iShares MSCI USA Value Factor ETF
VLUE
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.
59% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 17
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
7.1% more ownership
Funds ownership: 44.71% → 51.8% (+7.1%)
5% more funds holding
Funds holding: 64 → 67 (+3)
5% more capital invested
Capital invested by funds: $1.18B → $1.24B (+$57.1M)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$47.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$17.8M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$16.1M |
| 4 |
BlackRock
New York
|
+$5.57M |
| 5 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$5.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$16.4M |
| 2 |
Citigroup
New York
|
-$10.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$10.5M |
| 4 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$5.52M |
| 5 |
Jane Street
New York
|
-$5.47M |
VLUE Hedge Fund Activity: Q2 2017 in Review
67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Value Factor ETF (VLUE) for Q2 2017, worth a combined $1.24B — up 4.8% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new VLUE positions and 7 closed out — a net gain of 4 holders — while 27 added to existing stakes and 17 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $47.2M. The largest seller was Allianz Asset Management, cutting an estimated $16.4M.
- 67 institutional investors held iShares MSCI USA Value Factor ETF (VLUE) as of Q2 2017, up from 64 in Q1 2017.
- Funds reported $1.24B of iShares MSCI USA Value Factor ETF stock for Q2 2017, up 4.8% quarter-over-quarter.
- 11 funds opened new iShares MSCI USA Value Factor ETF positions in Q2 2017 and 7 closed out, a net change of +4 holders.
- The largest iShares MSCI USA Value Factor ETF buyer in Q2 2017 was JP Morgan Chase, an estimated $47.2M added.
- The largest iShares MSCI USA Value Factor ETF seller in Q2 2017 was Allianz Asset Management, an estimated $16.4M sold.
Based on aggregated 13F filings for Q2 2017.