VLUE icon

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 %
GI
326
GAMMA Investing
California
$34.5K
MIM
327
Macroview Investment Management
Maryland
$32.3K +$218 +2 +0.7%
AAG
328
Armstrong Advisory Group
Massachusetts
$30.4K +$30.4K +279 New
MWM
329
MGB Wealth Management
Texas
$30K +$30K +275 New
WSFS
330
Wilmington Savings Fund Society
Delaware
$29.4K +$29.4K +270 New
WT
331
Washington Trust
Rhode Island
$28.9K -$6.98K -64 -19%
RPCA
332
Running Point Capital Advisors
California
$27.9K
FAM
333
Family Asset Management
South Carolina
$27.6K -$436 -4 -2%
SIM
334
Studio Investment Management
Illinois
$27.6K +$27.6K +253 New
RIL
335
Rothschild Investment LLC
Illinois
$27K +$109 +1 +0.4%
EDRH
336
Edmond de Rothschild Holding
Switzerland
$25.3K +$25.3K +232 New
KFI
337
Key Financial Inc
Pennsylvania
$24.9K +$109 +1 +0.4%
NRC
338
New Republic Capital
North Carolina
$24.4K
LFG
339
Larson Financial Group
Missouri
$22.2K
AT
340
Arlington Trust
Alabama
$22.1K
AA
341
Ancora Advisors
Ohio
$20.9K +$109 +1 +0.5%
OC
342
Oarsman Capital
Wisconsin
$20.8K +$20.8K +191 New
CWP
343
Concord Wealth Partners
Virginia
$20K
BBHC
344
Brown Brothers Harriman & Co
New York
$19.1K
CCM
345
Chilton Capital Management
Texas
$19.1K +$19.1K +175 New
CFD
346
Creative Financial Designs
Indiana
$18.9K -$9.69K -89 -34%
AWM
347
Abound Wealth Management
Tennessee
$18.2K
PFM
348
Phillips Financial Management
Indiana
$17.9K +$109 +1 +0.6%
GWM
349
Geneos Wealth Management
Colorado
$17.8K
WIM
350
Westside Investment Management
California
$15.8K