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iShares MSCI USA Value Factor ETF

414 hedge funds and large institutions have $5.6B invested in iShares MSCI USA Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 164 reducing their positions, and 42 closing their positions.

Holders
414
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
5.56%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
50
Increased
102
Reduced
164
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
151
Almanack Investment Partners
Pennsylvania
$1.07M -$17.1K -151 -2%
MA
152
Mutual Advisors
Nebraska
$1.06M -$13.8K -119 -1%
MFG
153
Merit Financial Group
Georgia
$1.05M -$152K -1,347 -13%
O3W
154
Omni 360 Wealth
New Jersey
$1.05M -$21.3K -188 -2%
VCM
155
Vision Capital Management
Oregon
$973K
PWA
156
Physician Wealth Advisors
Utah
$946K -$147K -1,301 -13%
IWB
157
Innovative Wealth Building
Maryland
$939K -$97.5K -861 -9%
KAS
158
KPP Advisory Services
Kentucky
$921K -$8.83K -78 -0.9%
AC
159
Avant Capital
Louisiana
$864K -$167K -1,478 -16%
FFA
160
Farther Finance Advisors
California
$859K -$406K -3,587 -32%
FLPIM
161
F.L. Putnam Investment Management
Massachusetts
$841K -$54.3K -480 -6%
PA
162
PFG Advisors
Arizona
$836K -$54.8K -484 -6%
PL
163
Plancorp LLC
Missouri
$833K -$450K -3,975 -35%
GVAG
164
Great Valley Advisor Group
Delaware
$818K -$39.5K -349 -5%
AFP
165
Ausdal Financial Partners
Iowa
$811K -$10.3K -91 -1%
GS
166
GTS Securities
New York
$805K -$1.13M -9,973 -58%
Citigroup
167
Citigroup
New York
$802K +$29.4K +260 +4%
AI
168
Atria Investments
North Carolina
$793K +$32.4K +286 +4%
GT
169
Greenleaf Trust
Michigan
$781K -$181K -1,600 -19%
AWA
170
Arkadios Wealth Advisors
Georgia
$774K +$3.17K +28 +0.4%
RF
171
RHS Financial
California
$768K +$246K +2,176 +47%
RSWM
172
Robertson Stephens Wealth Management
California
$753K
Russell Investments Group
173
Russell Investments Group
United Kingdom
$751K +$119K +1,049 +19%
UCFA
174
United Capital Financial Advisors
Texas
$723K +$113 +1 +0%
Northern Trust
175
Northern Trust
Illinois
$714K -$60K -530 -8%