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iShares MSCI USA Value Factor ETF
VLUE

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 %
PCIG
76
Partners Capital Investment Group
Massachusetts
$5.36M -$2.85M -30,818 -35%
BSW
77
Buckingham Strategic Wealth
Missouri
$5.23M – – –
AWS
78
Atria Wealth Solutions
New York
$5.17M -$5.54M -59,881 -52%
SPC
79
Sigma Planning Corp
Michigan
$5.11M -$536K -5,785 -9%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.07M -$103M -1,109,483 -95%
SQA
81
Simon Quick Advisors
New Jersey
$4.85M +$17.7K +191 +0.4%
OIA
82
OneDigital Investment Advisors
Kansas
$4.85M -$5.18M -55,905 -52%
Jane Street
83
Jane Street
New York
$4.76M +$3.35M +36,168 +238%
TRCT
84
Tower Research Capital (TRC)
New York
$4.56M +$4.28M +46,183 +1,491%
FTA
85
Financial & Tax Architects
Missouri
$4.31M -$515K -5,561 -11%
Sumitomo Mitsui Trust Group
86
Sumitomo Mitsui Trust Group
Japan
$4.24M – – –
SAG
87
SageView Advisory Group
California
$4.2M -$7.26M -78,428 -63%
Bank Julius Baer & Co
88
Bank Julius Baer & Co
Switzerland
$4.13M -$57K -616 -1%
EH
89
Equitable Holdings
New York
$3.98M -$4.7M -50,806 -54%
CAN
90
Cetera Advisor Networks
California
$3.92M -$1.38M -14,906 -26%
EAMA
91
EFG Asset Management (Americas)
Florida
$3.82M -$689K -7,454 -15%
ICP
92
Interchange Capital Partners
Pennsylvania
$3.74M +$80.9K +885 +2%
WP
93
WealthSource Partners
California
$3.74M -$2.37M -25,577 -39%
FIA
94
Foundations Investment Advisors
Arizona
$3.65M -$5.03M -54,284 -58%
FA
95
FDx Advisors
Illinois
$3.65M – – –
GB
96
Gunma Bank
Japan
$3.61M +$1.3M +14,000 +56%
ECM
97
Evergreen Capital Management
Washington
$3.57M +$185 +2 +0%
FFN
98
Focus Financial Network
Minnesota
$3.51M -$52K -562 -1%
PAG
99
Private Advisor Group
New Jersey
$3.33M +$39.8K +430 +1%
IA
100
IFP Advisors
Florida
$3.3M +$2.78M +32,696 +532%
2 3
4
5 6