VLUE icon

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.

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 %
FA
476
Fortis Advisors
Pennsylvania
– -$4.34K -47 Closed
GFWA
477
Grey Fox Wealth Advisors
Delaware
– -$4.35K -47 Closed
CSPIA
478
Cary Street Partners Investment Advisory
Virginia
– -$4.26K -46 Closed
BWL
479
Bogart Wealth LLC
Virginia
– -$3.7K -40 Closed
FMII
480
Farmers & Merchants Investments Inc
Nebraska
– -$3.52K -38 Closed
IHWM
481
Iron Horse Wealth Management
Iowa
– -$2.13K -23 Closed
ME
482
McIlrath & Eck
Washington
– -$2.01K -22 Closed
AWM
483
Accel Wealth Management
Iowa
– -$1.94K -21 Closed
OLVIG
484
Oliver Lagore Vanvalin Investment Group
Michigan
– -$545 -6 Closed
16 17 18 19
20