VLUE icon

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 %
GWSA
326
Global Wealth Strategies & Associates
Colorado
$50.5K -$3.51K -31 -6%
WSFS
327
Wilmington Savings Fund Society
Delaware
$50K +$19.5K +172 +64%
CA
328
CoreCap Advisors
Michigan
$49.5K +$113 +1 +0.2%
AT
329
Avalon Trust
New Mexico
$49.2K – – –
NB
330
NBT Bank
New York
$46.2K +$7.13K +63 +18%
SWM
331
Spire Wealth Management
Virginia
$44.8K -$352K -3,113 -89%
EWA
332
EverSource Wealth Advisors
Alabama
$42.1K – – –
BF
333
BOK Financial
Oklahoma
$42.1K +$42.1K +372 New
BTI
334
Blue Trust Inc
Georgia
$41.2K +$226 +2 +0.6%
SAM
335
Smartleaf Asset Management
Massachusetts
$36.6K +$15K +133 +69%
AAG
336
Armstrong Advisory Group
Massachusetts
$31.6K – – –
MWM
337
MGB Wealth Management
Texas
$31.1K – – –
RPCA
338
Running Point Capital Advisors
California
$28.9K – – –
RIL
339
Rothschild Investment LLC
Illinois
$28.3K +$113 +1 +0.4%
KFI
340
Key Financial Inc
Pennsylvania
$27.4K +$1.24K +11 +5%
AAS
341
Ameritas Advisory Services
Nebraska
$26.2K +$26.2K +231 New
NRC
342
New Republic Capital
North Carolina
$25.4K – – –
GC
343
GFG Capital
Florida
$24.5K +$24.5K +216 New
NP
344
NorthRock Partners
Minnesota
$22.6K – – –
BBPWM
345
Blue Bell Private Wealth Management
Pennsylvania
$21.1K -$8.6K -76 -29%
AWM
346
Abound Wealth Management
Tennessee
$18.9K -$3.06K -27 -14%
CA
347
Crewe Advisors
Utah
$18.7K – – –
SWP
348
Strategic Wealth Partners
Ohio
$17.9K +$17.9K +158 New
RF
349
Rossby Financial
Florida
$17.4K – – –
TSMHT
350
Thurston Springer Miller Herd & Titak
Indiana
$16.9K +$113 +1 +0.7%
12 13
14
15 16