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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 Market Value Shares Shares
Change 		Shares
Change %
TCA
426
Transcend Capital Advisors
New Jersey
– – -8,141 Closed
RhumbLine Advisers
427
RhumbLine Advisers
Massachusetts
– – -6,028 Closed
SB
428
Strategic Blueprint
Georgia
– – -3,278 Closed
CAPTRUST Financial Advisors
429
CAPTRUST Financial Advisors
North Carolina
– – -3,173 Closed
D.E. Shaw & Co
430
D.E. Shaw & Co
New York
– – -3,170 Closed
MFG
431
MidWestOne Financial Group
Iowa
– – -2,800 Closed
WCFA
432
Walkner Condon Financial Advisors
Wisconsin
– – -2,409 Closed
KNFPWM
433
Keeler & Nadler Financial Planning & Wealth Management
Ohio
– – -2,242 Closed
BWM
434
BCS Wealth Management
Tennessee
– – -2,218 Closed
DWM
435
Destination Wealth Management
California
– – -2,173 Closed
HFA
436
High Falls Advisors
New York
– – -2,138 Closed
FWCM
437
Ferguson Wellman Capital Management
Oregon
– – -2,124 Closed
TWCA
438
Two West Capital Advisors
Kansas
– – -1,981 Closed
PS
439
Planned Solutions
California
– – -1,570 Closed
APC
440
Aspire Private Capital
North Carolina
– – -1,269 Closed
NS
441
NBC Securities
Alabama
– – -869 Closed
YDMI
442
Y.D. More Investments
Israel
– – -700 Closed
ACM
443
Anfield Capital Management
California
– – -478 Closed
MIM
444
Macroview Investment Management
Maryland
– – -296 Closed
SIM
445
Studio Investment Management
Illinois
– – -253 Closed
PFM
446
Phillips Financial Management
Indiana
– – -164 Closed
HPC
447
HM Payson & Co
Maine
– – -137 Closed
GSEP
448
Golden State Equity Partners
California
– – -124 Closed
SHF
449
Safe Harbor Fiduciary
Florida
– – -37 Closed
PWM
450
Provident Wealth Management
Tennessee
– – -36 Closed
15 16 17
18
19