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

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$29.1M
2
Cerity Partners
2
Cerity Partners
New York
$7.63M
3
HI
3
Horizon Investments
North Carolina
$0
4
UBS Group
4
UBS Group
Switzerland
$42.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
276
Patriot Investment Management Group
Tennessee
$247K – – –
Bessemer Group
277
Bessemer Group
New Jersey
$247K -$76.5K -675 -24%
MSA
278
Marino Stram & Associates
Massachusetts
$246K +$453 +4 +0.2%
AWM
279
AE Wealth Management
Kansas
$244K -$61K -539 -20%
NRW
280
Nova R Wealth
Kansas
$243K -$1.47K -13 -0.6%
PWM
281
PMG Wealth Management
Illinois
$236K – – –
GIM
282
Glenmede Investment Management
Pennsylvania
$234K +$234K +2,070 New
EIA
283
Eldridge Investment Advisors
New Hampshire
$228K – – –
CIA
284
Capital Investment Advisors
Georgia
$227K – – –
ACA
285
Atlas Capital Advisors
Wyoming
$226K – – –
EWM
286
EPG Wealth Management
Georgia
$224K +$906 +8 +0.4%
HWA
287
HMV Wealth Advisors
Louisiana
$221K +$221K +1,956 New
WIM
288
WealthPlan Investment Management
Nebraska
$221K +$221K +1,949 New
MHR
289
Matthew Hamilton Rosenberg
$220K -$51.5K -455 -19%
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$220K – – –
GWS
291
Greykasell Wealth Strategies
California
$219K -$49K -433 -18%
WA
292
WealthTrust Axiom
Pennsylvania
$218K – – –
HNB
293
Huntington National Bank
Ohio
$217K -$44.4K – –
KNFPWM
294
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$212K +$212K +1,876 New
DWP
295
Daymark Wealth Partners
Ohio
$208K +$208K +1,838 New
DCM
296
Driehaus Capital Management
Illinois
$207K -$45.2K -399 -18%
CGPCS
297
Capital Group Private Client Services
California
$203K +$203K +1,790 New
NA
298
Novus Advisors
South Carolina
$201K +$201K +1,772 New
MCM
299
MAI Capital Management
Ohio
$175K -$17.5K -155 -9%
RIA
300
Realta Investment Advisors
Delaware
$169K -$3.96K -35 -2%
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12
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