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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 %
MFC
376
Morris Financial Concepts
South Carolina
$7.53K – – –
CTWM
377
Cherry Tree Wealth Management
Minnesota
$7.47K – – –
SAS
378
Spurstone Advisory Services
Connecticut
$7.36K +$7.36K +69 New
OFG
379
Oxford Financial Group
Indiana
$7.25K – – –
CWM
380
Compass Wealth Management
Connecticut
$6.83K +$6.83K +64 New
PB
381
Pinnacle Bancorp
Nebraska
$6.72K +$960 +9 +17%
SS
382
Sunbelt Securities
Texas
$6.56K -$116K -1,094 -95%
PA
383
PSI Advisors
Florida
$6.4K – – –
JWA
384
JFS Wealth Advisors
Pennsylvania
$6.29K – – –
FHA
385
First Horizon Advisors
Tennessee
$6.05K -$391K -3,615 -98%
CFO
386
CVA Family Office
Colorado
$5.97K – – –
BCMLT
387
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.76K – – –
AF
388
Allworth Financial
California
$5.72K – – –
CFB
389
Cullen/Frost Bankers
Texas
$5.69K +$5.69K +53 New
DSC
390
Duncker Streett & Co
Missouri
$5.55K – – –
CIA
391
Cape Investment Advisory
Georgia
$5.44K – – –
T
392
Tidemark
California
$5.01K – – –
BLC
393
Brown, Lisle/Cummings
Rhode Island
$4.16K – – –
MSFP
394
Mark Sheptoff Financial Planning
Connecticut
$4.05K – – –
NCM
395
Northwest Capital Management
Oregon
$4.05K – – –
VCM
396
Versant Capital Management
Arizona
$3.73K – – –
GWANC
397
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.73K – – –
AG
398
AmeriFlex Group
Nevada
$3.72K – – –
Q1WB
399
Quest 10 Wealth Builders
Virginia
$3.52K – – –
LFG
400
Larson Financial Group
Missouri
$3.09K -$18.7K -175 -86%
14 15
16
17 18