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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.

New
Increased
Maintained
Reduced
Closed
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 %
GIA
451
Gladstone Institutional Advisory
Florida
– -$246K -2,652 Closed
IF
452
Intrua Financial
Texas
– -$226K -2,561 Closed
MCCA
453
Mill Creek Capital Advisors
Pennsylvania
– -$236K -2,550 Closed
BPA
454
Beacon Pointe Advisors
California
– -$236K -2,548 Closed
BAM
455
Belpointe Asset Management
Nevada
– -$229K -2,477 Closed
Squarepoint
456
Squarepoint
New York
– -$222K -2,400 Closed
IFS
457
Ifrah Financial Services
Arkansas
– -$217K -2,339 Closed
ACP
458
Aviance Capital Partners
Florida
– -$212K -2,286 Closed
AAS
459
Ameritas Advisory Services
Nebraska
– -$209K -2,282 Closed
AWE
460
Avidian Wealth Enterprises
Texas
– -$206K -2,227 Closed
SWP
461
ShoreHaven Wealth Partners
New Jersey
– -$205K -2,211 Closed
SWP
462
Summit Wealth Partners
Florida
– -$202K -2,184 Closed
OC
463
Oakworth Capital
Alabama
– -$168K -1,815 Closed
DZ Bank
464
DZ Bank
Germany
– -$145K -1,565 Closed
GM
465
GeoWealth Management
Illinois
– -$139K -1,499 Closed
CF
466
Centaurus Financial
California
– -$102K -1,097 Closed
FCA
467
Fortis Capital Advisors
Kansas
– -$33.9K -366 Closed
BWM
468
BerganKDV Wealth Management
Minnesota
– -$22.7K -245 Closed
SCA
469
Stonebridge Capital Advisors
Minnesota
– -$22.6K -244 Closed
GA
470
GoalVest Advisory
New York
– -$20.3K -219 Closed
M1FG
471
Mach-1 Financial Group
Arkansas
– -$11.7M -126 Closed
RCM
472
Raleigh Capital Management
North Carolina
– -$9.68K -105 Closed
BA
473
Bristlecone Advisors
Washington
– -$9.54K -103 Closed
CAM
474
Costello Asset Management
Pennsylvania
– -$7.59K -82 Closed
TCWA
475
Ten Capital Wealth Advisors
Washington
– -$6.02K -65 Closed
16 17 18
19
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