The latest financial reports reveal a series of strategic moves by institutional investors in the exchange-traded funds (ETFs) market. Dorsey & Whitney Trust CO LLC and Relative Value Partners Group LLC have been particularly active, adjusting their portfolios during the fourth quarter.Dorsey & Whitney Trust CO LLC expanded its investments in the iShares Russell 2000 Value ETF (NYSEARCA:IWN), iShares Russell 1000 ETF (NYSEARCA:IWB), and iShares MSCI Japan ETF (NYSEARCA:EWJ), signaling confidence in these sectors. Conversely, the firm decreased its stakes in Vanguard Small-Cap ETF (NYSEARCA:VB), iShares Russell 3000 ETF (NYSEARCA:IWV), iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI), and Danaher Co. (NYSE:DHR), reflecting a reallocation of assets.Relative Value Partners Group LLC took a similar approach, boosting its shares in Vanguard Total World Stock ETF (NYSEARCA:VT) and iShares MSCI ACWI ETF (NASDAQ:ACWI), while reducing holdings in Vanguard Small-Cap ETF (NYSEARCA:VB), Japan Smaller Capitalization Fund, Inc. (NYSE:JOF), and Loews Co. (NYSE:L).Aveo Capital Partners LLC also made notable changes by increasing its position in Dimensional US High Profitability ETF (NYSEARCA:DUHP) and divesting from SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM).These transactions reflect a broader trend of rebalancing among institutional investors as they navigate market conditions and adjust their investment strategies accordingly.
Key points
- Dorsey & Whitney Trust CO LLC increased stakes in iShares Russell 2000 Value ETF, iShares Russell 1000 ETF, and iShares MSCI Japan ETF.
- Relative Value Partners Group LLC raised holdings in Vanguard Total World Stock ETF and iShares MSCI ACWI ETF, while reducing in others.
- Aveo Capital Partners LLC expanded its position in Dimensional US High Profitability ETF and reduced SPDR Portfolio Emerging Markets ETF.
