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iShares MSCI USA Value Factor ETF
VLUE
VLUE
166 hedge funds and large institutions have $3.06B invested in iShares MSCI USA Value Factor ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
27% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 51
8% more capital invested
Capital invested by funds: $2.82B → $3.06B (+$237M)
4.4% more ownership
Funds ownership: 82.19% → 86.59% (+4.4%)
4% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 26
1% less funds holding
Funds holding: 168 → 166 (-2)
24% less funds holding in top 10
Funds holding in top 10: 21 → 16 (-5)
Holders
166
Holders Change
-2
Holders Change %
-1.19%
% of All Funds
3.59%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.35%
New
25
Increased
65
Reduced
51
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$216M |
| 2 |
JP Morgan Chase
New York
|
+$57.4M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$27.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.91M |
Top Sellers
| 1 |
BlackRock
New York
|
-$173M |
| 2 |
SIM
Strategic Investment Management
Arlington,
Virginia
|
-$85.8M |
| 3 |
EMPI
Elo Mutual Pension Insurance
Espoo,
Finland
|
-$47.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$43.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.6M |
