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iShares MSCI USA Value Factor ETF

412 hedge funds and large institutions have $5.01B invested in iShares MSCI USA Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 196 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-18
Holders Change %
-4.19%
% of All Funds
6.57%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.3%
New
31
Increased
90
Reduced
196
Closed
41
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Shares
Change %
FCH
201
Freestone Capital Holdings
Washington
$545K -$116K -1,277 -18%
WAP
202
Wealthcare Advisory Partners
Pennsylvania
$539K +$10.5K +116 +2%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$530K -$148K -1,634 -22%
KWS
204
Keystone Wealth Services
California
$528K -$70.6K -778 -12%
CL
205
Choreo LLC
Illinois
$521K -$18.2K -199 -3%
AWA
206
Arkadios Wealth Advisors
Georgia
$515K +$3.45K +38 +0.7%
AWM
207
Apollon Wealth Management
South Carolina
$512K -$202K -2,232 -28%
PA
208
PFG Advisors
Arizona
$503K -$22.3K -246 -4%
CPC
209
Consolidated Planning Corp
Georgia
$501K -$2.59M -28,562 -84%
Citigroup
210
Citigroup
New York
$495K -$694K -7,654 -58%
IWM
211
IHT Wealth Management
Illinois
$492K -$20.7K -228 -4%
GA
212
GSG Advisors
New Jersey
$490K +$490K +5,400 New
GRP
213
Global Retirement Partners
California
$477K -$5.96K -67 -1%
AWM
214
AE Wealth Management
Kansas
$461K -$4.08K -45 -0.9%
NRW
215
Nova R Wealth
Kansas
$457K -$24.8K -273 -5%
LWM
216
Liberty Wealth Management
California
$448K -$75.6K -833 -14%
WCFA
217
Walkner Condon Financial Advisors
Wisconsin
$445K +$15.7K +173 +4%
SFS
218
Security Financial Services
Indiana
$443K -$16.2K -179 -4%
MHR
219
Matthew Hamilton Rosenberg
$437K -$238K -2,618 -35%
MCM
220
Mattern Capital Management
Colorado
$437K -$59.8K -659 -12%
FCFC
221
First Citizens Financial Corp
Iowa
$430K -$4.72K -52 -1%
MCWS
222
McKinley Carter Wealth Services
West Virginia
$430K -$13.4K -148 -3%
AWM
223
Alterna Wealth Management
Texas
$428K -$52.3K -576 -11%
WMS
224
Wealth Management Solutions
Pennsylvania
$427K -$14.5K -160 -3%
STB
225
S&T Bank
Pennsylvania
$423K