VLUE icon

iShares MSCI USA Value Factor ETF

412 hedge funds and large institutions have $5.01B invested in iShares MSCI USA Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 196 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-18
Holders Change %
-4.19%
% of All Funds
6.57%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.3%
New
31
Increased
90
Reduced
196
Closed
41
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
326
Blue Trust Inc
Georgia
$62K
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$58K +$58K +639 New
CPG
328
Cornerstone Planning Group
New Jersey
$57.8K
CA
329
Crewe Advisors
Utah
$54.4K
CWP
330
Concord Wealth Partners
Virginia
$54.3K
Franklin Resources
331
Franklin Resources
California
$50.3K -$21.3K -235 -30%
BBHC
332
Brown Brothers Harriman & Co
New York
$47.5K -$30.3K -334 -39%
FWP
333
FAS Wealth Partners
Kansas
$47.5K
AF
334
Advisornet Financial
Minnesota
$46.6K -$816 -9 -2%
AWM
335
AllSquare Wealth Management
New York
$45.1K -$62.3K -687 -58%
Kayne Anderson Rudnick Investment Management
336
Kayne Anderson Rudnick Investment Management
California
$44.1K
AC
337
AlphaCore Capital
California
$41.9K
AAP
338
Arax Advisory Partners
Colorado
$41.2K -$635 -7 -2%
TAM
339
Tucker Asset Management
Colorado
$40.6K
PO
340
Private Ocean
California
$39.5K
KFS
341
Kelly Financial Services
Massachusetts
$39.2K -$2.09K -23 -5%
Bank of Montreal
342
Bank of Montreal
Ontario, Canada
$37.3K -$19K -201 -34%
FIA
343
FNY Investment Advisers
New York
$36K +$36K +400 New
CSWG
344
Cardinal Strategic Wealth Guidance
Kentucky
$34.4K -$9.07K -100 -21%
AWM
345
Aspire Wealth Management
Massachusetts
$31.8K -$2.18K -24 -6%
CSWM
346
Cassady Schiller Wealth Management
Ohio
$28.5K
MIM
347
Macroview Investment Management
Maryland
$25.2K -$4.08K -45 -14%
TFGT
348
TS Financial Group (TSFG)
Illinois
$25K
AAG
349
Armstrong Advisory Group
Massachusetts
$24.9K +$24.9K +275 New
WT
350
Washington Trust
Rhode Island
$24K