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iShares MSCI USA Value Factor ETF
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Overview Fund Activity

561 hedge funds and large institutions have $11B invested in iShares MSCI USA Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 160 increasing their positions, 272 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-15
Holders Change %
-2.6%
% of All Funds
8.88%
Holding in Top 10
54
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.63%
% of All Funds
0.85%
New
61
Increased
160
Reduced
272
Closed
66
Calls
$2K
Puts
$9K
Net Calls
-$7K
Net Calls Change
-$215K

Top Buyers

1
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$175M
2
AIA
Angeles Investment Advisors
California
+$112M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$74.7M
4
WA
Waddell & Associates
Tennessee
+$59.8M
5
FAF
Fjarde Ap-fonden
Sweden
+$59.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$478M
2
BlackRock
BlackRock
New York
-$320M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$167M
4
Morgan Stanley
Morgan Stanley
New York
-$93.2M
5
LPL Financial
LPL Financial
California
-$86.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
376
Creative Financial Designs
Indiana
$425K -$136K -1,299 -24%
APP
377
Avantax Planning Partners
Iowa
$423K +$423K +4,041 New
CIAS
378
Capital Investment Advisory Services
North Carolina
$418K +$12.6K +120 +3%
LA
379
LexAurum Advisors
Kansas
$408K -$149K -1,426 -27%
AWA
380
Arkadios Wealth Advisors
Georgia
$408K +$94.7K +907 +30%
SWM
381
Selective Wealth Management
Virginia
$407K -$80.5K -770 -17%
Cerity Partners
382
Cerity Partners
New York
$406K +$406K +3,886 New
BWM
383
BCS Wealth Management
Tennessee
$405K +$193K +1,839 +91%
PL
384
Plancorp LLC
Missouri
$402K -$6.06K -58 -1%
HH
385
Hilltop Holdings
Texas
$397K -$26.7K -255 -6%
TFA
386
Teamwork Financial Advisors
Texas
$389K +$198K +1,893 +104%
IC
387
Inscription Capital
Texas
$387K – – –
HWMA
388
Heritage Wealth Management (Arizona)
Arizona
$387K +$387K +3,699 New
SWP
389
Summit Wealth Partners
Florida
$387K +$89.6K +857 +30%
PCG
390
Private Capital Group
Connecticut
$381K -$319K -3,055 -46%
MWM
391
MorganRosel Wealth Management
Colorado
$379K +$116K +1,111 +44%
SAA
392
Southeast Asset Advisors
Georgia
$376K – – –
C
393
CEDRUS
Colorado
$374K -$155K -1,485 -29%
AF
394
Apexium Financial
Texas
$359K – – –
FPAS
395
Focus Partners Advisor Solutions
Missouri
$358K +$358K +3,425 New
GFPC
396
Global Financial Private Client
Florida
$350K -$272K -2,604 -44%
HWM
397
Hohimer Wealth Management
Washington
$350K +$102K +975 +41%
BOPW
398
Brandywine Oak Private Wealth
Pennsylvania
$342K +$92.4K +886 +37%
TA
399
Tiedemann Advisors
New York
$336K +$336K +3,222 New
PK
400
Pflug Koory
Nebraska
$333K – – –
14 15
16
17 18