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iShares MSCI USA Value Factor ETF

430 hedge funds and large institutions have $5.39B invested in iShares MSCI USA Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 216 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-15
Holders Change %
-3.37%
% of All Funds
6.78%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
39
Increased
100
Reduced
216
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JSW
176
Journey Strategic Wealth
New Jersey
$893K -$327K -3,483 -27%
T
177
TNF
Montana
$875K -$31K -330 -3%
SG
178
StoneX Group
New York
$863K -$59.1K -630 -6%
PCA
179
Peddock Capital Advisors
Massachusetts
$860K +$311K +3,320 +57%
PWA
180
Physician Wealth Advisors
Utah
$830K +$13.3K +141 +2%
WWP
181
WR Wealth Planners
Missouri
$816K -$67.4K -719 -8%
FCM
182
Fortis Capital Management
Washington
$794K +$229K +2,444 +41%
CW
183
CreativeOne Wealth
Kansas
$773K +$7.97K +85 +1%
GPA
184
Guerra Pan Advisors
New Jersey
$770K -$41.2K -439 -5%
WWM
185
Windsor Wealth Management
Indiana
$767K -$236K -2,513 -24%
PIMG
186
Patriot Investment Management Group
Tennessee
$754K +$74.8K +797 +11%
AWM
187
Apollon Wealth Management
South Carolina
$739K +$150K +1,601 +25%
CPIG
188
Chicago Partners Investment Group
Illinois
$736K +$5.47K +57 +0.7%
CAG
189
Csenge Advisory Group
Florida
$707K -$153K -1,634 -18%
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$701K -$8.82K -94 -1%
MHR
191
Matthew Hamilton Rosenberg
$698K -$1.17M -12,503 -63%
FCH
192
Freestone Capital Holdings
Washington
$683K -$228K -2,430 -25%
SWA
193
Stratos Wealth Advisors
Ohio
$683K -$25.8K -275 -4%
CFS
194
Cannon Financial Strategists
Georgia
$679K -$624K -6,651 -48%
FCA
195
FLC Capital Advisors
California
$673K -$4.97K -53 -0.7%
RPSA
196
Richard P. Slaughter Associates
Texas
$672K -$25.4K -271 -4%
TCA
197
Transcend Capital Advisors
New Jersey
$672K -$30.9K -329 -4%
KeyBank National Association
198
KeyBank National Association
Ohio
$652K -$18.9K -202 -3%
KWS
199
Keystone Wealth Services
California
$619K -$355K -3,788 -36%
GT
200
Greenleaf Trust
Michigan
$612K