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iShares MSCI USA Value Factor ETF
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Overview Fund Activity

445 hedge funds and large institutions have $5.69B invested in iShares MSCI USA Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 215 reducing their positions, and 53 closing their positions.

Holders
445
Holders Change
-21
Holders Change %
-4.51%
% of All Funds
7.12%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.29%
New
46
Increased
110
Reduced
215
Closed
53
Calls
$204K
Puts
$9K
Net Calls
+$195K
Net Calls Change
-$133K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.52B
2
EWA
2
EP Wealth Advisors
California
$43.5M
3
MMI
3
Matson Money Inc
Ohio
$312M
4
WBG
4
Wharton Business Group
Pennsylvania
$93.2M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$11.7M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$8.15M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.07M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$41.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$438M
5
Bank of America
5
Bank of America
North Carolina
$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$11.1M -$1.88M -20,286 -14%
PA
52
Parallel Advisors
California
$10.6M -$2.14M -23,129 -17%
HighTower Advisors
53
HighTower Advisors
Illinois
$9.93M -$722K -7,814 -7%
S
54
SignatureFD
Georgia
$9.63M -$5.75M -62,128 -37%
LIA
55
LS Investment Advisors
Michigan
$9.16M +$1.19M +12,880 +15%
CFO
56
Custos Family Office
Texas
$9.03M +$4.71M +50,895 +109%
WA
57
Waddell & Associates
Tennessee
$8.58M -$23.4K -253 -0.3%
WGCA
58
Wolf Group Capital Advisors
Virginia
$8.47M -$271K -2,932 -3%
CFA
59
Cahill Financial Advisors
Minnesota
$8.24M +$1.7M +18,394 +26%
SC
60
Savant Capital
Illinois
$8.23M -$45.6K -492 -0.6%
SEIA
61
Signature Estate & Investment Advisors
California
$8.15M -$137M -1,484,645 -94%
Goldman Sachs
62
Goldman Sachs
New York
$7.66M -$1.07M -11,606 -12%
BMM
63
Berkshire Money Management
Massachusetts
$7.51M -$1.71M -18,504 -19%
USCWA
64
U.S. Capital Wealth Advisors
Texas
$7.32M -$44K -475 -0.6%
HTC
65
Haverford Trust Company
Pennsylvania
$6.55M +$1.55M +16,691 +31%
KAS
66
Kestra Advisory Services
Texas
$6.55M -$1.58M -17,057 -19%
SPIA
67
Steward Partners Investment Advisory
New York
$6.51M +$756K +8,166 +13%
FG
68
Foster Group
Iowa
$6.44M +$345K +3,729 +6%
AHC
69
Anderson Hoagland & Co
Missouri
$6.28M -$95.5K -1,031 -1%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$6.27M +$2.57M +27,802 +70%
DADC
71
D.A. Davidson & Co
Montana
$6.25M -$203K -2,194 -3%
CPWA
72
Cerro Pacific Wealth Advisors
California
$6.17M -$1.34M -14,490 -18%
BFA
73
BBJS Financial Advisors
Washington
$6.03M -$1.01M -10,958 -14%
RVPG
74
Relative Value Partners Group
$6M +$1.29M +13,941 +27%
Lido Advisors
75
Lido Advisors
California
$5.75M +$42K +454 +0.7%
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