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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
Northwestern Mutual Wealth Management
Wisconsin
+$102M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$71.6M
3
CWM
Congress Wealth Management
Massachusetts
+$17.7M
4
SOMRS
State of Michigan Retirement System
Michigan
+$13.7M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.43M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$109M
2
Cerity Partners
Cerity Partners
New York
-$79.2M
3
HI
Horizon Investments
North Carolina
-$31.6M
4
UBS Group
UBS Group
Switzerland
-$20.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
351
Concord Wealth Partners
Virginia
$16.6K – – –
WIM
352
Westside Investment Management
California
$16.4K – – –
AA
353
Ancora Advisors
Ohio
$16.1K -$340 -3 -2%
SN
354
Sittner & Nelson
Oregon
$15.6K – – –
Qube Research & Technologies (QRT)
355
Qube Research & Technologies (QRT)
United Kingdom
$15.6K +$15.6K +138 New
AF
356
Advisornet Financial
Minnesota
$14.7K +$565 +5 +4%
Bank of Montreal
357
Bank of Montreal
Ontario, Canada
$14.5K -$15.2K -134 -51%
TF
358
Tompkins Financial
New York
$14.5K – – –
CIAS
359
Capital Investment Advisory Services
North Carolina
$13.9K – – –
FLFS
360
Family Legacy Financial Solutions
North Carolina
$13.6K +$13.6K +120 New
GCM
361
Gables Capital Management
Florida
$13K – – –
FFA
362
Founders Financial Alliance
North Carolina
$13K – – –
TFA
363
Toth Financial Advisory
Virginia
$11.9K +$11.9K +105 New
BWL
364
Bogart Wealth LLC
Virginia
$11.8K – – –
HIW
365
Holos Integrated Wealth
Pennsylvania
$11.7K – – –
BA
366
Bristlecone Advisors
Washington
$11.7K – – –
CFD
367
Creative Financial Designs
Indiana
$11.4K -$4.18K -37 -27%
BIG
368
Brooklyn Investment Group
New York
$11.3K +$11.3K +100 New
MIM
369
MTM Investment Management
South Carolina
$11.1K – – –
HFS
370
Hantz Financial Services
Michigan
$11K +$11K +100 New
MEG
371
Millstone Evans Group
Colorado
$11K – – –
GWM
372
Geneos Wealth Management
Colorado
$9.96K -$9.96K -88 -50%
VCM
373
Versant Capital Management
Arizona
$9.4K +$5.43K +48 +137%
GI
374
GAMMA Investing
California
$8.72K – – –
BCWM
375
Bartlett & Co Wealth Management
Ohio
$8.6K – – –
13 14
15
16 17