %
-3.37%
% of All Funds
6.78%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
39
Increased
100
Reduced
216
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NIC
326
Northwest Investment Counselors
Oregon
$113K
AWM
327
AllSquare Wealth Management
New York
$105K
FAM
328
Family Asset Management
South Carolina
$103K -$33.5K -357 -24%
TWM
329
Tradition Wealth Management
Minnesota
$103K +$94 +1 +0.1%
PFBT
330
Parkside Financial Bank & Trust
Missouri
$95.9K
RPCA
331
Running Point Capital Advisors
California
$95.6K
KTC
332
Kistler-Tiffany Companies
Pennsylvania
$92.6K
YDMI
333
Y.D. More Investments
Israel
$85.4K
Bessemer Group
334
Bessemer Group
New Jersey
$83K +$72.6K +775 +698%
BBHC
335
Brown Brothers Harriman & Co
New York
$80.5K +$64.1K +683 +390%
CFGS
336
Concourse Financial Group Securities
Alabama
$80.4K -$651K -6,940 -89%
ACA
337
Aptus Capital Advisors
Alabama
$76.5K
CBT
338
CoreFirst Bank & Trust
Kansas
$75.2K
BFO
339
Biltmore Family Office
North Carolina
$75K
SIC
340
Salem Investment Counselors
North Carolina
$74.6K +$74.6K +795 New
Franklin Resources
341
Franklin Resources
California
$74K +$50.2K +535 +211%
PTC
342
Private Trust Company
Ohio
$71.9K -$65.6K -699 -48%
CFD
343
Creative Financial Designs
Indiana
$71.5K -$5.16K -55 -7%
BTI
344
Blue Trust Inc
Georgia
$61K +$279 +3 +0.5%
CPG
345
Cornerstone Planning Group
New Jersey
$59.7K +$59.7K +637 New
Bank of Montreal
346
Bank of Montreal
Ontario, Canada
$56.3K -$51.3K -543 -48%
CA
347
Crewe Advisors
Utah
$56.3K
CWP
348
Concord Wealth Partners
Virginia
$56.2K +$34.9K +372 +164%
FMP
349
Financial Management Professionals
Texas
$53K -$3.47K -37 -6%
CAS
350
Coppell Advisory Solutions
Texas
$52K +$52K +558 New