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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 %
Bank Julius Baer & Co
76
Bank Julius Baer & Co
Switzerland
$3.65M -$3.05M -25,273 -46%
Citadel Advisors
77
Citadel Advisors
Florida
$3.51M -$763K -7,158 -18%
EH
78
Equitable Holdings
New York
$3.47M -$40.8K -383 -1%
FM
79
Family Management
New York
$3.45M -$87.1K -817 -2%
SC
80
Savant Capital
Illinois
$3.38M -$4.59M -43,022 -58%
EL
81
EQ LLC
Washington
$3.36M -$15.1K -142 -0.4%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$3.25M -$59.6K -559 -2%
Envestnet Portfolio Solutions
83
Envestnet Portfolio Solutions
Illinois
$3.17M +$1.41M +13,200 +80%
SI
84
Stephens Inc
Arkansas
$3.1M -$1.57M -14,727 -34%
DWT
85
Dorsey & Whitney Trust
South Dakota
$3M -$53.3K -500 -2%
Lido Advisors
86
Lido Advisors
California
$2.95M -$880K -8,252 -23%
USCWA
87
U.S. Capital Wealth Advisors
Texas
$2.95M -$567K -5,321 -16%
FA
88
FDx Advisors
Illinois
$2.94M +$2.94M +27,554 New
CFS
89
Cannon Financial Strategists
Georgia
$2.91M +$234K +2,195 +9%
HTC
90
Haverford Trust Company
Pennsylvania
$2.91M -$6.62M -62,070 -69%
JTWM
91
Jackson Thornton Wealth Management
Alabama
$2.88M +$567K +5,743 +25%
TRCT
92
Tower Research Capital (TRC)
New York
$2.82M +$235K +2,072 +9%
FPAS
93
Focus Partners Advisor Solutions
Missouri
$2.78M -$57.3K -537 -2%
PCA
94
Peddock Capital Advisors
Massachusetts
$2.77M +$104K +978 +4%
EWA
95
EP Wealth Advisors
California
$2.72M -$46.7K -438 -2%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$2.59M -$17K -159 -0.7%
BSSFA
97
Baron Silver Stevens Financial Advisors
Florida
$2.42M -$45.8K -429 -2%
AssetMark Inc
98
AssetMark Inc
California
$2.25M +$548K +5,134 +32%
FIA
99
Foundations Investment Advisors
Arizona
$2.16M +$489K +4,582 +29%
ASN
100
Advisory Services Network
Georgia
$2.15M -$266K -2,496 -11%
2 3
4
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