VLUE icon

iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

421 hedge funds and large institutions have $5.42B invested in iShares MSCI USA Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 151 reducing their positions, and 30 closing their positions.

Holders
421
Holders Change
+20
Holders Change %
+4.99%
% of All Funds
5.61%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.17%
New
61
Increased
116
Reduced
151
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$127M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.13B
3
HI
3
Horizon Investments
North Carolina
$34.5M
4
SW
4
SVB Wealth
Massachusetts
$9.8M
5
MIAS
5
Mason Investment Advisory Services
Virginia
$485M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
LLWM
2
Life Line Wealth Management
California
$0
3
M&T Bank
3
M&T Bank
New York
$76.3M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$160M
5
MMI
5
Matson Money Inc
Ohio
$365M
Name Market Value Shares Shares
Change 		Shares
Change %
ICP
76
Interchange Capital Partners
Pennsylvania
$4.03M 38,147 -3,359 -8%
EAMA
77
EFG Asset Management (Americas)
Florida
$3.82M 36,178 +5,787 +19%
Lido Advisors
78
Lido Advisors
California
$3.8M 35,958 -4,532 -11%
FM
79
Family Management
New York
$3.5M 33,127 +33,127 New
USCWA
80
U.S. Capital Wealth Advisors
Texas
$3.48M 32,963 -4,187 -11%
EH
81
Equitable Holdings
New York
$3.48M 32,963 -1,456 -4%
EL
82
EQ LLC
Washington
$3.34M 31,649 +1,423 +5%
Nomura Asset Management
83
Nomura Asset Management
Japan
$3.31M 31,300 -2,300 -7%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$3.28M 31,024 -1,715 -5%
AHC
85
Anderson Hoagland & Co
Missouri
$3.26M 29,748 -634 -2%
DWT
86
Dorsey & Whitney Trust
South Dakota
$3.03M 28,675 -1,500 -5%
Jones Financial Companies
87
Jones Financial Companies
Missouri
$3M 28,445 +10,404 +58%
FPAS
88
Focus Partners Advisor Solutions
Missouri
$2.81M 26,600 +3,483 +15%
EWA
89
EP Wealth Advisors
California
$2.74M 25,915 -1,657 -6%
SFS
90
Strategic Financial Services
New York
$2.67M 25,280 -143,863 -85%
CFS
91
Cannon Financial Strategists
Georgia
$2.65M 25,120 +11,782 +88%
PCA
92
Peddock Capital Advisors
Massachusetts
$2.64M 25,010 +215 +0.9%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$2.58M 24,403 -6,159 -20%
JSW
94
Journey Strategic Wealth
New Jersey
$2.55M 24,130 -929 -4%
FTUS
95
Flow Traders U.S.
New York
$2.53M 23,956 +4,435 +23%
JTWM
96
Jackson Thornton Wealth Management
Alabama
$2.47M 23,407 +1,000 +4%
BSSFA
97
Baron Silver Stevens Financial Advisors
Florida
$2.44M 23,133 +15 +0.1%
TRCT
98
Tower Research Capital (TRC)
New York
$2.41M 22,811 +22,811 New
ASN
99
Advisory Services Network
Georgia
$2.39M 22,675 -320 -1%
William Blair & Company
100
William Blair & Company
Illinois
$2.24M 21,194 +60 +0.3%
2 3
4
5 6