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iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

421 hedge funds and large institutions have $5.42B invested in iShares MSCI USA Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 151 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+20
Holders Change %
+4.99%
% of All Funds
5.61%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.17%
New
61
Increased
116
Reduced
151
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$127M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.13B
3
HI
3
Horizon Investments
North Carolina
$34.5M
4
SW
4
SVB Wealth
Massachusetts
$9.8M
5
MIAS
5
Mason Investment Advisory Services
Virginia
$485M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
LLWM
2
Life Line Wealth Management
California
$0
3
M&T Bank
3
M&T Bank
New York
$76.3M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$160M
5
MMI
5
Matson Money Inc
Ohio
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSA
326
Global Wealth Strategies & Associates
Colorado
$52.6K – – –
AWM
327
AllSquare Wealth Management
New York
$52.5K – – –
IIL
328
Insight Inv LLC
California
$51.5K +$51.5K +488 New
NB
329
NBT Bank
New York
$51.3K – – –
Kayne Anderson Rudnick Investment Management
330
Kayne Anderson Rudnick Investment Management
California
$51.3K – – –
CFGS
331
Concourse Financial Group Securities
Alabama
$49.3K -$39.8K -360 -45%
TAM
332
Tucker Asset Management
Colorado
$48.3K +$1.06K +10 +2%
CA
333
CoreCap Advisors
Michigan
$46.6K -$17.8K -168 -28%
EWA
334
EverSource Wealth Advisors
Alabama
$39.5K +$211 +2 +0.5%
BTI
335
Blue Trust Inc
Georgia
$38.2K -$16.2K -153 -30%
GI
336
GAMMA Investing
California
$33.4K – – –
NFSG
337
Newbridge Financial Services Group
Florida
$33K -$60.6K -574 -65%
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$32.5K -$116K -1,087 -78%
EB
339
Eastern Bank
Massachusetts
$31.9K +$31.9K +302 New
AAG
340
Armstrong Advisory Group
Massachusetts
$29.5K – – –
MWM
341
MGB Wealth Management
Texas
$29K – – –
WSFS
342
Wilmington Savings Fund Society
Delaware
$28.5K – – –
WT
343
Washington Trust
Rhode Island
$28K – – –
SSB
344
Sandy Spring Bank
Maryland
$27.1K -$10.6K -100 -28%
RPCA
345
Running Point Capital Advisors
California
$27K – – –
SIM
346
Synergy Investment Management
Florida
$26.4K +$26.4K +250 New
RIL
347
Rothschild Investment LLC
Illinois
$26.2K – – –
EDRH
348
Edmond de Rothschild Holding
Switzerland
$24.5K – – –
KFI
349
Key Financial Inc
Pennsylvania
$24.3K +$106 +1 +0.4%
NRC
350
New Republic Capital
North Carolina
$23.7K – – –
12 13
14
15 16