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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 %
FDCDDQ
301
Federation des caisses Desjardins du Quebec
Quebec, Canada
$207K – – –
WA
302
WealthTrust Axiom
Pennsylvania
$206K – – –
SM
303
Sweeney & Michel
California
$200K +$200K +2,142 New
MCM
304
MAI Capital Management
Ohio
$181K -$14.9K -140 -8%
LC
305
Lavaca Capital
Texas
$165K +$165K +1,544 New
AAP
306
Arax Advisory Partners
Colorado
$164K +$7.57K +71 +5%
RIA
307
Realta Investment Advisors
Delaware
$163K +$3.73K +35 +2%
AIC
308
Archer Investment Corporation
Indiana
$149K – – –
CWM
309
Centricity Wealth Management
Ohio
$124K – – –
TCM
310
TD Capital Management
Tennessee
$121K +$640 +6 +0.5%
FCAS
311
First Command Advisory Services
Texas
$112K -$204K -1,917 -65%
PTC
312
Private Trust Company
Ohio
$102K +$33.6K +315 +49%
BBHC
313
Brown Brothers Harriman & Co
New York
$93.5K +$74.9K +702 +401%
VWWMG
314
Vermillion & White Wealth Management Group
Pennsylvania
$91.7K -$533 -5 -0.6%
MG
315
Mather Group
Illinois
$85.6K – – –
BFO
316
Biltmore Family Office
North Carolina
$85.3K – – –
SIS
317
Sound Income Strategies
Florida
$85.1K +$12.6K +118 +17%
GWSG
318
GPS Wealth Strategies Group
Colorado
$76.6K +$320 +3 +0.4%
GEA
319
Glen Eagle Advisors
New Jersey
$72.3K – – –
FWP
320
FAS Wealth Partners
Kansas
$60.3K +$320 +3 +0.5%
NS
321
NBC Securities
Alabama
$57K +$57K +536 New
AT
322
Arlington Trust
Alabama
$53.6K +$32K +300 +148%
AWM
323
AllSquare Wealth Management
New York
$53K – – –
IIL
324
Insight Inv LLC
California
$52K – – –
CAM
325
Costello Asset Management
Pennsylvania
$51.6K +$51.6K +484 New
11 12
13
14 15