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iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

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
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$127M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.13B
3
HI
3
Horizon Investments
North Carolina
$34.5M
4
SW
4
SVB Wealth
Massachusetts
$9.8M
5
MIAS
5
Mason Investment Advisory Services
Virginia
$485M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
LLWM
2
Life Line Wealth Management
California
$0
3
M&T Bank
3
M&T Bank
New York
$76.3M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$160M
5
MMI
5
Matson Money Inc
Ohio
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
401
Mark Sheptoff Financial Planning
Connecticut
$4.01K – – –
AG
402
AmeriFlex Group
Nevada
$3.81K +$3.81K +35 New
WP
403
WealthShield Partners
North Carolina
$3.8K – – –
VCM
404
Versant Capital Management
Arizona
$3.7K – – –
GWANC
405
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.7K +$1.16K +11 +46%
Q1WB
406
Quest 10 Wealth Builders
Virginia
$3.49K +$3.49K +33 New
GWM
407
Geneos Wealth Management
Colorado
$3.06K -$14.2K -134 -82%
TFGT
408
TS Financial Group (TSFG)
Illinois
$3K – – –
SJIM
409
St. Johns Investment Management
Florida
$2.64K +$2.64K +25 New
CCM
410
Chilton Capital Management
Texas
$2.54K -$15.9K -151 -86%
CJH
411
Christopher J. Hasenberg
Wisconsin
$2.54K +$2.54K +24 New
MBFW
412
Morton Brown Family Wealth
Pennsylvania
$2.01K – – –
SFG
413
Stonebridge Financial Group
Pennsylvania
$1.69K +$1.69K +16 New
CPG
414
Cornerstone Planning Group
New Jersey
$1.69K – – –
VHAM
415
Van Hulzen Asset Management
California
$1.37K +$1.37K +13 New
TCOV
416
Trust Company of Vermont
Vermont
$1.06K +$1.06K +10 New
CJ
417
Caitlin John
Michigan
$950 – – –
KSWA
418
Kathleen S. Wright Associates
Pennsylvania
$739 – – –
FP
419
Financial Perspectives
Minnesota
$211 – – –
RWS
420
Retirement Wealth Solutions
Wisconsin
$154 +$154 +1 New
VFM
421
Vision Financial Markets
Connecticut
$106 +$106 +1 New
TPCW
422
TD Private Client Wealth
New York
$73 – – –
OP
423
ORG Partners
Indiana
$29 -$85 – –
Franklin Resources
424
Franklin Resources
California
– -$162M -1,459,802 Closed
LLWM
425
Life Line Wealth Management
California
– -$75M -688,195 Closed
15 16
17
18 19