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iShares MSCI USA Value Factor ETF

131 hedge funds and large institutions have $2.61B invested in iShares MSCI USA Value Factor ETF in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+17
Holders Change %
+14.91%
% of All Funds
3%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
31
Increased
55
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTS
76
BB&T Securities
Virginia
$583K +$1.49K +18 +0.3%
LFAS
77
Level Four Advisory Services
Texas
$548K -$50.2K -607 -8%
PAG
78
Private Advisor Group
New Jersey
$504K -$641K -7,741 -56%
AEPG
79
American Economic Planning Group
New Jersey
$500K +$500K +6,053 New
PAI
80
Pittenger & Anderson Inc
Nebraska
$493K -$15.5K -187 -3%
WSFS
81
Wilmington Savings Fund Society
Delaware
$409K +$409K +4,956 New
SAA
82
Southeast Asset Advisors
Georgia
$397K +$397K +4,810 New
RCG
83
Ruggie Capital Group
Florida
$393K +$393K +4,752 New
AG
84
Advisor Group
Arizona
$359K -$257K -3,106 -42%
PP
85
Prudential plc
United Kingdom
$355K +$355K +4,300 New
CAS
86
Cue Advisory Services
Arizona
$305K +$96.7K +1,170 +46%
Northern Trust
87
Northern Trust
Illinois
$296K -$137K -1,660 -32%
CAM
88
Claret Asset Management
Quebec, Canada
$295K +$295K +3,573 New
CWM
89
Cornerstone Wealth Management
Missouri
$295K +$295K +24,411 New
IB
90
Intrust Bank
Kansas
$288K +$31.6K +383 +12%
NA
91
Nottingham Advisors
New York
$279K
HighTower Advisors
92
HighTower Advisors
Illinois
$269K +$269K +3,255 New
Stifel Financial
93
Stifel Financial
Missouri
$266K -$16.1K -194 -6%
CAG
94
Csenge Advisory Group
Florida
$263K -$95.2K -1,154 -27%
SFM
95
Signet Financial Management
New Jersey
$256K -$5.79K -70 -2%
FNBSF
96
First National Bank Sioux Falls
South Dakota
$247K
KTC
97
Kistler-Tiffany Companies
Pennsylvania
$227K +$227K +2,743 New
HFS
98
HL Financial Services
Kentucky
$219K +$219K +2,649 New
Prudential Financial
99
Prudential Financial
New Jersey
$218K +$218K +2,633 New
PAS
100
Partnervest Advisory Services
California
$218K +$218K +2,643 New