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iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

445 hedge funds and large institutions have $5.69B invested in iShares MSCI USA Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 215 reducing their positions, and 53 closing their positions.

Holders
445
Holders Change
-21
Holders Change %
-4.51%
% of All Funds
7.12%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.29%
New
46
Increased
110
Reduced
215
Closed
53
Calls
$204K
Puts
$9K
Net Calls
+$195K
Net Calls Change
-$133K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.52B
2
EWA
2
EP Wealth Advisors
California
$43.5M
3
MMI
3
Matson Money Inc
Ohio
$312M
4
WBG
4
Wharton Business Group
Pennsylvania
$93.2M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$11.7M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$8.15M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.07M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$41.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$438M
5
Bank of America
5
Bank of America
North Carolina
$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
101
Stephens Inc
Arkansas
$3.12M -$2.78K -30 -0.1%
SFG
102
Snider Financial Group
Washington
$3.1M -$3.43K -37 -0.1%
BCI
103
Brinker Capital Investments
Pennsylvania
$3.03M +$1.24M +13,434 +70%
OPS
104
Orion Portfolio Solutions
Nebraska
$3.03M +$2.13M +23,018 +238%
DWT
105
Dorsey & Whitney Trust
South Dakota
$3.01M – – –
UFA
106
US Financial Advisors
Massachusetts
$3M -$159K -1,716 -5%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$2.77M -$2.72M -29,394 -50%
IAS
108
Insigneo Advisory Services
Florida
$2.71M -$90.3K -975 -3%
EL
109
EQ LLC
Washington
$2.71M -$572K -6,181 -17%
C1AG
110
Client 1st Advisory Group
Florida
$2.69M -$570K -6,155 -17%
FCB
111
First Command Bank
Texas
$2.65M -$1.81M -19,565 -41%
FCFS
112
First Command Financial Services
Texas
$2.65M -$1.81M -19,565 -41%
Truist Financial
113
Truist Financial
North Carolina
$2.59M +$1.97M +21,258 +316%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$2.53M -$26.5K -286 -1%
US Bancorp
115
US Bancorp
Minnesota
$2.51M -$1.52M -16,457 -38%
ASN
116
Advisory Services Network
Georgia
$2.46M -$10.6K -114 -0.4%
FPAS
117
Focus Partners Advisor Solutions
Missouri
$2.35M +$1.03M +11,074 +78%
Stifel Financial
118
Stifel Financial
Missouri
$2.33M -$1.25M -13,545 -35%
GC
119
GFG Capital
Florida
$2.3M +$2.28M +1,429,476 +14,455%
SHJ
120
Sharkey, Howes & Javer
Colorado
$2.28M -$310K -3,350 -12%
FHA
121
First Horizon Advisors
Tennessee
$2.22M -$4.57M -49,312 -67%
SFM
122
Signet Financial Management
New Jersey
$2.16M +$495K +5,347 +30%
FTUS
123
Flow Traders U.S.
New York
$2.14M +$1.11M +11,978 +108%
RSWM
124
Robertson Stephens Wealth Management
California
$2.08M -$174K -1,880 -8%
Mariner
125
Mariner
Kansas
$2.07M +$142K +1,537 +7%
3 4
5
6 7