VLUE icon

iShares MSCI USA Value Factor ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
NP
376
NorthRock Partners
Minnesota
$9.61K 91 +66 +264%
CICI
377
Capital Investment Counsel Inc
North Carolina
$9.29K 88 +88 New
HWM
378
Hemington Wealth Management
Virginia
$9K 89 +89 New
AWM
379
Avior Wealth Management
Nebraska
$8.42K 79
BCWM
380
Bartlett & Co Wealth Management
Ohio
$8.03K 76
MFC
381
Morris Financial Concepts
South Carolina
$7.46K 71
CTWM
382
Cherry Tree Wealth Management
Minnesota
$7.39K 70
GM
383
GeoWealth Management
Illinois
$7.39K 70 +11 +19%
OFG
384
Oxford Financial Group
Indiana
$7.18K 68
HBW
385
Hazlett, Burt & Watson
West Virginia
$7K 62 +38 +158%
PA
386
PSI Advisors
Florida
$6.34K 60
JWA
387
JFS Wealth Advisors
Pennsylvania
$6.23K 59
AF
388
Allworth Financial
California
$6.2K 56 +7 +14%
VWM
389
Venturi Wealth Management
Texas
$6.02K 57 +24 +73%
CFO
390
CVA Family Office
Colorado
$5.91K 56 +56 New
T
391
Transce3nd
Texas
$5.91K 56 +56 New
PB
392
Pinnacle Bancorp
Nebraska
$5.7K 54
BCMLT
393
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.7K 54 +54 New
DSC
394
Duncker Streett & Co
Missouri
$5.49K 52
CIA
395
Cape Investment Advisory
Georgia
$5.39K 51
EW
396
Element Wealth
Mississippi
$5.28K 50
T
397
Tidemark
California
$4.96K 47
EBA
398
Eagle Bay Advisors
New York
$4.12K 39
BLC
399
Brown, Lisle/Cummings
Rhode Island
$4.12K 39
NCM
400
Northwest Capital Management
Oregon
$4.01K 38