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iShares MSCI USA Value Factor ETF

401 hedge funds and large institutions have $5.68B invested in iShares MSCI USA Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 105 increasing their positions, 177 reducing their positions, and 31 closing their positions.

Holders
401
Holders Change
-2
Holders Change %
-0.5%
% of All Funds
5.8%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
33
Increased
105
Reduced
177
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
O3W
151
Omni 360 Wealth
New Jersey
$957K +$17K +156 +2%
OWA
152
One Wealth Advisors
California
$942K -$66.9K -614 -7%
VCM
153
Vision Capital Management
Oregon
$937K
GVAG
154
Great Valley Advisor Group
Delaware
$937K -$347K -3,185 -27%
IC
155
IEQ Capital
California
$924K -$302K -2,768 -25%
FFA
156
Farther Finance Advisors
California
$890K -$196K -1,799 -18%
TCA
157
Transcend Capital Advisors
New Jersey
$888K +$54.7K +502 +7%
AWS
158
Atria Wealth Solutions
New York
$886K +$101K +922 +13%
MGW
159
MB Generational Wealth
Washington
$879K -$1.42K -13 -0.2%
Northern Trust
160
Northern Trust
Illinois
$878K +$39.7K +364 +5%
MCA
161
Magnolia Capital Advisors
Mississippi
$868K -$43.5K -399 -5%
UCFA
162
United Capital Financial Advisors
Texas
$832K +$45.4K +416 +6%
AI
163
Atria Investments
North Carolina
$829K +$30.2K +277 +4%
CWS
164
Cypress Wealth Services
California
$813K -$5.67K -52 -0.7%
AFP
165
Ausdal Financial Partners
Iowa
$806K
NA
166
NewEdge Advisors
Louisiana
$777K -$210K -1,929 -21%
DWG
167
Darden Wealth Group
Michigan
$765K +$109 +1 +0%
CPIG
168
Chicago Partners Investment Group
Illinois
$762K -$983 -9 -0.1%
GT
169
Greenleaf Trust
Michigan
$752K +$40.5K +371 +6%
RSWM
170
Robertson Stephens Wealth Management
California
$740K -$138K -1,270 -16%
PL
171
Plancorp LLC
Missouri
$738K +$156K +1,430 +27%
MFG
172
Merit Financial Group
Georgia
$726K -$439K -4,026 -38%
MFA
173
Mayflower Financial Advisors
Massachusetts
$697K -$46.9K -430 -6%
Truist Financial
174
Truist Financial
North Carolina
$678K -$8.94K -82 -1%
SEIA
175
Signature Estate & Investment Advisors
California
$664K -$152K -1,391 -19%