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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 %
JWM
101
JDH Wealth Management
California
$2.02M 17,838 +1,954 +12%
MWM
102
MorganRosel Wealth Management
Colorado
$2M 17,626 +1,178 +7%
ML
103
McAdam LLC
Pennsylvania
$1.98M 17,499 -200 -1%
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$1.94M 17,179 -12,516 -42%
BFG
105
Bleakley Financial Group
New Jersey
$1.91M 16,884 -915 -5%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$1.9M 16,766 -261 -2%
SQA
107
Simon Quick Advisors
New Jersey
$1.87M 16,494 -754 -4%
FA
108
FDx Advisors
Illinois
$1.84M 16,240 -11,314 -41%
CWMK
109
Caliber Wealth Management (Kansas)
Kansas
$1.74M 15,404 -44 -0.3%
AssetMark Inc
110
AssetMark Inc
California
$1.74M 15,353 -5,755 -27%
PAG
111
Private Advisor Group
New Jersey
$1.73M 15,277 +406 +3%
ATPW
112
Ashton Thomas Private Wealth
Arizona
$1.73M 15,274 -64 -0.4%
SWG
113
Summit Wealth Group
Vermont
$1.73M 15,253 -26,950 -64%
BCI
114
Brinker Capital Investments
Pennsylvania
$1.66M 14,659 -383 -3%
PP
115
Prudential plc
United Kingdom
$1.63M 14,435 +5,390 +60%
Renaissance Technologies
116
Renaissance Technologies
New York
$1.58M 14,000 +6,000 +75%
DT
117
Diversified Trust
Tennessee
$1.57M 13,839 +15 +0.1%
Creative Planning
118
Creative Planning
Kansas
$1.57M 13,837 +1,450 +12%
US Bancorp
119
US Bancorp
Minnesota
$1.54M 13,589 -44 -0.3%
HH
120
Hilltop Holdings
Texas
$1.54M 13,582 -1,335 -9%
SAG
121
SageView Advisory Group
California
$1.53M 13,333 +55 +0.4%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$1.5M 13,253 -302 -2%
NCM
123
NCM Capital Management
New Jersey
$1.49M 13,142 +424 +3%
CA
124
Claris Advisors
Missouri
$1.45M 12,798 +12,798 New
Comerica Bank
125
Comerica Bank
Texas
$1.43M 12,649 -1,022 -7%
3 4
5
6 7