iShares MSCI USA Value Factor ETF
VLUE
108 hedge funds and large institutions have $1.99B invested in iShares MSCI USA Value Factor ETF in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 6 closing their positions.
533% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 6
55% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 22
42% more funds holding
Funds holding: 76 → 108 (+32)
38% more capital invested
Capital invested by funds: $1.44B → $1.99B (+$542M)
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
0.6% more ownership
Funds ownership: 61.58% → 62.18% (+0.6%)
Top Buyers
| 1 |
BlackRock
New York
|
+$154M |
| 2 |
JP Morgan Chase
New York
|
+$43.9M |
| 3 |
Morgan Stanley
New York
|
+$25.2M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$24.1M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$23.4M |
Top Sellers
| 1 |
PC
Permanens Capital
New York
|
-$6.21M |
| 2 |
SI
SII Investments
Appleton,
Wisconsin
|
-$3.08M |
| 3 |
Bank of New York Mellon
New York
|
-$2.68M |
| 4 |
DT
Diversified Trust
Memphis,
Tennessee
|
-$1.78M |
| 5 |
WDL
Well Done LLC
Holland,
Michigan
|
-$1.17M |
VLUE Hedge Fund Activity: Q4 2017 in Review
108 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Value Factor ETF (VLUE) for Q4 2017, worth a combined $1.99B — up 38% from $1.44B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new VLUE positions and 6 closed out — a net gain of 32 holders — while 34 added to existing stakes and 22 trimmed.
The largest buyer was BlackRock, adding an estimated $154M. The largest seller was Permanens Capital, cutting an estimated $6.21M.
- 108 institutional investors held iShares MSCI USA Value Factor ETF (VLUE) as of Q4 2017, up from 76 in Q3 2017.
- Funds reported $1.99B of iShares MSCI USA Value Factor ETF stock for Q4 2017, up 38% quarter-over-quarter.
- 38 funds opened new iShares MSCI USA Value Factor ETF positions in Q4 2017 and 6 closed out, a net change of +32 holders.
- The largest iShares MSCI USA Value Factor ETF buyer in Q4 2017 was BlackRock, an estimated $154M added.
- The largest iShares MSCI USA Value Factor ETF seller in Q4 2017 was Permanens Capital, an estimated $6.21M sold.
Based on aggregated 13F filings for Q4 2017.