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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 %
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$6.81M 60,175 +5,026 +9%
Osaic Holdings
52
Osaic Holdings
Arizona
$6.81M 62,474 -1,979 -3%
MML Investors Services
53
MML Investors Services
Massachusetts
$6.78M 59,887 -464 -0.8%
FPAS
54
Focus Partners Advisor Solutions
Missouri
$6.38M 56,327 +30,264 +116%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$6.21M 54,813 -20,079 -27%
GB
56
Gunma Bank
Japan
$5.66M 50,000 – –
IA
57
IFP Advisors
Florida
$5.47M 48,313 -9,222 -16%
SW
58
SVB Wealth
Massachusetts
$5.43M 47,935 -22,256 -32%
ACA
59
Aptus Capital Advisors
Alabama
$5.19M 45,820 -458 -1%
AC
60
Allstate Corporation
Illinois
$5.17M 45,648 +45,648 New
PA
61
Parallel Advisors
California
$5.06M 44,714 -9,495 -18%
AHC
62
Anderson Hoagland & Co
Missouri
$5.05M 44,595 +390 +0.9%
WA
63
Waddell & Associates
Tennessee
$5.04M 44,553 -246 -0.5%
Citadel Advisors
64
Citadel Advisors
Florida
$4.86M 42,886 +9,978 +30%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$4.6M 40,811 +3,775 +10%
WDL
66
Well Done LLC
Michigan
$4.59M 40,505 -7,910 -16%
ICP
67
Interchange Capital Partners
Pennsylvania
$4.38M 38,647 +258 +0.7%
ECM
68
Evergreen Capital Management
Washington
$4.37M 38,620 +2 +0%
FFN
69
Focus Financial Network
Minnesota
$4.33M 38,272 +144 +0.4%
OIA
70
OneDigital Investment Advisors
Kansas
$4.26M 37,673 -11,963 -24%
Mariner
71
Mariner
Kansas
$4.07M 35,924 -9,494 -21%
EH
72
Equitable Holdings
New York
$3.68M 32,514 -66 -0.2%
SAS
73
Sage Advisory Services
Texas
$3.64M 32,128 -18,887 -37%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$3.54M 31,250 +785 +3%
FM
75
Family Management
New York
$3.43M 30,294 -2,016 -6%
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