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iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

466 hedge funds and large institutions have $6.73B invested in iShares MSCI USA Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 136 increasing their positions, 188 reducing their positions, and 58 closing their positions.

Holders
466
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.52%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.39%
New
69
Increased
136
Reduced
188
Closed
58
Calls
$611K
Puts
$283K
Net Calls
+$328K
Net Calls Change
-$128K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$489M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$44.2M
3
MMI
3
Matson Money Inc
Ohio
$286M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$48.4M
5
CPO
5
Cerity Partners OCIO
New York
$69.3M

Top Sellers

1
FAF
1
Fjarde Ap-fonden
Sweden
$82M
2
Bank of America
2
Bank of America
North Carolina
$265M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$314K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$441M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$486M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
51
CFO4Life Group
Texas
$12.8M -$8.39M -92,017 -40%
C
52
CFO4Life
Texas
$12.8M +$12.8M +140,291 New
PA
53
Parallel Advisors
California
$12.5M -$7.03M -77,180 -36%
DLIC
54
Daido Life Insurance Company
Japan
$12.2M – – –
MWM
55
Merriman Wealth Management
Washington
$12.1M -$989K -10,855 -8%
IB
56
Intrust Bank
Kansas
$11.8M +$137K +1,506 +1%
SAG
57
SageView Advisory Group
California
$11.3M +$11.3M +123,774 New
MWP
58
Meridian Wealth Partners
Pennsylvania
$11.1M +$1.03M +11,317 +10%
ERWM
59
Elk River Wealth Management
Colorado
$10.7M -$542K -5,946 -5%
AWS
60
Atria Wealth Solutions
New York
$10.5M +$806K +8,844 +8%
HighTower Advisors
61
HighTower Advisors
Illinois
$10.5M -$5.45M -59,871 -34%
OIA
62
OneDigital Investment Advisors
Kansas
$9.87M +$5.51M +60,441 +126%
BMM
63
Berkshire Money Management
Massachusetts
$9.08M -$1.2M -13,149 -12%
WGCA
64
Wolf Group Capital Advisors
Virginia
$8.6M -$69.2K -759 -0.8%
Goldman Sachs
65
Goldman Sachs
New York
$8.6M +$5.31M +58,271 +162%
EH
66
Equitable Holdings
New York
$8.54M +$389K +4,263 +5%
FIA
67
Foundations Investment Advisors
Arizona
$8.54M -$241K -2,644 -3%
WA
68
Waddell & Associates
Tennessee
$8.47M +$6.76M +74,188 +396%
SC
69
Savant Capital
Illinois
$8.14M -$282K -3,099 -3%
PCIG
70
Partners Capital Investment Group
Massachusetts
$8.08M – – –
KAS
71
Kestra Advisory Services
Texas
$8M -$1.08M -11,851 -12%
LIA
72
LS Investment Advisors
Michigan
$7.85M +$604K +6,625 +8%
CPWA
73
Cerro Pacific Wealth Advisors
California
$7.39M -$12.8K -140 -0.2%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$7.24M +$2.26M +24,789 +45%
BFA
75
BBJS Financial Advisors
Washington
$6.93M +$6.93M +76,047 New
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3
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