VLUE icon

iShares MSCI USA Value Factor ETF

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
Holders
166
Holders Change
-2
Holders Change %
-1.19%
% of All Funds
3.6%
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
Name Holding Trade Value Shares
Change
Shares
Change %
WSFS
101
Wilmington Savings Fund Society
Delaware
$402K +$6.7K +84 +2%
SAA
102
Southeast Asset Advisors
Georgia
$384K
AWM
103
Aries Wealth Management
Maine
$383K +$383K +4,800 New
Stifel Financial
104
Stifel Financial
Missouri
$374K -$37.4K -470 -9%
APA
105
American Portfolios Advisors
New York
$372K +$18.7K +234 +5%
NA
106
Nottingham Advisors
New York
$367K
PP
107
Prudential plc
United Kingdom
$367K +$31.9K +400 +10%
AF
108
Allworth Financial
California
$360K
SWA
109
Stratos Wealth Advisors
Ohio
$359K +$109K +1,365 +44%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$352K +$352K +4,411 New
FWP
111
FAS Wealth Partners
Kansas
$346K +$346K +4,332 New
CA
112
Cetera Advisors
Colorado
$341K +$41.7K +524 +14%
AWA
113
Acorn Wealth Advisors
Michigan
$339K -$47.4K -577 -12%
Northern Trust
114
Northern Trust
Illinois
$329K +$41.7K +521 +15%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$327K -$268K -3,345 -45%
HFS
116
Howard Financial Services
Texas
$327K +$327K +4,100 New
CAG
117
Csenge Advisory Group
Florida
$309K +$9.74K +122 +3%
AL
118
Aspiriant LLC
California
$304K +$304K +3,810 New
SI
119
Stephens Inc
Arkansas
$297K +$297K +3,720 New
SFM
120
Signet Financial Management
New Jersey
$286K +$8.19K +100 +3%
CFD
121
Creative Financial Designs
Indiana
$286K +$250K +3,130 +692%
MFW
122
Mosaic Family Wealth
Missouri
$271K -$27.4K -344 -9%
PK
123
Pflug Koory
Nebraska
$254K +$254K +3,183 New
FFN
124
Focus Financial Network
Minnesota
$250K +$250K +3,128 New
PAS
125
Partnervest Advisory Services
California
$249K