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iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

417 hedge funds and large institutions have $5.42B invested in iShares MSCI USA Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-4
Holders Change %
-0.95%
% of All Funds
5.66%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
42
Increased
116
Reduced
161
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$57.2M
2
AWE
Avidian Wealth Enterprises
Texas
+$19.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$19.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$14M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$13.1M

Top Sellers

1
MMI
Matson Money Inc
Ohio
-$82.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.4M
3
CG
CFO4Life Group
Texas
-$20.5M
4
PPFA
Provida Pension Fund Administrator
Chile
-$18.4M
5
M&T Bank
M&T Bank
New York
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
STB
226
S&T Bank
Pennsylvania
$418K – – –
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$413K +$18.7K +175 +5%
SAI
228
Savvy Advisors Inc
New York
$408K +$408K +3,826 New
FCFC
229
First Citizens Financial Corp
Iowa
$399K +$45.8K +429 +13%
TFA
230
Tranquilli Financial Advisor
New Jersey
$397K +$17.9K +168 +5%
CCA
231
Clearwater Capital Advisors
Illinois
$387K – – –
BIA
232
Bell Investment Advisors
California
$386K +$14.8K +139 +4%
BW
233
BostonPremier Wealth
Massachusetts
$383K -$144K -1,350 -27%
SWM
234
Spire Wealth Management
Virginia
$374K +$23.4K +219 +7%
SFS
235
Strategic Financial Services
New York
$373K -$2.32M -21,780 -86%
ALA
236
Atlas Legacy Advisors
California
$371K +$69.7K +643 +23%
DCM
237
Donaldson Capital Management
Indiana
$370K +$370K +3,465 New
LCM
238
Lunt Capital Management
Utah
$362K – – –
SOS
239
Silver Oak Securities
Tennessee
$360K – – –
BWM
240
BCGM Wealth Management
Indiana
$354K +$2.13K +20 +0.6%
IWM
241
IHT Wealth Management
Illinois
$354K -$746 -7 -0.2%
SPWM
242
Schrum Private Wealth Management
Florida
$351K – – –
MCM
243
Mattern Capital Management
Colorado
$347K -$2.03K -19 -0.6%
Financial Engines Advisors
244
Financial Engines Advisors
California
$346K – – –
KPWS
245
Kestra Private Wealth Services
Texas
$341K -$68.3K -640 -17%
GAM
246
GEM Asset Management
Michigan
$339K – – –
FFG
247
Foundry Financial Group
New Hampshire
$336K – – –
SFO
248
Stokes Family Office
Louisiana
$329K -$746 -7 -0.2%
DE
249
Diversified Enterprises
Delaware
$329K +$9.06K +85 +3%
IA
250
IFG Advisory
Georgia
$322K – – –
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10
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