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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LFG
351
Larson Financial Group
Missouri
$21.5K 204 – –
AT
352
Arlington Trust
Alabama
$21.4K 203 – –
CWP
353
Concord Wealth Partners
Virginia
$21.1K 200 +17 +9%
AWM
354
Abound Wealth Management
Tennessee
$20.5K 194 +27 +16%
OC
355
Oarsman Capital
Wisconsin
$20.2K 191 – –
BBHC
356
Brown Brothers Harriman & Co
New York
$18.5K 175 – –
CA
357
Crewe Advisors
Utah
$17.4K 165 -600 -78%
HNB
358
Huntington National Bank
Ohio
– – – –
AA
359
Ancora Advisors
Ohio
$15.4K 145 -46 -24%
WIM
360
Westside Investment Management
California
$15.3K 145 – –
CFD
361
Creative Financial Designs
Indiana
$14.6K 138 -36 -21%
Bank of Montreal
362
Bank of Montreal
Ontario, Canada
$13.9K 132 – –
MFT
363
Moisand Fitzgerald Tamayo
Florida
$13.5K 128 +128 New
TF
364
Tompkins Financial
New York
$13.5K 128 – –
BBPWM
365
Blue Bell Private Wealth Management
Pennsylvania
$13.3K 126 – –
AF
366
Advisornet Financial
Minnesota
$13.1K 124 -326 -72%
CIAS
367
Capital Investment Advisory Services
North Carolina
$13K 123 – –
FFA
368
Founders Financial Alliance
North Carolina
$12.1K 115 – –
GCM
369
Gables Capital Management
Florida
$12.1K 115 – –
HCP
370
Hexagon Capital Partners
Arkansas
$11.4K 108 – –
BWL
371
Bogart Wealth LLC
Virginia
$11K 104 – –
BA
372
Bristlecone Advisors
Washington
$10.9K 103 – –
HIW
373
Holos Integrated Wealth
Pennsylvania
$10.8K 102 +102 New
MIM
374
MTM Investment Management
South Carolina
$10.4K 98 – –
MEG
375
Millstone Evans Group
Colorado
$10.2K 97 +97 New
13 14
15
16 17