iShares MSCI USA Value Factor ETF
VLUE
432 hedge funds and large institutions have $6.19B invested in iShares MSCI USA Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 116 increasing their positions, 159 reducing their positions, and 36 closing their positions.
53% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 36
10% more capital invested
Capital invested by funds: $5.6B → $6.19B (+$586M)
3% more funds holding
Funds holding: 419 → 432 (+13)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
7.84% less ownership
Funds ownership: 84.45% → 76.61% (-7.8%)
27% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$176M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$68M |
| 3 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
+$37.7M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$15.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$149M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$72.4M |
| 3 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$23.2M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$16.5M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$11.1M |
VLUE Hedge Fund Activity: Q3 2025 in Review
432 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Value Factor ETF (VLUE) for Q3 2025, worth a combined $6.19B — up 10% from $5.6B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new VLUE positions and 36 closed out — a net gain of 19 holders — while 116 added to existing stakes and 159 trimmed.
The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $176M. The largest seller was Envestnet Asset Management, cutting an estimated $149M.
- 432 institutional investors held iShares MSCI USA Value Factor ETF (VLUE) as of Q3 2025, up from 419 in Q2 2025.
- Funds reported $6.19B of iShares MSCI USA Value Factor ETF stock for Q3 2025, up 10% quarter-over-quarter.
- 55 funds opened new iShares MSCI USA Value Factor ETF positions in Q3 2025 and 36 closed out, a net change of +19 holders.
- The largest iShares MSCI USA Value Factor ETF buyer in Q3 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $176M added.
- The largest iShares MSCI USA Value Factor ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $149M sold.
Based on aggregated 13F filings for Q3 2025.