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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.

Holders
414
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
5.56%
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 %
LFG
401
Larson Financial Group
Missouri
$3.28K – – –
RWM
402
Rialto Wealth Management
New York
$3.17K +$3.17K +28 New
HBW
403
Hazlett, Burt & Watson
West Virginia
$3K – – –
KG
404
Kilter Group
New York
$2.49K +$2.49K +22 New
MBFW
405
Morton Brown Family Wealth
Pennsylvania
$2.15K – – –
CPG
406
Cornerstone Planning Group
New Jersey
$1.74K – – –
NC
407
North Capital
Utah
$1.31K +$109 +1 +9%
TCOV
408
Trust Company of Vermont
Vermont
$1.13K – – –
KSWA
409
Kathleen S. Wright Associates
Pennsylvania
$792 – – –
CSPIA
410
Cary Street Partners Investment Advisory
Virginia
$566 +$566 +5 New
AUB
411
Atlantic Union Bankshares
Virginia
$340 +$340 +3 New
FP
412
Financial Perspectives
Minnesota
$226 – – –
RWS
413
Retirement Wealth Solutions
Wisconsin
$169 – – –
VFM
414
Vision Financial Markets
Connecticut
$114 – – –
TPCW
415
TD Private Client Wealth
New York
$78 – – –
HI
416
Horizon Investments
North Carolina
– -$31.6M -296,317 Closed
SMC
417
Spider Management Company
Virginia
– -$8.21M -76,986 Closed
PCIG
418
Partners Capital Investment Group
Massachusetts
– -$6.17M -57,877 Closed
FFS
419
Founders Financial Securities
Maryland
– -$1.91M -18,690 Closed
Natixis Advisors
420
Natixis Advisors
Massachusetts
– -$1.94M -18,154 Closed
Nomura Asset Management
421
Nomura Asset Management
Japan
– -$1.88M -17,600 Closed
AWS
422
Atria Wealth Solutions
New York
– -$1.04M -9,716 Closed
AWM
423
Able Wealth Management
New Jersey
– -$654K -6,129 Closed
SW
424
Simplicity Wealth
New Jersey
– -$465K -4,356 Closed
TFA
425
Tranquilli Financial Advisor
New Jersey
– -$397K -3,725 Closed
15 16
17
18 19