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iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

421 hedge funds and large institutions have $5.82B invested in iShares MSCI USA Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 185 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
-10
Holders Change %
-2.32%
% of All Funds
6.1%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
42
Increased
109
Reduced
185
Closed
45
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$361K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$61.6M
2
LLWM
Life Line Wealth Management
California
+$24.3M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$19.3M
4
SOMRS
State of Michigan Retirement System
Michigan
+$14.4M
5
ACA
Aptus Capital Advisors
Alabama
+$13.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$92.1M
2
Prudential Financial
Prudential Financial
New Jersey
-$40.5M
3
BlackRock
BlackRock
New York
-$19.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$19M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
451
Arlington Partners
Alabama
– -$20.5K -203 Closed
AP
452
Atwood & Palmer
Missouri
– -$13.8K -136 Closed
FGAM
453
Financial Gravity Asset Management
Texas
– -$137K -120 Closed
ODG
454
O'Dell Group
Ohio
– -$11.6K -115 Closed
Nomura Asset Management
455
Nomura Asset Management
Japan
– -$10.1K -100 Closed
CIM
456
Contravisory Investment Management
Massachusetts
– -$9K -89 Closed
SA
457
Scarborough Advisors
Maryland
– -$7.98K -79 Closed
FFO
458
Fortitude Family Office
Arizona
– -$5.87K -58 Closed
BCMLT
459
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$4.72K -52 Closed
FWM
460
Focused Wealth Management
New York
– -$3.83K -38 Closed
FA
461
Faithward Advisors
Pennsylvania
– -$3.5K -35 Closed
FWA
462
FSC Wealth Advisors
New York
– -$2.07K -21 Closed
IPW
463
Impact Partnership Wealth
Georgia
– -$1.72K -17 Closed
MSWM
464
McGlone Suttner Wealth Management
Wisconsin
– -$1.42K -14 Closed
EC
465
EdgeRock Capital
Colorado
– -$201 -2 Closed
OP
466
ORG Partners
Indiana
– -$792 – –
15 16 17 18
19