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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 %
LFAS
401
Level Four Advisory Services
Texas
$332K -$127K -1,217 -28%
AWA
402
Archvest Wealth Advisors
California
$330K -$7.11K -68 -2%
SP
403
Successful Portfolios
Florida
$325K -$170K -1,621 -34%
RL
404
Retireful LLC
Michigan
$324K +$324K +3,235 New
BFA
405
Beacon Financial Advisory
Ohio
$323K -$146K -1,393 -31%
CS
406
Credit Suisse
Switzerland
$321K -$3.33M -31,926 -91%
WP
407
WealthPLAN Partners
Nebraska
$319K -$93.8K -950 -23%
WIM
408
WealthPlan Investment Management
Nebraska
$319K +$319K +3,232 New
GSWM
409
Golden State Wealth Management
California
$316K -$158K -1,512 -33%
BWM
410
BCGM Wealth Management
Indiana
$316K +$38.4K +390 +14%
ACA
411
Atlas Capital Advisors
Wyoming
$315K +$315K +3,013 New
MWM
412
MBE Wealth Management
Wisconsin
$315K -$4.19K -40 -1%
LNB
413
Ledyard National Bank
$310K +$13.1K +125 +4%
TPWA
414
TRUE Private Wealth Advisors
Oregon
$309K -$416K -4,021 -57%
MWM
415
Minot Wealth Management
Massachusetts
$308K +$83.4K +798 +37%
KF
416
Krilogy Financial
Missouri
$307K -$9.5K -91 -3%
DWP
417
Destiny Wealth Partners
Florida
$307K – – –
WW
418
Westshore Wealth
California
$306K – – –
SA
419
Scarborough Advisors
Maryland
$302K -$6.83M -65,245 -96%
LA
420
Latitude Advisors
Florida
$296K -$35.8K -342 -11%
IWS
421
Insight Wealth Strategies
California
$286K -$12.7M -121,275 -98%
PPA
422
Parametric Portfolio Associates
Washington
$286K +$286K +2,735 New
PS
423
Planned Solutions
California
$283K – – –
Financial Engines Advisors
424
Financial Engines Advisors
California
$283K +$283K +2,704 New
VR
425
Viridian RIA
Washington
$282K -$296K -2,700 Closed
15 16
17
18 19