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iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

445 hedge funds and large institutions have $5.69B invested in iShares MSCI USA Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 215 reducing their positions, and 53 closing their positions.

Holders
445
Holders Change
-21
Holders Change %
-4.51%
% of All Funds
7.12%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.29%
New
46
Increased
110
Reduced
215
Closed
53
Calls
$204K
Puts
$9K
Net Calls
+$195K
Net Calls Change
-$133K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.52B
2
EWA
2
EP Wealth Advisors
California
$43.5M
3
MMI
3
Matson Money Inc
Ohio
$312M
4
WBG
4
Wharton Business Group
Pennsylvania
$93.2M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$11.7M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$8.15M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.07M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$41.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$438M
5
Bank of America
5
Bank of America
North Carolina
$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMA
376
Sage Mountain Advisors
Georgia
$29.9K – – –
MIM
377
Macroview Investment Management
Maryland
$29.9K – – –
IGWM
378
ICA Group Wealth Management
Colorado
$29.3K -$18K -195 -38%
CSWM
379
Cassady Schiller Wealth Management
Ohio
$29.1K – – –
TFGT
380
TS Financial Group (TSFG)
Illinois
$26K +$186 +2 +0.7%
VWM
381
Venturi Wealth Management
Texas
$24.6K +$24.6K +266 New
Franklin Resources
382
Franklin Resources
California
$23.5K – – –
BWM
383
BerganKDV Wealth Management
Minnesota
$22.7K +$22.7K +245 New
SCA
384
Stonebridge Capital Advisors
Minnesota
$22.6K +$22.6K +244 New
CTC
385
Central Trust Company
Missouri
$22.1K – – –
EWA
386
EverSource Wealth Advisors
Alabama
$21.8K +$2.59K +28 +14%
CWP
387
Concord Wealth Partners
Virginia
$21K -$36.2K -391 -63%
NRC
388
New Republic Capital
North Carolina
$20.7K -$3.7K -40 -15%
KFI
389
Key Financial Inc
Pennsylvania
$20.7K +$278 +3 +1%
GA
390
GoalVest Advisory
New York
$20.3K +$19.8K +214 +4,280%
HS
391
Horan Securities
United States
$18.9K +$185 +2 +1%
AP
392
Arlington Partners
Alabama
$18.8K – – –
GWM
393
Geneos Wealth Management
Colorado
$18.1K +$11.1K +120 +160%
PB
394
Pinnacle Bancorp
Nebraska
$16.4K +$11.4K +123 +228%
BBHC
395
Brown Brothers Harriman & Co
New York
$16.2K – – –
AWM
396
Abound Wealth Management
Tennessee
$15.5K – – –
SIS
397
Sound Income Strategies
Florida
$14.7K +$14.7K +159 New
WIM
398
Westside Investment Management
California
$13.4K – – –
GWANC
399
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.2K – – –
GEA
400
Glen Eagle Advisors
New Jersey
$12K – – –
14 15
16
17 18