VLUE icon

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 %
AQR Capital Management
276
AQR Capital Management
Connecticut
$256K -$476K -4,464 -65%
MHR
277
Matthew Hamilton Rosenberg
$256K -$960 -9 -0.4%
GWS
278
Greykasell Wealth Strategies
California
$252K -$19.4K -182 -7%
CWS
279
Confluence Wealth Services
Pennsylvania
$251K – – –
GLLW
280
Graves Light Lenhart Wealth
Virginia
$250K -$152K -1,424 -38%
CAS
281
Coppell Advisory Solutions
Texas
$244K +$148K +874 +153%
APC
282
Aspire Private Capital
North Carolina
$242K +$242K +2,273 New
DCM
283
Driehaus Capital Management
Illinois
$238K -$92.6K -868 -28%
HCM
284
Hengehold Capital Management
Ohio
$237K -$55.7K -522 -19%
AOWM
285
Alpha Omega Wealth Management
Virginia
$235K +$235K +2,199 New
PIMG
286
Patriot Investment Management Group
Tennessee
$233K -$19.2K -180 -8%
MSA
287
Marino Stram & Associates
Massachusetts
$231K +$427 +4 +0.2%
SWP
288
Stratos Wealth Partners
Ohio
$231K -$29.9K -280 -11%
NRW
289
Nova R Wealth
Kansas
$230K -$22.2K -208 -9%
KWA
290
Kingswood Wealth Advisors
California
$227K -$79.1K -742 -26%
FCH
291
Freestone Capital Holdings
Washington
$226K -$8.53K -80 -4%
PWM
292
PMG Wealth Management
Illinois
$223K +$7.47K +70 +3%
GSWM
293
Golden State Wealth Management
California
$221K -$3.31K -31 -1%
GT
294
Glenmede Trust
Pennsylvania
$221K – – –
N
295
Natixis
France
$219K -$741 -7 -0.3%
EIA
296
Eldridge Investment Advisors
New Hampshire
$214K – – –
CIA
297
Capital Investment Advisors
Georgia
$213K – – –
ACA
298
Atlas Capital Advisors
Wyoming
$213K -$15K -141 -7%
EWM
299
EPG Wealth Management
Georgia
$210K -$8.75K -82 -4%
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
$208K +$208K +1,949 New
10 11
12
13 14