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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 %
Comerica Bank
126
Comerica Bank
Texas
$1.46M -$102K -959 -7%
LIA
127
LS Investment Advisors
Michigan
$1.46M -$204K -1,912 -12%
US Bancorp
128
US Bancorp
Minnesota
$1.45M -$30.7K -288 -2%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$1.45M – – –
AAS
130
Avantax Advisory Services
Texas
$1.44M +$80.7K +757 +6%
SAG
131
SageView Advisory Group
California
$1.42M -$22.1K -207 -2%
RhumbLine Advisers
132
RhumbLine Advisers
Massachusetts
$1.41M +$1.41M +13,195 New
1L
133
10Elms LLP
Oklahoma
$1.38M -$16.5K -155 -1%
Corient Private Wealth
134
Corient Private Wealth
Florida
$1.37M -$182K -1,704 -12%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$1.37M -$318K -2,977 -19%
NCM
136
NCM Capital Management
New Jersey
$1.36M -$10.7K -100 -0.8%
APP
137
Avantax Planning Partners
Iowa
$1.34M +$107 +1 +0%
Creative Planning
138
Creative Planning
Kansas
$1.32M -$45.5K -427 -3%
SIM
139
Strategic Investment Management
Virginia
$1.3M – – –
TLFA
140
True Link Financial Advisors
California
$1.29M – – –
MPW
141
MA Private Wealth
California
$1.29M – – –
HI
142
Harbour Investments
Wisconsin
$1.28M -$211K -1,979 -14%
WF
143
Warner Financial
Maryland
$1.25M – – –
Stifel Financial
144
Stifel Financial
Missouri
$1.22M -$82.8K -776 -6%
KAS
145
Kestra Advisory Services
Texas
$1.21M -$10.2K -96 -0.8%
PL
146
Plancorp LLC
Missouri
$1.21M +$303K +2,840 +33%
Truist Financial
147
Truist Financial
North Carolina
$1.19M +$635K +5,950 +114%
FFA
148
Farther Finance Advisors
California
$1.19M +$418K +3,927 +54%
KeyBank National Association
149
KeyBank National Association
Ohio
$1.18M -$50.2K -471 -4%
KFGG
150
Keystone Financial Group (Georgia)
Georgia
$1.17M -$28.9K -279 -2%
4 5
6
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