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iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

466 hedge funds and large institutions have $6.73B invested in iShares MSCI USA Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 136 increasing their positions, 188 reducing their positions, and 58 closing their positions.

Holders
466
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.52%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.39%
New
69
Increased
136
Reduced
188
Closed
58
Calls
$611K
Puts
$283K
Net Calls
+$328K
Net Calls Change
-$128K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$489M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$44.2M
3
MMI
3
Matson Money Inc
Ohio
$286M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$48.4M
5
CPO
5
Cerity Partners OCIO
New York
$69.3M

Top Sellers

1
FAF
1
Fjarde Ap-fonden
Sweden
$82M
2
Bank of America
2
Bank of America
North Carolina
$265M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$314K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$441M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$486M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
126
Insigneo Advisory Services
Florida
$2.76M +$2.76M +30,249 New
WMS
127
Wealth Management Solutions
Pennsylvania
$2.68M -$115K -1,267 -4%
CI
128
CX Institutional
Indiana
$2.6M +$2.6M +28,504 New
MCM
129
Mattern Capital Management
Colorado
$2.58M -$84.4K -926 -3%
SHJ
130
Sharkey, Howes & Javer
Colorado
$2.55M -$800K -8,782 -24%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$2.52M -$4.56K -50 -0.2%
ASN
132
Advisory Services Network
Georgia
$2.43M +$27.7K +304 +1%
GB
133
Gunma Bank
Japan
$2.28M – – –
CA
134
Cetera Advisors
Colorado
$2.26M -$231K -2,536 -9%
CSWG
135
Cardinal Strategic Wealth Guidance
Kentucky
$2.26M -$113K -1,242 -5%
RSWM
136
Robertson Stephens Wealth Management
California
$2.22M -$179K -1,965 -7%
MBT
137
Montecito Bank & Trust
California
$2.16M -$174K -1,908 -7%
MCM
138
MAI Capital Management
Ohio
$2.16M -$226K -2,480 -9%
WCG
139
Wall Capital Group
Arizona
$2.07M -$247K -2,585 -11%
FLA
140
Financial Life Advisors
Texas
$2.04M +$2.04M +22,353 New
DT
141
Diversified Trust
Tennessee
$2.01M -$9.84K -108 -0.5%
ES
142
Eagle Strategies
New York
$1.97M -$172K -1,888 -8%
DE
143
Day & Ennis
Georgia
$1.93M -$261K -2,867 -12%
BFG
144
Bleakley Financial Group
New Jersey
$1.93M +$1.93M +21,203 New
AFP
145
Ausdal Financial Partners
Iowa
$1.91M -$108K -1,182 -5%
APP
146
Avantax Planning Partners
Iowa
$1.91M +$120K +1,316 +7%
BRWA
147
B. Riley Wealth Advisors
Florida
$1.9M +$70.5K +773 +4%
Mariner
148
Mariner
Kansas
$1.9M +$255K +2,802 +16%
AssetMark Inc
149
AssetMark Inc
California
$1.84M +$57.4K +630 +3%
MHR
150
Matthew Hamilton Rosenberg
$1.84M +$55.2K +606 +3%
4 5
6
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