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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 %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$6.89M +$789K +7,398 +13%
Osaic Holdings
52
Osaic Holdings
Arizona
$6.88M +$1.65M +15,491 +32%
FFBTD
53
First Financial Bank - Trust Division
Ohio
$6.81M +$61.1K +573 +0.9%
MML Investors Services
54
MML Investors Services
Massachusetts
$6.44M +$444K +4,161 +7%
SR
55
Syntax Research
Florida
$6.43M -$1.32M -12,388 -17%
PCIG
56
Partners Capital Investment Group
Massachusetts
$6.17M – – –
IA
57
IFP Advisors
Florida
$6.14M +$338K +3,174 +6%
Kovitz Investment Group Partners
58
Kovitz Investment Group Partners
Illinois
$5.88M -$33.1K -310 -0.6%
PA
59
Parallel Advisors
California
$5.78M -$480K -4,503 -8%
Goldman Sachs
60
Goldman Sachs
New York
$5.68M -$1.28M -12,023 -18%
SAS
61
Sage Advisory Services
Texas
$5.44M +$5.44M +51,015 New
GB
62
Gunma Bank
Japan
$5.33M -$1.6M -15,000 -23%
OIA
63
OneDigital Investment Advisors
Kansas
$5.29M -$532K -4,990 -9%
WDL
64
Well Done LLC
Michigan
$5.11M -$82.5K -781 -2%
ACA
65
Aptus Capital Advisors
Alabama
$4.94M -$707K -6,631 -13%
Mariner
66
Mariner
Kansas
$4.84M -$236K -2,216 -5%
WA
67
Waddell & Associates
Tennessee
$4.78M -$441K -4,134 -8%
SWG
68
Summit Wealth Group
Vermont
$4.5M -$540K -5,067 -11%
AHC
69
Anderson Hoagland & Co
Missouri
$4.13M +$1.35M +14,457 +49%
ECM
70
Evergreen Capital Management
Washington
$4.12M +$107 +1 +0%
ICP
71
Interchange Capital Partners
Pennsylvania
$4.09M +$25.8K +242 +0.6%
FFN
72
Focus Financial Network
Minnesota
$4.07M -$70.4K -660 -2%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$3.92M +$909K +8,591 +30%
TC
74
Trilogy Capital
California
$3.82M -$16M -150,187 -81%
EAMA
75
EFG Asset Management (Americas)
Florida
$3.8M -$60.7K -569 -2%
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