VLUE icon

iShares MSCI USA Value Factor ETF

67 hedge funds and large institutions have $1.24B invested in iShares MSCI USA Value Factor ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.67%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
11
Increased
27
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
51
Cetera Advisors
Colorado
$342K +$141K +1,911 +70%
PAI
52
Pittenger & Anderson Inc
Nebraska
$326K +$124K +1,689 +62%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$116K +$6.75K +92 +6%
NFG
54
Next Financial Group
Texas
$99K
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$66K +$66K +902 New
Wells Fargo
56
Wells Fargo
California
$56K -$10.5M -142,810 -99%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$53K +$53K +725 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$51K
MIFH
59
Migdal Insurance & Financial Holdings
Israel
$45K
SFSIG
60
San Francisco Sentry Investment Group
California
$45K +$45K +610 New
CB
61
Community Bank
New York
$15K
GT
62
Glenmede Trust
Pennsylvania
$13K
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K +$1.29K +17 +12%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$8K
Citigroup
65
Citigroup
New York
$5K -$10.3M -145,614 -100%
AIM
66
Advantage Investment Management
Iowa
$5K +$5K +64 New
DWA
67
Dorsey Wright & Associates
California
-$5.52M -75,480 Closed
FTUS
68
Flow Traders U.S.
New York
-$1.78M -24,287 Closed
MWM
69
Merriman Wealth Management
Washington
-$1.46M -19,905 Closed
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
-$1.35M -18,527 Closed
SF
71
Synovus Financial
Georgia
-$318K -4,350 Closed
SG Americas Securities
72
SG Americas Securities
New York
-$285K -3,902 Closed
AssetMark Inc
73
AssetMark Inc
California
-$4K -50 Closed