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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 %
C1AG
151
Client 1st Advisory Group
Florida
$1.15M -$13.9K -130 -1%
MFG
152
Merit Financial Group
Georgia
$1.14M +$78.4K +735 +7%
TSS
153
Two Sigma Securities
New York
$1.14M +$1.14M +10,645 New
DFA
154
DHK Financial Advisors
New Hampshire
$1.12M +$7.04K +66 +0.6%
HF
155
HRT Financial
New York
$1.11M +$1.11M +10,368 New
CW
156
CreativeOne Wealth
Kansas
$1.1M -$13.8K -129 -1%
NA
157
NewEdge Advisors
Louisiana
$1.09M -$57.1K -535 -5%
NWMP
158
Noble Wealth Management PBC
Colorado
$1.04M -$563K -5,280 -35%
AWS
159
Atria Wealth Solutions
New York
$1.04M -$91.2K -855 -8%
PWA
160
Physician Wealth Advisors
Utah
$1.03M +$12.7K +119 +1%
AIP
161
Almanack Investment Partners
Pennsylvania
$1.02M +$16.1K +151 +2%
O3W
162
Omni 360 Wealth
New Jersey
$1.01M +$81.8K +767 +9%
IWB
163
Innovative Wealth Building
Maryland
$976K -$36.8K -345 -4%
AC
164
Avant Capital
Louisiana
$972K -$81K -759 -8%
PP
165
Prudential plc
United Kingdom
$965K -$300K -2,810 -24%
MA
166
Mutual Advisors
Nebraska
$944K -$116K -1,144 -11%
VCM
167
Vision Capital Management
Oregon
$916K – – –
GT
168
Greenleaf Trust
Michigan
$906K +$171K +1,600 +23%
KAS
169
KPP Advisory Services
Kentucky
$876K +$876K +8,214 New
Renaissance Technologies
170
Renaissance Technologies
New York
$853K +$853K +8,000 New
FLPIM
171
F.L. Putnam Investment Management
Massachusetts
$844K -$155K -1,456 -16%
PA
172
PFG Advisors
Arizona
$839K +$170K +1,598 +25%
MGW
173
MB Generational Wealth
Washington
$827K -$32.2K -302 -4%
GVAG
174
Great Valley Advisor Group
Delaware
$808K -$67.3K -631 -8%
CPIG
175
Chicago Partners Investment Group
Illinois
$796K +$76.7K +738 +11%
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