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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 %
SAM
351
Smartleaf Asset Management
Massachusetts
$20.3K +$20.3K +192 New
GWM
352
Geneos Wealth Management
Colorado
$18.8K +$15.7K +147 +507%
KWM
353
Kiker Wealth Management
Georgia
$18.2K +$18.2K +171 New
CA
354
Crewe Advisors
Utah
$17.6K – – –
TSMHT
355
Thurston Springer Miller Herd & Titak
Indiana
$15.8K +$15.8K +148 New
CWP
356
Concord Wealth Partners
Virginia
$15.7K -$5.65K -53 -27%
RF
357
Rossby Financial
Florida
$15.6K +$15.6K +154 New
AA
358
Ancora Advisors
Ohio
$15.5K – – –
WIM
359
Westside Investment Management
California
$15.5K – – –
SN
360
Sittner & Nelson
Oregon
$14.7K +$14.7K +138 New
CFD
361
Creative Financial Designs
Indiana
$14.7K – – –
TF
362
Tompkins Financial
New York
$13.7K – – –
AF
363
Advisornet Financial
Minnesota
$13.3K +$107 +1 +0.8%
CIAS
364
Capital Investment Advisory Services
North Carolina
$13.1K – – –
TFGT
365
TS Financial Group (TSFG)
Illinois
$13K +$9.75K +93 +300%
GCM
366
Gables Capital Management
Florida
$12.3K – – –
FFA
367
Founders Financial Alliance
North Carolina
$12.3K – – –
HCP
368
Hexagon Capital Partners
Arkansas
$11.5K – – –
BWL
369
Bogart Wealth LLC
Virginia
$11.1K – – –
BA
370
Bristlecone Advisors
Washington
$11K – – –
HIW
371
Holos Integrated Wealth
Pennsylvania
$10.9K – – –
MIM
372
MTM Investment Management
South Carolina
$10.4K – – –
MEG
373
Millstone Evans Group
Colorado
$10.3K – – –
GI
374
GAMMA Investing
California
$8.21K -$25.5K -239 -76%
BCWM
375
Bartlett & Co Wealth Management
Ohio
$8.11K – – –
13 14
15
16 17