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iShares MSCI USA Value Factor ETF

430 hedge funds and large institutions have $5.39B invested in iShares MSCI USA Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 216 reducing their positions, and 53 closing their positions.

Holders
430
Holders Change
-15
Holders Change %
-3.37%
% of All Funds
6.78%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
39
Increased
100
Reduced
216
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
376
Ancora Advisors
Ohio
$20.3K -$10.3K -110 -34%
FFA
377
Founders Financial Alliance
North Carolina
$20.2K -$45.3K -483 -69%
EWA
378
EverSource Wealth Advisors
Alabama
$19.2K -$2.81K -30 -13%
HS
379
Horan Securities
United States
$19.2K +$94 +1 +0.5%
IRAG
380
Investment Research & Advisory Group
Georgia
$19.1K +$19.1K +204 New
GWM
381
Geneos Wealth Management
Colorado
$18.3K
SMA
382
Sage Mountain Advisors
Georgia
$16.4K -$13.9K -148 -46%
AWM
383
Abound Wealth Management
Tennessee
$15.7K
BFEC
384
Benjamin F. Edwards & Company
Missouri
$15K +$4.72K +50 +46%
SIS
385
Sound Income Strategies
Florida
$14.1K -$844 -9 -6%
WIM
386
Westside Investment Management
California
$13.6K
OP
387
ORG Partners
Indiana
$13.6K +$13.6K +142 New
TSWM
388
Tyler-Stone Wealth Management
Ohio
$13K +$13K +137 New
GWANC
389
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.4K
GEA
390
Glen Eagle Advisors
New Jersey
$12.2K
TF
391
Tompkins Financial
New York
$12K
BBPWM
392
Blue Bell Private Wealth Management
Pennsylvania
$11.8K
GJIA
393
Glass Jacobson Investment Advisors
Maryland
$11.6K +$11.6K +124 New
FCAG
394
First Capital Advisors Group
New Jersey
$11.4K +$8.28K +88 +267%
PA
395
PSI Advisors
Florida
$11.3K
MFC
396
Morris Financial Concepts
South Carolina
$10.9K
HCP
397
Hexagon Capital Partners
Arkansas
$10.1K
Nomura Asset Management
398
Nomura Asset Management
Japan
$9.38K
CWC
399
Carolinas Wealth Consulting
North Carolina
$9.38K +$9.38K +100 New
CIA
400
Cape Investment Advisory
Georgia
$9K