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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 %
TF
401
Tompkins Financial
New York
$11.9K – – –
BBPWM
402
Blue Bell Private Wealth Management
Pennsylvania
$11.7K – – –
PA
403
PSI Advisors
Florida
$11.1K – – –
MFC
404
Morris Financial Concepts
South Carolina
$10.8K -$1.11K -12 -9%
BFEC
405
Benjamin F. Edwards & Company
Missouri
$10K -$161K -1,759 -94%
HCP
406
Hexagon Capital Partners
Arkansas
$10K -$926 -10 -8%
Bessemer Group
407
Bessemer Group
New Jersey
$10K +$10K +111 New
RCM
408
Raleigh Capital Management
North Carolina
$9.68K +$9.68K +105 New
EW
409
Element Wealth
Mississippi
$9.63K -$1.11K -12 -10%
BA
410
Bristlecone Advisors
Washington
$9.54K +$9.54K +103 New
Nomura Asset Management
411
Nomura Asset Management
Japan
$9.26K – – –
CIA
412
Cape Investment Advisory
Georgia
$8.89K +$8.89K +96 New
CAM
413
Costello Asset Management
Pennsylvania
$7.59K – – –
CIAS
414
Capital Investment Advisory Services
North Carolina
$7.41K – – –
KSWA
415
Kathleen S. Wright Associates
Pennsylvania
$7.41K – – –
AWM
416
Avior Wealth Management
Nebraska
$7.31K -$2.69K -29 -27%
WP
417
WealthShield Partners
North Carolina
$6.57K -$239K -2,585 -97%
OFG
418
Oxford Financial Group
Indiana
$6.3K -$23.1K -250 -79%
TCWA
419
Ten Capital Wealth Advisors
Washington
$6.02K +$185 +2 +3%
JWA
420
JFS Wealth Advisors
Pennsylvania
$5.46K – – –
GFWA
421
Grey Fox Wealth Advisors
Delaware
$4.35K – – –
FA
422
Fortis Advisors
Pennsylvania
$4.34K +$92 +1 +2%
CSPIA
423
Cary Street Partners Investment Advisory
Virginia
$4.26K +$4.26K +46 New
VF
424
VitalStone Financial
Texas
$4K +$2.27K +17 +131%
IF
425
Integrity Financial
Wyoming
$3.98K -$833 -9 -17%
15 16
17
18 19