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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 %
Raymond James Financial
26
Raymond James Financial
Florida
$26.3M 231,988 -36,401 -14%
NSLI
27
Nan Shan Life Insurance
Taiwan
$23.2M 205,000 – –
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$21.9M 193,299 -647 -0.3%
AWE
29
Avidian Wealth Enterprises
Texas
$21.5M 190,257 +6,181 +3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$20.1M 177,455 -7,071 -4%
MWP
31
Meridian Wealth Partners
Pennsylvania
$19.8M 175,147 +6,444 +4%
ERWM
32
Elk River Wealth Management
Colorado
$19.6M 173,169 +1,243 +0.7%
CWM
33
Congress Wealth Management
Massachusetts
$17.7M 156,489 +156,489 New
FG
34
Foster Group
Iowa
$16.3M 143,925 +4,895 +4%
TFHU
35
TLT Family Holdco ULC
$15.7M 139,000 +139,000 New
Ameriprise
36
Ameriprise
Minnesota
$14.1M 124,480 +1,592 +1%
AA
37
Addison Advisors
Vermont
$13.4M 118,120 -762 -0.6%
IWC
38
Integrated Wealth Concepts
Massachusetts
$12.7M 111,881 -3,700 -3%
CAM
39
Cresset Asset Management
Illinois
$11M 97,003 -198 -0.2%
HighTower Advisors
40
HighTower Advisors
Illinois
$10.2M 89,792 +1,476 +2%
CPWA
41
Cerro Pacific Wealth Advisors
California
$9.78M 86,415 +7,272 +9%
S
42
SignatureFD
Georgia
$9.27M 81,877 -392 -0.5%
EAMA
43
EFG Asset Management (Americas)
Florida
$8.33M 73,538 +37,929 +107%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$7.91M 69,905 -125,414 -64%
SR
45
Syntax Research
Florida
$7.88M 69,620 +9,328 +15%
CG
46
CFO4Life Group
Texas
$7.86M 69,402 -6,289 -8%
Cerity Partners
47
Cerity Partners
New York
$7.63M 67,429 -699,980 -91%
FFBTD
48
First Financial Bank - Trust Division
Ohio
$7.28M 64,292 +399 +0.6%
Goldman Sachs
49
Goldman Sachs
New York
$6.99M 61,705 +8,438 +16%
SPIA
50
Steward Partners Investment Advisory
New York
$6.92M 61,130 -18,271 -23%
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