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iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

412 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, 162 reducing their positions, and 41 closing their positions.

Holders
412
Holders Change
-5
Holders Change %
-1.2%
% of All Funds
5.53%
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
162
Closed
41
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
TFHU
4
TLT Family Holdco ULC
$15.7M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$64.2M

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 Market Value Shares Shares
Change 		Shares
Change %
CA
451
Clearstead Advisors
Ohio
– – -17 Closed
FRA
452
Front Row Advisors
California
– – -14 Closed
SFG
453
Stonebridge Financial Group
Pennsylvania
– – -8 Closed
KGP
454
Keystone Global Partners
Colorado
– – -1 Closed
15 16 17 18
19