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iShares MSCI USA Value Factor ETF
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Overview Fund Activity

403 hedge funds and large institutions have $5.54B invested in iShares MSCI USA Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 115 increasing their positions, 166 reducing their positions, and 51 closing their positions.

Holders
403
Holders Change
-18
Holders Change %
-4.28%
% of All Funds
5.86%
Holding in Top 10
16
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-27.27%
% of All Funds
0.23%
New
37
Increased
115
Reduced
166
Closed
51
Calls
$403K
Puts
–
Net Calls
+$403K
Net Calls Change
+$402K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$156M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.95B
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$42.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$14M
5
CPWA
5
Cerro Pacific Wealth Advisors
California
$7.82M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$260M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$262M
3
LLWM
3
Life Line Wealth Management
California
$0
4
MMI
4
Matson Money Inc
Ohio
$383M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$26.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$8.49M 81,970 +2,002 +3%
SPIA
52
Steward Partners Investment Advisory
New York
$8.46M 81,775 +1,017 +1%
SC
53
Savant Capital
Illinois
$8.44M 81,573 +730 +0.9%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$8.18M 79,023 +2,379 +3%
AHC
55
Anderson Hoagland & Co
Missouri
$8.04M 77,229 -807 -1%
ACA
56
Aptus Capital Advisors
Alabama
$7.88M 76,170 -52,618 -41%
CPWA
57
Cerro Pacific Wealth Advisors
California
$7.82M 75,541 +75,541 New
SR
58
Syntax Research
Florida
$7.4M 71,526 +5,964 +9%
PA
59
Parallel Advisors
California
$6.96M 67,291 -2,204 -3%
FFBTD
60
First Financial Bank - Trust Division
Ohio
$6.48M 62,607 -20 -0%
OIA
61
OneDigital Investment Advisors
Kansas
$6.09M 58,885 +9,368 +19%
WA
62
Waddell & Associates
Tennessee
$6M 57,987 -1,876 -3%
MML Investors Services
63
MML Investors Services
Massachusetts
$5.99M 57,890 -1,770 -3%
PCIG
64
Partners Capital Investment Group
Massachusetts
$5.94M 57,877 – –
BFA
65
BBJS Financial Advisors
Washington
$5.76M 55,677 -33 -0.1%
IA
66
IFP Advisors
Florida
$5.69M 55,044 +496 +0.9%
WDL
67
Well Done LLC
Michigan
$5.49M 53,075 -6,689 -11%
Mariner
68
Mariner
Kansas
$5.24M 50,653 -43,449 -46%
Osaic Holdings
69
Osaic Holdings
Arizona
$4.85M 46,884 -4,405 -9%
USCWA
70
U.S. Capital Wealth Advisors
Texas
$4.48M 43,289 -8,920 -17%
ICP
71
Interchange Capital Partners
Pennsylvania
$4.26M 41,186 +238 +0.6%
FFN
72
Focus Financial Network
Minnesota
$4.21M 38,650 +209 +0.5%
Bank Julius Baer & Co
73
Bank Julius Baer & Co
Switzerland
$4.03M 34,977 -3,948 -10%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$4M 38,702 +664 +2%
ECM
75
Evergreen Capital Management
Washington
$3.99M 38,573 -103 -0.3%
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