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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 %
APP
76
Avantax Planning Partners
Iowa
$3.39M 29,974 +17,453 +139%
JTWM
77
Jackson Thornton Wealth Management
Alabama
$3.36M 29,150 – –
SC
78
Savant Capital
Illinois
$3.36M 29,672 -2,013 -6%
SI
79
Stephens Inc
Arkansas
$3.29M 29,077 +11 +0%
TC
80
Trilogy Capital
California
$3.27M 28,917 -6,942 -19%
DWT
81
Dorsey & Whitney Trust
South Dakota
$3.19M 28,175 – –
TRCT
82
Tower Research Capital (TRC)
New York
$3.12M 27,595 +2,712 +11%
HTC
83
Haverford Trust Company
Pennsylvania
$3.09M 27,296 – –
PCA
84
Peddock Capital Advisors
Massachusetts
$2.92M 25,811 -177 -0.7%
EWA
85
EP Wealth Advisors
California
$2.83M 25,019 -458 -2%
EL
86
EQ LLC
Washington
$2.76M 24,389 -7,118 -23%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$2.76M 23,798 -446 -2%
FTUS
88
Flow Traders U.S.
New York
$2.74M 24,204 +6,163 +34%
USCWA
89
U.S. Capital Wealth Advisors
Texas
$2.72M 24,067 -3,575 -13%
Lido Advisors
90
Lido Advisors
California
$2.69M 23,750 -3,956 -14%
MCA
91
Magnolia Capital Advisors
Mississippi
$2.63M 23,187 +7,369 +47%
Bank Julius Baer & Co
92
Bank Julius Baer & Co
Switzerland
$2.54M 22,413 -7,841 -26%
BSSFA
93
Baron Silver Stevens Financial Advisors
Florida
$2.51M 22,194 -510 -2%
FIA
94
Foundations Investment Advisors
Arizona
$2.49M 21,987 +1,709 +8%
ASN
95
Advisory Services Network
Georgia
$2.31M 20,420 +241 +1%
JFG
96
Jefferies Financial Group
New York
$2.26M 20,000 -51,936 -72%
AWM
97
Apex Wealth Management
New Hampshire
$2.19M 19,355 +632 +3%
CFS
98
Cannon Financial Strategists
Georgia
$2.19M 19,326 -7,989 -29%
ES
99
Eagle Strategies
New York
$2.09M 18,489 +237 +1%
FTA
100
Financial & Tax Architects
Missouri
$2.04M 18,060 -735 -4%
2 3
4
5 6