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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 %
GWSA
326
Global Wealth Strategies & Associates
Colorado
$50.9K -$2.24K -21 -4%
ACA
327
American Capital Advisory
Idaho
$49.1K -$16.5K -155 -25%
AC
328
AlphaCore Capital
California
$48.8K +$48.8K +458 New
CA
329
CoreCap Advisors
Michigan
$46.5K -$533 -5 -1%
AT
330
Avalon Trust
New Mexico
$46.4K +$46.4K +435 New
HNB
331
Huntington National Bank
Ohio
$44.4K -$16.6K – –
EWA
332
EverSource Wealth Advisors
Alabama
$39.7K -$213 -2 -0.5%
BTI
333
Blue Trust Inc
Georgia
$38.6K – – –
NB
334
NBT Bank
New York
$36.8K -$15K -141 -29%
WF
335
Wayfinding Financial
Washington
$33K +$33K +316 New
AAG
336
Armstrong Advisory Group
Massachusetts
$29.5K – – –
MWM
337
MGB Wealth Management
Texas
$29.3K – – –
WSFS
338
Wilmington Savings Fund Society
Delaware
$28.8K – – –
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$28.5K – – –
WT
340
Washington Trust
Rhode Island
$28.3K – – –
Bank of Montreal
341
Bank of Montreal
Ontario, Canada
$28K +$13.9K +130 +98%
BBPWM
342
Blue Bell Private Wealth Management
Pennsylvania
$27.9K +$14.5K +136 +108%
SSB
343
Sandy Spring Bank
Maryland
$27.7K +$320 +3 +1%
RPCA
344
Running Point Capital Advisors
California
$27.3K – – –
SIM
345
Synergy Investment Management
Florida
$26.7K – – –
RIL
346
Rothschild Investment LLC
Illinois
$26.6K +$107 +1 +0.4%
KFI
347
Key Financial Inc
Pennsylvania
$24.6K +$107 +1 +0.4%
NRC
348
New Republic Capital
North Carolina
$23.9K – – –
NP
349
NorthRock Partners
Minnesota
$21.3K +$11.6K +109 +120%
AWM
350
Abound Wealth Management
Tennessee
$20.7K – – –
12 13
14
15 16