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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 %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$25.5M +$19.4M +181,562 +313%
MAM
27
Mullooly Asset Management
New Jersey
$25.2M +$25.2M +236,127 New
NSLI
28
Nan Shan Life Insurance
Taiwan
$21.9M -$2.51M -23,525 -10%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$20.8M +$13.1M +122,832 +169%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$20.7M +$2.74M +25,681 +15%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$20.6M +$11.2M +105,375 +120%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$19.7M -$212K -1,989 -1%
AWE
33
Avidian Wealth Enterprises
Texas
$19.6M +$19.6M +184,076 New
ERWM
34
Elk River Wealth Management
Colorado
$18.3M +$750K +7,037 +4%
MWP
35
Meridian Wealth Partners
Pennsylvania
$18M +$167K +1,564 +0.9%
FG
36
Foster Group
Iowa
$14.8M +$701K +6,570 +5%
Ameriprise
37
Ameriprise
Minnesota
$13.1M -$3.83M -35,929 -23%
AA
38
Addison Advisors
Vermont
$12.7M +$343K +3,216 +3%
IWC
39
Integrated Wealth Concepts
Massachusetts
$12.3M -$3.38M -31,733 -22%
WGCA
40
Wolf Group Capital Advisors
Virginia
$10.5M +$509K +4,772 +5%
CAM
41
Cresset Asset Management
Illinois
$10.4M -$533K -4,997 -5%
HighTower Advisors
42
HighTower Advisors
Illinois
$9.42M +$257K +2,409 +3%
S
43
SignatureFD
Georgia
$8.77M +$199K +1,865 +2%
SPIA
44
Steward Partners Investment Advisory
New York
$8.47M -$17.1K -160 -0.2%
CPWA
45
Cerro Pacific Wealth Advisors
California
$8.36M +$294K +2,782 +4%
SMC
46
Spider Management Company
Virginia
$8.21M – – –
CG
47
CFO4Life Group
Texas
$8.07M -$20.5M -191,794 -72%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$7.99M -$248K -2,323 -3%
JFG
49
Jefferies Financial Group
New York
$7.67M +$7.67M +71,936 New
SW
50
SVB Wealth
Massachusetts
$7.49M -$2.42M -22,645 -24%
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