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iShares MSCI USA Value Factor ETF

437 hedge funds and large institutions have $10.1B invested in iShares MSCI USA Value Factor ETF in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 182 increasing their positions, 128 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+50
Holders Change %
+12.92%
% of All Funds
7.7%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.97%
New
87
Increased
182
Reduced
128
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JG
451
Jefferies Group
New York
-$1.02M -11,700 Closed
B
452
Bellecapital
Switzerland
-$782K -9,000 Closed
RA
453
Rational Advisors
New York
-$307K -3,537 Closed
VAG
454
VisionPoint Advisory Group
Texas
-$275K -3,166 Closed
MWM
455
Marietta Wealth Management
Georgia
-$234K -2,687 Closed
FC
456
Ferris Capital
Massachusetts
-$201K -2,318 Closed
HWA
457
HCR Wealth Advisors
California
-$140K -1,606 Closed
SIC
458
Salem Investment Counselors
North Carolina
-$43K -500 Closed
SWM
459
Sugarloaf Wealth Management
Georgia
-$23K -268 Closed
Simplex Trading
460
Simplex Trading
Illinois
-$21K -253 Closed
SFG
461
Sowa Financial Group
Rhode Island
-$21K -239 Closed
JAWM
462
J. Arnold Wealth Management
Ohio
-$18K -211 Closed
CFB
463
Cullen/Frost Bankers
Texas
-$10K -111 Closed
TFGT
464
TS Financial Group (TSFG)
Illinois
-$9K -107 Closed
Toronto Dominion Bank
465
Toronto Dominion Bank
Ontario, Canada
-$6K -68 Closed
PWPS
466
Pinnacle Wealth Planning Services
Ohio
-$4K -41 Closed
QCG
467
Quadrant Capital Group
Ohio
-$2K -26 Closed
FCH
468
Freestone Capital Holdings
Washington
-$1.8K -21 Closed
CCA
469
Column Capital Advisors
Indiana
-$1K -17 Closed