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iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

421 hedge funds and large institutions have $5.42B invested in iShares MSCI USA Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 151 reducing their positions, and 30 closing their positions.

Holders
421
Holders Change
+20
Holders Change %
+4.99%
% of All Funds
5.61%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.17%
New
61
Increased
116
Reduced
151
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$127M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.13B
3
HI
3
Horizon Investments
North Carolina
$34.5M
4
SW
4
SVB Wealth
Massachusetts
$9.8M
5
MIAS
5
Mason Investment Advisory Services
Virginia
$485M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
LLWM
2
Life Line Wealth Management
California
$0
3
M&T Bank
3
M&T Bank
New York
$76.3M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$160M
5
MMI
5
Matson Money Inc
Ohio
$365M
Name Market Value Shares Shares
Change 		Shares
Change %
FTA
101
Financial & Tax Architects
Missouri
$2.18M 20,644 +1,458 +8%
FFS
102
Founders Financial Securities
Maryland
$1.99M 18,833 +18,833 New
AWM
103
Apex Wealth Management
New Hampshire
$1.96M 18,606 +18,606 New
SQA
104
Simon Quick Advisors
New Jersey
$1.94M 18,351 -4,992 -21%
ML
105
McAdam LLC
Pennsylvania
$1.91M 18,072 -9 -0%
ES
106
Eagle Strategies
New York
$1.9M 18,006 +212 +1%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$1.86M 17,627 +590 +3%
DT
108
Diversified Trust
Tennessee
$1.83M 17,367 -28 -0.2%
BHWM
109
Beaird Harris Wealth Management
Texas
$1.78M 16,865 -547 -3%
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$1.74M 16,495 +5,344 +48%
OPS
111
Orion Portfolio Solutions
Nebraska
$1.69M 16,027 -318 -2%
BCI
112
Brinker Capital Investments
Pennsylvania
$1.69M 16,027 -318 -2%
AssetMark Inc
113
AssetMark Inc
California
$1.69M 15,974 +632 +4%
JWM
114
JDH Wealth Management
California
$1.68M 15,884 +15,884 New
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$1.67M 15,847 -2,738 -15%
BFG
116
Bleakley Financial Group
New Jersey
$1.67M 15,772 -355 -2%
FIA
117
Foundations Investment Advisors
Arizona
$1.66M 15,696 +528 +3%
LIA
118
LS Investment Advisors
Michigan
$1.65M 15,580 +20 +0.1%
PAG
119
Private Advisor Group
New Jersey
$1.62M 15,337 -2,664 -15%
ATPW
120
Ashton Thomas Private Wealth
Arizona
$1.62M 15,319 +15,319 New
NWMP
121
Noble Wealth Management PBC
Colorado
$1.59M 15,013 +15,013 New
HH
122
Hilltop Holdings
Texas
$1.58M 14,917 -17 -0.1%
Comerica Bank
123
Comerica Bank
Texas
$1.55M 14,630 -513 -3%
Corient Private Wealth
124
Corient Private Wealth
Florida
$1.54M 14,583 -7,261 -33%
HI
125
Harbour Investments
Wisconsin
$1.48M 13,994 -512 -4%
3 4
5
6 7