VLUE icon

iShares MSCI USA Value Factor ETF

437 hedge funds and large institutions have $10.1B invested in iShares MSCI USA Value Factor ETF in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 182 increasing their positions, 128 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+50
Holders Change %
+12.92%
% of All Funds
7.7%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.97%
New
87
Increased
182
Reduced
128
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
401
Fortis Advisors
Pennsylvania
$40K +$40K +388 New
VCM
402
Vigilant Capital Management
Maine
$37K
PFBT
403
Parkside Financial Bank & Trust
Missouri
$37K +$37K +364 New
COCM
404
Charter Oak Capital Management
New Hampshire
$28K +$28K +278 New
HS
405
Horan Securities
United States
$27K -$43.1K -425 -62%
AP
406
Atwood & Palmer
Missouri
$27K +$1.53K +15 +6%
EIP
407
Ellis Investment Partners
Pennsylvania
$27K +$1.88K +18 +7%
GT
408
Glenmede Trust
Pennsylvania
$27K +$16.8K +169 +164%
SFSIG
409
San Francisco Sentry Investment Group
California
$22K
BA
410
Bellwether Advisors
Nebraska
$19K
AW
411
Avion Wealth
Texas
$19K
AWA
412
Arkadios Wealth Advisors
Georgia
$17K +$100 +1 +0.6%
HNB
413
Huntington National Bank
Ohio
$16K -$21K
RPCA
414
Running Point Capital Advisors
California
$15K
BWA
415
BDO Wealth Advisors
Florida
$14K +$14K +140 New
GEA
416
Glen Eagle Advisors
New Jersey
$13.3K
TRCT
417
Tower Research Capital (TRC)
New York
$13K +$13K +129 New
LDFR
418
Lehman & Derafelo Financial Resources
Pennsylvania
$11K
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$10K -$124K -1,229 -93%
KIG
420
Kessler Investment Group
Indiana
$10K +$10K +96 New
EP
421
Eudaimonia Partners
Tennessee
$10K +$10K +98 New
EW
422
Element Wealth
Mississippi
$9K +$5.55K +53 +161%
KFI
423
Key Financial Inc
Pennsylvania
$8K
PMFA
424
Plante Moran Financial Advisors
Michigan
$7K -$10.8K -111 -61%
JWA
425
JFS Wealth Advisors
Pennsylvania
$6K