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iShares MSCI USA Value Factor ETF

416 hedge funds and large institutions have $5.6B invested in iShares MSCI USA Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 102 increasing their positions, 164 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0% less funds holding

Funds holding: 417416 (-1)

38% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 164

Holders
416
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FM
76
Family Management
New York
$3.43M
APP
77
Avantax Planning Partners
Iowa
$3.39M
JTWM
78
Jackson Thornton Wealth Management
Alabama
$3.36M
SC
79
Savant Capital
Illinois
$3.36M
SI
80
Stephens Inc
Arkansas
$3.29M
TC
81
Trilogy Capital
California
$3.27M
DWT
82
Dorsey & Whitney Trust
South Dakota
$3.19M
TRCT
83
Tower Research Capital (TRC)
New York
$3.12M
HTC
84
Haverford Trust Company
Pennsylvania
$3.09M
PCA
85
Peddock Capital Advisors
Massachusetts
$2.92M
EWA
86
EP Wealth Advisors
California
$2.83M
EL
87
EQ LLC
Washington
$2.76M
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$2.76M
FTUS
89
Flow Traders U.S.
New York
$2.74M
USCWA
90
U.S. Capital Wealth Advisors
Texas
$2.72M
Lido Advisors
91
Lido Advisors
California
$2.69M
MCA
92
Magnolia Capital Advisors
Mississippi
$2.63M
Bank Julius Baer & Co
93
Bank Julius Baer & Co
Switzerland
$2.54M
BSSFA
94
Baron Silver Stevens Financial Advisors
Florida
$2.51M
FIA
95
Foundations Investment Advisors
Arizona
$2.49M
ASN
96
Advisory Services Network
Georgia
$2.31M
JFG
97
Jefferies Financial Group
New York
$2.26M
AWM
98
Apex Wealth Management
New Hampshire
$2.19M
CFS
99
Cannon Financial Strategists
Georgia
$2.19M
ES
100
Eagle Strategies
New York
$2.09M