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iShares MSCI USA Value Factor ETF

430 hedge funds and large institutions have $5.39B invested in iShares MSCI USA Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 216 reducing their positions, and 53 closing their positions.

Holders
430
Holders Change
-15
Holders Change %
-3.37%
% of All Funds
6.78%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
39
Increased
100
Reduced
216
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
51
Cahill Financial Advisors
Minnesota
$8.97M +$622K +6,630 +7%
S
52
SignatureFD
Georgia
$8.96M -$792K -8,448 -8%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$8.86M -$42.1M -448,543 -83%
SC
54
Savant Capital
Illinois
$8.29M -$41.3K -440 -0.5%
WGCA
55
Wolf Group Capital Advisors
Virginia
$8.28M +$159K +1,794 +2%
PA
56
Parallel Advisors
California
$8.26M -$2.44M -25,998 -23%
UFA
57
US Financial Advisors
Massachusetts
$8.25M +$5.21M +55,518 +171%
SWG
58
Summit Wealth Group
Vermont
$7.76M -$641M -6,838,131 -99%
WA
59
Waddell & Associates
Tennessee
$7.53M -$1.16M -12,410 -13%
RVPG
60
Relative Value Partners Group
$7.37M +$1.3M +13,830 +21%
FG
61
Foster Group
Iowa
$7.32M +$796K +8,483 +12%
BHWM
62
Beaird Harris Wealth Management
Texas
$7.24M -$7.94M -84,709 -52%
BSW
63
Buckingham Strategic Wealth
Missouri
$7.04M +$1.66M +17,706 +31%
USCWA
64
U.S. Capital Wealth Advisors
Texas
$6.98M -$432K -4,609 -6%
SPIA
65
Steward Partners Investment Advisory
New York
$6.8M +$208K +2,219 +3%
AHC
66
Anderson Hoagland & Co
Missouri
$6.26M -$104K -1,109 -2%
DADC
67
D.A. Davidson & Co
Montana
$6.19M -$136K -1,454 -2%
BFA
68
BBJS Financial Advisors
Washington
$6.12M +$12.6K +134 +0.2%
AA
69
Addison Advisors
Vermont
$5.99M +$4.93M +52,572 +466%
AssetMark Inc
70
AssetMark Inc
California
$5.65M +$3.97M +42,310 +236%
PCIG
71
Partners Capital Investment Group
Massachusetts
$5.43M
Lido Advisors
72
Lido Advisors
California
$5.32M -$507K -5,408 -9%
IA
73
IFP Advisors
Florida
$4.96M +$1.32M +14,024 +36%
OIA
74
OneDigital Investment Advisors
Kansas
$4.94M +$29.6K +316 +0.6%
OPS
75
Orion Portfolio Solutions
Nebraska
$4.62M +$1.55M +16,573 +51%