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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 %
Wells Fargo
26
Wells Fargo
California
$24.4M 231,301 -4,992 -2%
NSLI
27
Nan Shan Life Insurance
Taiwan
$24.1M 228,525 -186,163 -45%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$19.7M 186,515 -31,511 -14%
TC
29
Trilogy Capital
California
$19.6M 186,046 -1,802 -1%
PPFA
30
Provida Pension Fund Administrator
Chile
$18.4M 174,536 -59,045 -25%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$17.8M 168,265 -9,866 -6%
MWP
32
Meridian Wealth Partners
Pennsylvania
$17.7M 167,139 +5,172 +3%
ERWM
33
Elk River Wealth Management
Colorado
$17.4M 164,889 +7,148 +5%
Ameriprise
34
Ameriprise
Minnesota
$16.8M 158,817 -4,966 -3%
IWC
35
Integrated Wealth Concepts
Massachusetts
$15.6M 147,314 -123,637 -46%
FG
36
Foster Group
Iowa
$14M 132,460 +11,289 +9%
AA
37
Addison Advisors
Vermont
$12.2M 115,666 +3,489 +3%
CAM
38
Cresset Asset Management
Illinois
$10.8M 102,198 +7,691 +8%
MWM
39
Merriman Wealth Management
Washington
$10.6M 99,937 -4,701 -4%
SW
40
SVB Wealth
Massachusetts
$9.8M 92,836 +92,836 New
HTC
41
Haverford Trust Company
Pennsylvania
$9.44M 89,366 -137 -0.2%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$9.3M 88,069 +2,616 +3%
HighTower Advisors
43
HighTower Advisors
Illinois
$9.07M 85,907 +5,154 +6%
WGCA
44
Wolf Group Capital Advisors
Virginia
$8.77M 93,507 – –
S
45
SignatureFD
Georgia
$8.49M 80,404 -1,117 -1%
SPIA
46
Steward Partners Investment Advisory
New York
$8.4M 79,561 +41 +0.1%
CPWA
47
Cerro Pacific Wealth Advisors
California
$8.33M 76,361 -9 -0%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$8.15M 77,215 -150 -0.2%
SMC
49
Spider Management Company
Virginia
$8.13M 76,986 – –
SC
50
Savant Capital
Illinois
$7.89M 74,707 -3,764 -5%
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