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iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

445 hedge funds and large institutions have $5.69B invested in iShares MSCI USA Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 215 reducing their positions, and 53 closing their positions.

Holders
445
Holders Change
-21
Holders Change %
-4.51%
% of All Funds
7.12%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.29%
New
46
Increased
110
Reduced
215
Closed
53
Calls
$204K
Puts
$9K
Net Calls
+$195K
Net Calls Change
-$133K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.52B
2
EWA
2
EP Wealth Advisors
California
$43.5M
3
MMI
3
Matson Money Inc
Ohio
$312M
4
WBG
4
Wharton Business Group
Pennsylvania
$93.2M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$11.7M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$8.15M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.07M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$41.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$438M
5
Bank of America
5
Bank of America
North Carolina
$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
476
TD Waterhouse Canada
Ontario, Canada
– -$61K -669 Closed
Belvedere Trading
477
Belvedere Trading
Illinois
– -$60K -658 Closed
AWM
478
Activest Wealth Management
Florida
– -$42K -461 Closed
ZIG
479
Zullo Investment Group
Pennsylvania
– -$30.8K -338 Closed
HBW
480
Hazlett, Burt & Watson
West Virginia
– -$28K -310 Closed
BA
481
Bellwether Advisors
Nebraska
– -$17.2K -189 Closed
MPCL
482
My Personal CFO LLC
Washington
– -$13.4K -147 Closed
GI
483
Gradient Investments
Minnesota
– -$11.8K -129 Closed
Barclays
484
Barclays
United Kingdom
– -$9K -100 Closed
CS
485
Credit Suisse
Switzerland
– -$8.11K -89 Closed
FA
486
Fiduciary Alliance
South Carolina
– -$6.91K -76 Closed
MWC
487
MBM Wealth Consultants
Missouri
– -$5K -59 Closed
AWM
488
Accurate Wealth Management
Florida
– -$4.93K -52 Closed
SFCL
489
Strengthening Families & Communities LLC
Massachusetts
– -$4K -48 Closed
CA
490
Corrado Advisors
New Jersey
– -$4.38K -48 Closed
LS
491
Leelyn Smith
Illinois
– -$4.1K -45 Closed
TAM
492
Townsend Asset Management
North Carolina
– -$4.14K -45 Closed
TFA
493
Transamerica Financial Advisors
Florida
– -$4K -38 Closed
CHA
494
Carmichael Hill & Associates
Maryland
– -$2.28K -25 Closed
CHC
495
City Holding Co
West Virginia
– -$1.91K -21 Closed
JFA
496
JNBA Financial Advisors
Minnesota
– -$1.64K -18 Closed
MAWA
497
Moss Adams Wealth Advisors
Washington
– -$1.28K -14 Closed
MRCM
498
M&R Capital Management
New Jersey
– -$182 -2 Closed
SIC
499
Salem Investment Counselors
North Carolina
– -$53 -1 Closed
16 17 18 19
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