VLUE icon

iShares MSCI USA Value Factor ETF
VLUE

Overview Fund Activity

414 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, 164 reducing their positions, and 42 closing their positions.

Holders
414
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
5.56%
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
164
Closed
42
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
SOMRS
4
State of Michigan Retirement System
Michigan
$64.2M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$31.3M

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 Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Claris Advisors
Missouri
$1.45M +$1.45M +12,798 New
Comerica Bank
127
Comerica Bank
Texas
$1.43M -$116K -1,022 -7%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$1.42M -$38.5K -340 -3%
Corient Private Wealth
129
Corient Private Wealth
Florida
$1.41M -$44K -389 -3%
AAS
130
Avantax Advisory Services
Texas
$1.39M -$144K -1,274 -9%
SIM
131
Strategic Investment Management
Virginia
$1.38M – – –
TLFA
132
True Link Financial Advisors
California
$1.37M – – –
MPW
133
MA Private Wealth
California
$1.37M – – –
1L
134
10Elms LLP
Oklahoma
$1.35M -$114K -1,009 -8%
LIA
135
LS Investment Advisors
Michigan
$1.33M -$216K -1,911 -14%
WF
136
Warner Financial
Maryland
$1.32M – – –
HI
137
Harbour Investments
Wisconsin
$1.32M -$45.2K -399 -3%
KFGG
138
Keystone Financial Group (Georgia)
Georgia
$1.3M +$8.66K +76 +0.7%
Stifel Financial
139
Stifel Financial
Missouri
$1.27M -$26K -230 -2%
CW
140
CreativeOne Wealth
Kansas
$1.23M +$61.2K +541 +5%
DFA
141
DHK Financial Advisors
New Hampshire
$1.2M +$8.04K +71 +0.7%
HF
142
HRT Financial
New York
$1.2M +$22.7K +201 +2%
SWM
143
Stark Wealth Management
Pennsylvania
$1.18M +$1.18M +10,840 New
JSW
144
Journey Strategic Wealth
New Jersey
$1.16M -$569K -5,024 -33%
William Blair & Company
145
William Blair & Company
Illinois
$1.15M -$1.12M -9,888 -49%
C1AG
146
Client 1st Advisory Group
Florida
$1.15M -$69.7K -616 -6%
Truist Financial
147
Truist Financial
North Carolina
$1.15M -$120K -1,063 -10%
KeyBank National Association
148
KeyBank National Association
Ohio
$1.14M -$115K -1,015 -9%
NA
149
NewEdge Advisors
Louisiana
$1.12M -$39.7K -351 -3%
KAS
150
Kestra Advisory Services
Texas
$1.09M -$197K -1,742 -15%
4 5
6
7 8