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iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

294 hedge funds and large institutions have $5.84B invested in iShares MSCI USA Value Factor ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 150 increasing their positions, 61 reducing their positions, and 40 closing their positions.

Holders
294
Holders Change
+14
Holders Change %
+5%
% of All Funds
5.95%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.51%
New
56
Increased
150
Reduced
61
Closed
40
Calls
$1K
Puts
$4.46M
Net Calls
-$4.46M
Net Calls Change
-$4.45M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$766M
2
MMI
2
Matson Money Inc
Ohio
$131M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$896M
4
SEIA
4
Signature Estate & Investment Advisors
California
$80.8M
5
FAF
5
Fjarde Ap-fonden
Sweden
$147M

Top Sellers

1
EMPI
1
Elo Mutual Pension Insurance
Finland
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.95M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11M
4
SAS
4
Sage Advisory Services
Texas
$767K
5
DT
5
Diversified Trust
Tennessee
$2.48M
Name Market Value Shares Shares
Change 		Shares
Change %
HGWM
101
Horst & Graben Wealth Management
Oregon
$3.17M 42,899 +11,112 +35%
LWM
102
Liberty Wealth Management
California
$2.96M 40,134 +8,141 +25%
RA
103
RFG Advisory
Alabama
$2.96M 40,121 +18,912 +89%
FFN
104
Focus Financial Network
Minnesota
$2.9M 39,337 +8,943 +29%
PWA
105
Physician Wealth Advisors
Utah
$2.77M 37,227 +2,477 +7%
T
106
TRUADVICE
Florida
$2.5M 32,720 +32,720 New
DT
107
Diversified Trust
Tennessee
$2.48M 33,655 -223,313 -87%
NFG
108
NewFocus Financial Group
Washington
$2.48M 33,550 -2,736 -8%
CA
109
Cetera Advisors
Colorado
$2.46M 33,317 +4,354 +15%
CAM
110
Concorde Asset Management
Michigan
$2.42M 32,791 -18 -0.1%
WP
111
WealthShield Partners
North Carolina
$2.38M 32,268 +5,540 +21%
LFG
112
LifePlan Financial Group
Ohio
$2.38M 32,255 +520 +2%
HF
113
HRT Financial
New York
$2.27M 30,730 -1,925 -6%
APW
114
Austin Private Wealth
Texas
$2.27M 30,717 +11,301 +58%
MCIA
115
Mountain Capital Investment Advisors
Colorado
$2.23M 28,564 +25,545 +846%
BCM
116
Brookstone Capital Management
Illinois
$2.15M 29,081 -70,619 -71%
WI
117
Wintrust Investments
Illinois
$2.11M 28,593 +28,593 New
DE
118
Day & Ennis
Georgia
$2.07M 28,072 +2,532 +10%
SMG
119
Smart Money Group
Texas
$2.04M 27,667 +6,374 +30%
KAS
120
Kestra Advisory Services
Texas
$2.01M 27,204 +27,204 New
OIA
121
OneDigital Investment Advisors
Kansas
$2M 27,087 -7,174 -21%
SOMRS
122
State of Michigan Retirement System
Michigan
$1.92M 26,000 +26,000 New
STB
123
S&T Bank
Pennsylvania
$1.89M 25,564 -25,149 -50%
NSLI
124
Nan Shan Life Insurance
Taiwan
$1.85M 25,000 – –
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$1.84M 23,590 +2,710 +13%
3 4
5
6 7