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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AWS
151
Atria Wealth Solutions
New York
$1.12M +$258K +2,447 +30%
DFA
152
DHK Financial Advisors
New Hampshire
$1.1M +$7.71K +73 +0.7%
CW
153
CreativeOne Wealth
Kansas
$1.1M -$77.4K -733 -7%
MFG
154
Merit Financial Group
Georgia
$1.05M +$346K +3,272 +49%
AC
155
Avant Capital
Louisiana
$1.04M +$1.04M +9,870 New
PWA
156
Physician Wealth Advisors
Utah
$1.01M +$20.6K +195 +2%
IWB
157
Innovative Wealth Building
Maryland
$1M +$1M +9,500 New
AIP
158
Almanack Investment Partners
Pennsylvania
$995K – – –
FLPIM
159
F.L. Putnam Investment Management
Massachusetts
$989K -$34.7K -329 -3%
O3W
160
Omni 360 Wealth
New Jersey
$915K -$12.1K -115 -1%
VCM
161
Vision Capital Management
Oregon
$908K – – –
PL
162
Plancorp LLC
Missouri
$897K +$182K +1,728 +26%
Jane Street
163
Jane Street
New York
$880K +$880K +8,329 New
GVAG
164
Great Valley Advisor Group
Delaware
$866K -$40.8K -386 -4%
MGW
165
MB Generational Wealth
Washington
$851K – – –
IAS
166
Insigneo Advisory Services
Florida
$849K -$422K -3,993 -33%
Northern Trust
167
Northern Trust
Illinois
$843K -$6.97K -66 -0.8%
OWA
168
One Wealth Advisors
California
$831K -$81.7K -774 -9%
MWM
169
Meridian Wealth Management
Kentucky
$823K -$137K -1,298 -14%
AI
170
Atria Investments
North Carolina
$803K -$106 -1 -0%
AWM
171
Able Wealth Management
New Jersey
$787K +$787K +7,448 New
AFP
172
Ausdal Financial Partners
Iowa
$780K – – –
CWS
173
Cypress Wealth Services
California
$777K -$10.1K -96 -1%
RSWM
174
Robertson Stephens Wealth Management
California
$776K +$58.6K +555 +8%
FFA
175
Farther Finance Advisors
California
$766K -$95.9K -908 -11%
5 6
7
8 9