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iShares MSCI USA Value Factor ETF
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Overview Fund Activity

294 hedge funds and large institutions have $5.84B invested in iShares MSCI USA Value Factor ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 150 increasing their positions, 61 reducing their positions, and 40 closing their positions.

Holders
294
Holders Change
+14
Holders Change %
+5%
% of All Funds
5.95%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.51%
New
56
Increased
150
Reduced
61
Closed
40
Calls
$1K
Puts
$4.46M
Net Calls
-$4.46M
Net Calls Change
-$4.45M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$766M
2
MMI
2
Matson Money Inc
Ohio
$131M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$896M
4
SEIA
4
Signature Estate & Investment Advisors
California
$80.8M
5
FAF
5
Fjarde Ap-fonden
Sweden
$147M

Top Sellers

1
EMPI
1
Elo Mutual Pension Insurance
Finland
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.95M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11M
4
SAS
4
Sage Advisory Services
Texas
$767K
5
DT
5
Diversified Trust
Tennessee
$2.48M
Name Market Value Shares Shares
Change 		Shares
Change %
MPW
51
MA Private Wealth
California
$12.8M 173,495 +1,268 +0.7%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$12.2M 164,958 +35,339 +27%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$12.1M 163,495 +9,325 +6%
HighTower Advisors
54
HighTower Advisors
Illinois
$11.1M 150,569 +11,691 +8%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$11M 149,748 -481,295 -76%
SCM
56
Stonehearth Capital Management
Massachusetts
$10.9M 147,957 +44,275 +43%
NA
57
NewEdge Advisors
Louisiana
$9.55M 129,384 +33,861 +35%
AI
58
Atria Investments
North Carolina
$9.35M 126,719 +33,385 +36%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$8.95M 121,299 -533,091 -81%
LIA
60
LS Investment Advisors
Michigan
$8.84M 119,765 -295 -0.2%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$8.53M 115,617 -36,090 -24%
US Bancorp
62
US Bancorp
Minnesota
$8.23M 111,520 -30,645 -22%
HIM
63
HawsGoodwin Investment Management
Tennessee
$8.01M 108,579 +7,592 +8%
OPS
64
Orion Portfolio Solutions
Nebraska
$7.91M 107,203 -3,605 -3%
SW
65
SteelPeak Wealth
California
$7.51M 101,832 +26,629 +35%
SC
66
Savant Capital
Illinois
$7.3M 98,993 -9,903 -9%
PFG
67
PAX Financial Group
Texas
$7.06M 95,627 +7,650 +9%
CFG
68
Cooper Financial Group
California
$6.65M 90,192 +6,053 +7%
SPIA
69
Steward Partners Investment Advisory
New York
$6.53M 88,560 +6,797 +8%
IB
70
Intrust Bank
Kansas
$6.39M 86,575 +7,731 +10%
IWP
71
Icon Wealth Partners
Texas
$6.37M 86,291 +5,284 +7%
Stifel Financial
72
Stifel Financial
Missouri
$6.26M 84,798 +24,302 +40%
BRWA
73
B. Riley Wealth Advisors
Florida
$6.21M 84,204 +12,187 +17%
FIA
74
Foundations Investment Advisors
Arizona
$6.16M 83,016 +34,512 +71%
PFA
75
Pettinga Financial Advisors
Indiana
$6.03M 81,785 +15,016 +22%
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