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iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

414 hedge funds and large institutions have $5.6B invested in iShares MSCI USA Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 164 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
5.55%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
50
Increased
102
Reduced
164
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.44B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$98.7M
3
CWM
Congress Wealth Management
Massachusetts
$17.7M
4
SOMRS
State of Michigan Retirement System
Michigan
$64.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$31.3M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$29.1M
2
Cerity Partners
Cerity Partners
New York
$7.63M
3
HI
Horizon Investments
North Carolina
$0
4
UBS Group
UBS Group
Switzerland
$42.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
226
Friday Financial
Iowa
$404K +$404K +3,568 New
SFS
227
Strategic Financial Services
New York
$392K -$4.53K -40 -1%
FCA
228
FLC Capital Advisors
California
$388K -$120K -1,056 -24%
BW
229
BostonPremier Wealth
Massachusetts
$385K -$22.2K -196 -5%
SOS
230
Silver Oak Securities
Tennessee
$385K – – –
LCM
231
Lunt Capital Management
Utah
$384K – – –
CSS
232
Cubist Systematic Strategies
Connecticut
$383K +$383K +3,381 New
BWM
233
BCGM Wealth Management
Indiana
$379K +$2.38K +21 +0.6%
IWM
234
IHT Wealth Management
Illinois
$378K +$2.38K +21 +0.6%
SPWM
235
Schrum Private Wealth Management
Florida
$374K +$1.7K +15 +0.5%
Financial Engines Advisors
236
Financial Engines Advisors
California
$368K – – –
OMC
237
Old Mission Capital
Illinois
$367K +$367K +3,246 New
DE
238
Diversified Enterprises
Delaware
$365K +$16.1K +142 +5%
GAM
239
GEM Asset Management
Michigan
$364K – – –
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$362K -$76.4K -675 -17%
RWM
241
Revisor Wealth Management
Ohio
$359K -$234K -2,021 -40%
FFG
242
Foundry Financial Group
New Hampshire
$357K – – –
SPC
243
Sigma Planning Corp
Michigan
$355K +$29.2K +258 +9%
CCA
244
Clearwater Capital Advisors
Illinois
$354K -$56.6K -500 -14%
KPWS
245
Kestra Private Wealth Services
Texas
$352K -$9.62K -85 -3%
SFO
246
Stokes Family Office
Louisiana
$347K -$2.38K -21 -0.7%
IA
247
IFG Advisory
Georgia
$342K – – –
GA
248
Goldstein Advisors
Wisconsin
$338K – – –
AIM
249
Acropolis Investment Management
Missouri
$332K +$332K +2,935 New
CWS
250
Confluence Wealth Services
Pennsylvania
$328K +$45.7K +404 +16%
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