VLUE icon

iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

401 hedge funds and large institutions have $5.68B invested in iShares MSCI USA Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 105 increasing their positions, 177 reducing their positions, and 31 closing their positions.

Holders
401
Holders Change
-2
Holders Change %
-0.5%
% of All Funds
5.8%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
33
Increased
105
Reduced
177
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LLWM
1
Life Line Wealth Management
California
$75M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.12B
3
WBG
3
Wharton Business Group
Pennsylvania
$141M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$9.32M
5
GB
5
Gunma Bank
Japan
$8.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$186M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$193M
3
SMC
3
Spider Management Company
Virginia
$8.39M
4
PPFA
4
Provida Pension Fund Administrator
Chile
$25.5M
5
SW
5
SVB Wealth
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$25.8M 236,293 -8,965 -4%
PPFA
27
Provida Pension Fund Administrator
Chile
$25.5M 233,581 -167,590 -42%
IB
28
Intrust Bank
Kansas
$24M 219,930 +8,651 +4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$23.8M 218,026 -79,512 -27%
TC
30
Trilogy Capital
California
$20.5M 187,848 +3,863 +2%
RJA
31
Raymond James & Associates
Florida
$20.2M 185,291 -70,226 -27%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$19.4M 178,131 -7,920 -4%
SFS
33
Strategic Financial Services
New York
$18.4M 169,143 -4,496 -3%
Ameriprise
34
Ameriprise
Minnesota
$17.9M 163,783 -11,985 -7%
MWP
35
Meridian Wealth Partners
Pennsylvania
$17.7M 161,967 +9,899 +7%
ERWM
36
Elk River Wealth Management
Colorado
$17.2M 157,741 +5,200 +3%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$14.2M 130,115 +15,452 +13%
FG
38
Foster Group
Iowa
$13.2M 121,171 +7,098 +6%
AA
39
Addison Advisors
Vermont
$12.2M 112,177 +7,986 +8%
MWM
40
Merriman Wealth Management
Washington
$11.4M 104,638 -2,088 -2%
CAM
41
Cresset Asset Management
Illinois
$10.3M 94,507 -77 -0.1%
HTC
42
Haverford Trust Company
Pennsylvania
$9.76M 89,503 -501 -0.6%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$9.32M 85,453 +81,305 +1,960%
S
44
SignatureFD
Georgia
$8.89M 81,521 -1,671 -2%
HighTower Advisors
45
HighTower Advisors
Illinois
$8.81M 80,753 -1,217 -1%
WGCA
46
Wolf Group Capital Advisors
Virginia
$8.77M 93,507 +3,798 +4%
SPIA
47
Steward Partners Investment Advisory
New York
$8.67M 79,520 -2,255 -3%
SC
48
Savant Capital
Illinois
$8.56M 78,471 -3,102 -4%
GB
49
Gunma Bank
Japan
$8.51M 78,000 +78,000 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$8.44M 77,365 -1,658 -2%
1
2
3 4 5