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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 %
T
451
Transce3nd
Texas
– -$5.91K -56 Closed
EW
452
Element Wealth
Mississippi
– -$5.28K -50 Closed
EBA
453
Eagle Bay Advisors
New York
– -$4.12K -39 Closed
SJIM
454
St. Johns Investment Management
Florida
– -$2.64K -25 Closed
CCM
455
Chilton Capital Management
Texas
– -$2.54K -24 Closed
CJH
456
Christopher J. Hasenberg
Wisconsin
– -$2.54K -24 Closed
VHAM
457
Van Hulzen Asset Management
California
– -$1.37K -13 Closed
CJ
458
Caitlin John
Michigan
– -$950 -9 Closed
OP
459
ORG Partners
Indiana
– -$29 – –
15 16 17 18
19