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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.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
5.55%
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
Northwestern Mutual Wealth Management
Wisconsin
$2.44B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$98.7M
3
CWM
Congress Wealth Management
Massachusetts
$17.7M
4
SOMRS
State of Michigan Retirement System
Michigan
$64.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$31.3M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$29.1M
2
Cerity Partners
Cerity Partners
New York
$7.63M
3
HI
Horizon Investments
North Carolina
$0
4
UBS Group
UBS Group
Switzerland
$42.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
176
Two Sigma Securities
New York
$711K -$495K -4,368 -41%
CPIG
177
Chicago Partners Investment Group
Illinois
$709K -$183K -1,575 -21%
DWG
178
Darden Wealth Group
Michigan
$700K -$70.4K -622 -9%
UB
179
UMB Bank
Missouri
$691K +$16.2K +143 +2%
MWM
180
Meridian Wealth Management
Kentucky
$686K -$102K -897 -13%
OWA
181
One Wealth Advisors
California
$681K -$112K -992 -14%
CGH
182
Crossmark Global Holdings
Texas
$680K -$3.06K -27 -0.4%
IAS
183
Insigneo Advisory Services
Florida
$677K – – –
CAAM
184
Cornerstone Advisors Asset Management
Pennsylvania
$664K +$118K +1,046 +22%
KWS
185
Keystone Wealth Services
California
$620K +$566 +5 +0.1%
CWS
186
Cypress Wealth Services
California
$615K -$48.2K -426 -7%
SIMC
187
Squire Investment Management Company
Utah
$615K +$615K +5,436 New
RhumbLine Advisers
188
RhumbLine Advisers
Massachusetts
$611K -$883K -7,797 -59%
AC
189
AWM Capital
Arizona
$598K – – –
SWA
190
Stratos Wealth Advisors
Ohio
$593K – – –
CSP
191
Cary Street Partners
Virginia
$581K -$93.7K -828 -14%
AWM
192
Ariadne Wealth Management
California
$579K -$19.9K -169 -3%
SEIA
193
Signature Estate & Investment Advisors
California
$576K -$80.3K -709 -12%
Jane Street
194
Jane Street
New York
$568K +$568K +5,020 New
LIM
195
Leavell Investment Management
Alabama
$545K +$2.04K +18 +0.4%
CCA
196
Carrera Capital Advisors
Michigan
$545K -$136K -1,205 -20%
BRWA
197
B. Riley Wealth Advisors
Florida
$541K +$541K +4,775 New
FCBT
198
First Citizens Bank & Trust
North Carolina
$533K -$120K -1,058 -18%
GRP
199
Global Retirement Partners
California
$533K +$533K +4,706 New
CA
200
CGN Advisors
Kansas
$532K -$26.4K -233 -5%
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