iShares MSCI USA Value Factor ETF
VLUE
420 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, 163 reducing their positions, and 40 closing their positions.
2.78% more ownership
Funds ownership: 78.42% → 81.2% (+2.8%)
5% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 40
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
0% less capital invested
Capital invested by funds: $5.42B → $5.42B (-$367K)
0% less funds holding
Funds holding: 422 → 420 (-2)
29% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 163
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$58.4M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$20.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$19.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.2M |
| 5 |
Bank of New York Mellon
New York
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMI
Matson Money Inc
Mason,
Ohio
|
-$84.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$22.9M |
| 3 |
CG
CFO4Life Group
Coppell,
Texas
|
-$20.9M |
| 4 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$18.4M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$18.2M |
VLUE Hedge Fund Activity: Q1 2025 in Review
420 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Value Factor ETF (VLUE) for Q1 2025, worth a combined $5.42B — down 0.01% from $5.42B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new VLUE positions and 40 closed out — a net gain of 2 holders — while 116 added to existing stakes and 163 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $58.4M. The largest seller was Matson Money Inc, cutting an estimated $84.1M.
- 420 institutional investors held iShares MSCI USA Value Factor ETF (VLUE) as of Q1 2025, down from 422 in Q4 2024.
- Funds reported $5.42B of iShares MSCI USA Value Factor ETF stock for Q1 2025, down 0.01% quarter-over-quarter.
- 42 funds opened new iShares MSCI USA Value Factor ETF positions in Q1 2025 and 40 closed out, a net change of +2 holders.
- The largest iShares MSCI USA Value Factor ETF buyer in Q1 2025 was Northwestern Mutual Wealth Management, an estimated $58.4M added.
- The largest iShares MSCI USA Value Factor ETF seller in Q1 2025 was Matson Money Inc, an estimated $84.1M sold.
Based on aggregated 13F filings for Q1 2025.