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iShares MSCI USA Value Factor ETF

403 hedge funds and large institutions have $5.54B invested in iShares MSCI USA Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 115 increasing their positions, 166 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

27% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 51

31% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 166

Holders
403
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$403K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$156M
2 +$49.7M
3 +$24.4M
4
Goldman Sachs
Goldman Sachs
New York
+$11.3M
5
TC
Trilogy Capital
California
+$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$1.95B
2
$464M
3
$383M
4
$262M
5
$260M
6
$193M
7
$157M
8
$156M
9
$115M
10
$106M
11
$83.4M
12
$73.4M
13
$72.4M
14
$68.1M
15
$66.4M
16
$50M
17
$44M
18
$42.8M
19
$41.5M
20
$41.2M
21
$36.1M
22
$33M
23
$32.1M
24
$30.8M
25
$28.6M