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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
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 %
SIC
376
Salem Investment Counselors
North Carolina
$8.15K +$8.15K +72 New
MFC
377
Morris Financial Concepts
South Carolina
$8K – – –
CTWM
378
Cherry Tree Wealth Management
Minnesota
$7.93K – – –
SRCM
379
Signature Resources Capital Management
California
$7.93K +$7.93K +70 New
OFG
380
Oxford Financial Group
Indiana
$7.7K – – –
PB
381
Pinnacle Bancorp
Nebraska
$7.13K – – –
JWA
382
JFS Wealth Advisors
Pennsylvania
$6.68K – – –
AF
383
Allworth Financial
California
$6.34K – – –
CFO
384
CVA Family Office
Colorado
$6.34K – – –
BCMLT
385
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.11K – – –
CFB
386
Cullen/Frost Bankers
Texas
$6.08K +$113 +1 +2%
DSC
387
Duncker Streett & Co
Missouri
$5.89K – – –
CIA
388
Cape Investment Advisory
Georgia
$5.77K – – –
CHC
389
City Holding Co
West Virginia
$5.66K +$5.66K +50 New
T
390
Tidemark
California
$5.32K – – –
BLC
391
Brown, Lisle/Cummings
Rhode Island
$4.42K – – –
MSFP
392
Mark Sheptoff Financial Planning
Connecticut
$4.3K – – –
NCM
393
Northwest Capital Management
Oregon
$4.3K – – –
HCM
394
Hollencrest Capital Management
California
$4.08K +$4.08K +36 New
TFGT
395
TS Financial Group (TSFG)
Illinois
$4K -$11.5K -92 -74%
GWANC
396
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.96K – – –
AG
397
AmeriFlex Group
Nevada
$3.94K – – –
HWM
398
HighMark Wealth Management
Minnesota
$3.88K +$3.88K +34 New
AIP
399
Ameritas Investment Partners
Nebraska
$3.76K +$3.76K +33 New
WP
400
WealthShield Partners
North Carolina
$3.28K – – –
14 15
16
17 18