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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 %
GRP
201
Global Retirement Partners
California
$515K -$5.18K -49 -1%
CAAM
202
Cornerstone Advisors Asset Management
Pennsylvania
$506K +$7.18K +68 +1%
EP
203
Essential Planning
New Hampshire
$501K +$501K +4,550 New
CWM
204
Certus Wealth Management
California
$490K – – –
MBT
205
Montecito Bank & Trust
California
$486K -$12.8K -121 -3%
Citigroup
206
Citigroup
New York
$481K +$32K +303 +7%
IAN
207
Integrated Advisors Network
Texas
$476K – – –
FCA
208
FLC Capital Advisors
California
$473K – – –
P
209
&Partners
Tennessee
$471K +$3.09K +29 +0.7%
MCWS
210
McKinley Carter Wealth Services
West Virginia
$468K -$2.43K -23 -0.5%
LIM
211
Leavell Investment Management
Alabama
$467K +$15.9K +151 +4%
GA
212
Goldstein Advisors
Wisconsin
$466K – – –
AWA
213
Archvest Wealth Advisors
California
$456K +$1.16K +11 +0.3%
AWA
214
Arete Wealth Advisors
Illinois
$450K +$91.9K +870 +26%
WWG
215
West Wealth Group
California
$447K +$3.06K +29 +0.7%
RPSA
216
Richard P. Slaughter Associates
Texas
$445K -$25.9K -245 -5%
GPA
217
Guerra Pan Advisors
New Jersey
$435K +$211 +2 +0%
PK
218
Pflug Koory
Nebraska
$422K – – –
STB
219
S&T Bank
Pennsylvania
$414K – – –
RF
220
RHS Financial
California
$413K +$11K +104 +3%
UFA
221
US Financial Advisors
Massachusetts
$410K +$317 +3 +0.1%
AC
222
AWM Capital
Arizona
$410K – – –
KPWS
223
Kestra Private Wealth Services
Texas
$405K -$2.75K -26 -0.7%
GLLW
224
Graves Light Lenhart Wealth
Virginia
$398K -$26K -246 -6%
Russell Investments Group
225
Russell Investments Group
United Kingdom
$397K +$118K +1,119 +42%
7 8
9
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