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iShares MSCI USA Value Factor ETF

416 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 51 funds opening new positions, 102 increasing their positions, 164 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0% less funds holding

Funds holding: 417416 (-1)

38% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 164

Holders
416
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTA
101
Financial & Tax Architects
Missouri
$2.04M
JWM
102
JDH Wealth Management
California
$2.02M
MWM
103
MorganRosel Wealth Management
Colorado
$2M
ML
104
McAdam LLC
Pennsylvania
$1.98M
Envestnet Portfolio Solutions
105
Envestnet Portfolio Solutions
Illinois
$1.94M
BFG
106
Bleakley Financial Group
New Jersey
$1.91M
Baird Financial Group
107
Baird Financial Group
Wisconsin
$1.9M
SQA
108
Simon Quick Advisors
New Jersey
$1.87M
FA
109
FDx Advisors
Illinois
$1.84M
BHWM
110
Beaird Harris Wealth Management
Texas
$1.77M
CWMK
111
Caliber Wealth Management (Kansas)
Kansas
$1.74M
AssetMark Inc
112
AssetMark Inc
California
$1.74M
PAG
113
Private Advisor Group
New Jersey
$1.73M
ATPW
114
Ashton Thomas Private Wealth
Arizona
$1.73M
SWG
115
Summit Wealth Group
Vermont
$1.73M
BCI
116
Brinker Capital Investments
Pennsylvania
$1.66M
PP
117
Prudential plc
United Kingdom
$1.63M
Renaissance Technologies
118
Renaissance Technologies
New York
$1.58M
DT
119
Diversified Trust
Tennessee
$1.57M
Creative Planning
120
Creative Planning
Kansas
$1.57M
US Bancorp
121
US Bancorp
Minnesota
$1.54M
HH
122
Hilltop Holdings
Texas
$1.54M
SAG
123
SageView Advisory Group
California
$1.53M
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$1.5M
NCM
125
NCM Capital Management
New Jersey
$1.49M