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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 %
AWM
251
Angeles Wealth Management
California
$320K – – –
BCM
252
Brookstone Capital Management
Illinois
$319K +$72K +675 +29%
GA
253
Goldstein Advisors
Wisconsin
$318K -$152K -1,429 -32%
AG
254
Ascent Group
Virginia
$312K +$20.8K +195 +7%
LFAS
255
Level Four Advisory Services
Texas
$310K +$427 +4 +0.1%
Pathstone Holdings
256
Pathstone Holdings
New Jersey
$309K -$107 -1 -0%
SPC
257
Sigma Planning Corp
Michigan
$307K -$52.7K -494 -15%
Bessemer Group
258
Bessemer Group
New Jersey
$305K -$5.77K -54 -2%
CIA
259
Concurrent Investment Advisors
Florida
$304K -$7.04K -66 -2%
JWM
260
JGP Wealth Management
Oregon
$295K – – –
HIP
261
HUB Investment Partners
Texas
$293K -$35.5K -333 -11%
AF
262
Apexium Financial
Texas
$292K – – –
TC
263
TownSquare Capital
Utah
$289K +$57.2K +536 +25%
PS
264
Principal Securities
Iowa
$289K +$1.16K +11 +0.4%
AWM
265
AE Wealth Management
Kansas
$287K -$21.4K -201 -7%
SVWG
266
Shared Vision Wealth Group
United States
$282K – – –
TMWM
267
Taylor & Morgan Wealth Management
Michigan
$275K +$1.71K +16 +0.6%
OAP
268
One Advisory Partners
Kansas
$272K -$107 -1 -0%
WAL
269
W Advisors LLC
Tennessee
$272K -$107 -1 -0%
JIP
270
Jaffetilchin Investment Partners
Florida
$269K +$1.07K +10 +0.4%
FCM
271
Fortis Capital Management
Washington
$269K – – –
CCA
272
Cora Capital Advisors
New Jersey
$268K – – –
AG
273
AlTi Global
New York
$267K – – –
TWP
274
Tyche Wealth Partners
Texas
$267K – – –
ST
275
Smithfield Trust
Pennsylvania
$262K – – –
9 10
11
12 13