VLUE icon

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 %
Betterment LLC
176
Betterment LLC
New York
$761K +$192K +1,821 +34%
IC
177
IEQ Capital
California
$743K -$152K -1,436 -17%
CCA
178
Carrera Capital Advisors
Michigan
$743K -$289K -2,740 -28%
DWG
179
Darden Wealth Group
Michigan
$741K +$106 +1 +0%
CPIG
180
Chicago Partners Investment Group
Illinois
$737K -$4.79K -45 -0.6%
IA
181
Integrity Alliance
Iowa
$734K +$734K +6,953 New
GT
182
Greenleaf Trust
Michigan
$728K – – –
AQR Capital Management
183
AQR Capital Management
Connecticut
$725K +$725K +6,865 New
UCFA
184
United Capital Financial Advisors
Texas
$708K -$98.4K -932 -12%
PA
185
PFG Advisors
Arizona
$662K +$28.5K +270 +5%
FCBT
186
First Citizens Bank & Trust
North Carolina
$648K -$546K -5,169 -46%
CSP
187
Cary Street Partners
Virginia
$633K +$633K +5,997 New
SEIA
188
Signature Estate & Investment Advisors
California
$612K -$31.3K -296 -5%
CA
189
CGN Advisors
Kansas
$594K -$28.5K -270 -5%
WS
190
Wedbush Securities
California
$593K +$10K +95 +2%
EGM
191
Engineers Gate Manager
New York
$586K -$446K -4,226 -43%
CL
192
Choreo LLC
Illinois
$585K -$21.4K -203 -4%
TP
193
Tranquility Partners
Tennessee
$584K -$10.4K -98 -2%
KWS
194
Keystone Wealth Services
California
$578K +$211 +2 +0%
AWM
195
Ariadne Wealth Management
California
$558K +$659 +6 +0.1%
SWA
196
Stratos Wealth Advisors
Ohio
$553K – – –
Truist Financial
197
Truist Financial
North Carolina
$552K -$105K -990 -16%
AWA
198
Arkadios Wealth Advisors
Georgia
$541K -$35.4K -335 -6%
BW
199
BostonPremier Wealth
Massachusetts
$522K +$522K +4,945 New
MFA
200
Mayflower Financial Advisors
Massachusetts
$516K -$159K -1,509 -24%
6 7
8
9 10