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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 %
WP
401
WealthShield Partners
North Carolina
$3.09K -$747 -7 -19%
LC
402
Lindbrook Capital
California
$3.09K +$3.09K +29 New
HBW
403
Hazlett, Burt & Watson
West Virginia
$3K -$4.44K -37 -60%
FGAM
404
Financial Gravity Asset Management
Texas
$2.99K +$2.99K +28 New
CWC
405
Carolinas Wealth Consulting
North Carolina
$2.9K +$2.9K +27 New
MBFW
406
Morton Brown Family Wealth
Pennsylvania
$2.03K – – –
CA
407
Clearstead Advisors
Ohio
$1.81K +$1.81K +17 New
CPG
408
Cornerstone Planning Group
New Jersey
$1.54K – – –
FRA
409
Front Row Advisors
California
$1.49K +$1.49K +14 New
NC
410
North Capital
Utah
$1.22K +$1.22K +11 New
TCOV
411
Trust Company of Vermont
Vermont
$1.07K – – –
SFG
412
Stonebridge Financial Group
Pennsylvania
$853 -$853 -8 -50%
KSWA
413
Kathleen S. Wright Associates
Pennsylvania
$747 – – –
FP
414
Financial Perspectives
Minnesota
$213 – – –
RWS
415
Retirement Wealth Solutions
Wisconsin
$158 – – –
VFM
416
Vision Financial Markets
Connecticut
$107 – – –
KGP
417
Keystone Global Partners
Colorado
$106 +$106 +1 New
TPCW
418
TD Private Client Wealth
New York
$74 – – –
PPFA
419
Provida Pension Fund Administrator
Chile
– -$18.4M -174,536 Closed
Jane Street
420
Jane Street
New York
– -$880K -8,329 Closed
IC
421
IEQ Capital
California
– -$743K -7,035 Closed
IA
422
Integrity Alliance
Iowa
– -$734K -6,953 Closed
EGM
423
Engineers Gate Manager
New York
– -$586K -5,551 Closed
EP
424
Essential Planning
New Hampshire
– -$501K -4,550 Closed
SF
425
Symphony Financial
Texas
– -$396K -3,566 Closed
15 16
17
18 19