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iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

430 hedge funds and large institutions have $5.39B invested in iShares MSCI USA Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 216 reducing their positions, and 53 closing their positions.

Holders
430
Holders Change
-15
Holders Change %
-3.37%
% of All Funds
6.78%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
39
Increased
100
Reduced
216
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$76.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.61B
3
MMI
3
Matson Money Inc
Ohio
$328M
4
UFA
4
US Financial Advisors
Massachusetts
$8.25M
5
AA
5
Addison Advisors
Vermont
$5.99M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$7.76M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$323M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$323M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$8.86M
5
HIP
5
HUB Investment Partners
Texas
$355K
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
426
TimeScale Financial
Massachusetts
$2.06K +$2.06K +22 New
FWA
427
FSC Wealth Advisors
New York
$1.92K – – –
HWA
428
HHM Wealth Advisors
Tennessee
$1.69K – – –
VF
429
VitalStone Financial
Texas
$1K -$1.31K -17 -57%
HNB
430
Huntington National Bank
Ohio
$94 -$93 – –
FGAM
431
Financial Gravity Asset Management
Texas
$2 – – –
TLFA
432
True Link Financial Advisors
California
– -$17.4M -187,742 Closed
MCM
433
MAI Capital Management
Ohio
– -$1.85M -19,996 Closed
MCC
434
Money Concepts Capital
Florida
– -$132K -13,096 Closed
AI
435
Atria Investments
North Carolina
– -$1.01M -10,894 Closed
SWM
436
Scissortail Wealth Management
Oklahoma
– -$991K -10,700 Closed
SI
437
Saxon Interests
Texas
– -$790K -8,534 Closed
TSS
438
Two Sigma Securities
New York
– -$644K -6,958 Closed
CT
439
Colonial Trust
South Carolina
– -$634K -6,936 Closed
KF
440
Krilogy Financial
Missouri
– -$490K -5,297 Closed
WCG
441
Wall Capital Group
Arizona
– -$431K -4,641 Closed
PCP
442
Proficio Capital Partners
Massachusetts
– -$401K -4,330 Closed
MMM
443
Mendel Money Management
Illinois
– -$399K -4,312 Closed
AIA
444
Angeles Investment Advisors
California
– -$389K -4,200 Closed
NL
445
NWAM LLC
Washington
– -$378K -4,082 Closed
RF
446
RHS Financial
California
– -$375K -4,053 Closed
GCP
447
GSA Capital Partners
United Kingdom
– -$318K -3,438 Closed
Rockefeller Capital Management
448
Rockefeller Capital Management
New York
– -$268K -2,901 Closed
LNC
449
Lincoln National Corp
Pennsylvania
– -$257K -2,771 Closed
PS
450
Planned Solutions
California
– -$251K -2,709 Closed
16 17
18
19 20