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iShares MSCI USA Value Factor ETF

162 hedge funds and large institutions have $3.02B invested in iShares MSCI USA Value Factor ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
3.52%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.39%
New
25
Increased
61
Reduced
47
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
101
KeyBank National Association
Ohio
$479K +$236K +2,905 +97%
Neuberger Berman Group
102
Neuberger Berman Group
New York
$477K +$477K +5,870 New
BFEC
103
Benjamin F. Edwards & Company
Missouri
$470K +$353K +4,344 +300%
AF
104
Allworth Financial
California
$469K +$104K +1,279 +28%
PP
105
Palladium Partners
Virginia
$466K -$28.4K -350 -6%
PA
106
PFG Advisors
Arizona
$455K -$25.1K -300 -5%
Bank of New York Mellon
107
Bank of New York Mellon
New York
$420K -$123K -1,514 -23%
CFD
108
Creative Financial Designs
Indiana
$402K +$110K +1,348 +38%
SWA
109
Stratos Wealth Advisors
Ohio
$395K +$29.9K +369 +8%
APA
110
American Portfolios Advisors
New York
$388K +$9.34K +115 +2%
WSFS
111
Wilmington Savings Fund Society
Delaware
$374K -$34.8K -429 -9%
NA
112
Nottingham Advisors
New York
$373K
LJAC
113
L.J. Altfest & Co
New York
$371K -$217K -2,677 -37%
FFN
114
Focus Financial Network
Minnesota
$368K +$114K +1,404 +45%
PAS
115
Partnervest Advisory Services
California
$358K +$105K +1,300 +42%
FWP
116
FAS Wealth Partners
Kansas
$354K +$2.6K +32 +0.7%
CA
117
Cetera Advisors
Colorado
$350K +$4.6K +57 +1%
Stifel Financial
118
Stifel Financial
Missouri
$335K -$47.1K -580 -12%
HFS
119
Howard Financial Services
Texas
$333K
Northern Trust
120
Northern Trust
Illinois
$333K
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$332K
AL
122
Aspiriant LLC
California
$309K
SI
123
Stephens Inc
Arkansas
$308K +$5.85K +72 +2%
SFM
124
Signet Financial Management
New Jersey
$293K
Goldman Sachs
125
Goldman Sachs
New York
$276K +$276K +3,400 New