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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 %
AFP
176
Ausdal Financial Partners
Iowa
$774K -$14.1K -132 -2%
Betterment LLC
177
Betterment LLC
New York
$763K -$5.44K -51 -0.7%
OWA
178
One Wealth Advisors
California
$747K -$92K -863 -11%
MWM
179
Meridian Wealth Management
Kentucky
$742K -$88.6K -831 -11%
Northern Trust
180
Northern Trust
Illinois
$729K -$122K -1,147 -14%
Citigroup
181
Citigroup
New York
$728K +$242K +2,268 +50%
AWA
182
Arkadios Wealth Advisors
Georgia
$726K +$180K +1,687 +33%
DWG
183
Darden Wealth Group
Michigan
$725K -$22.7K -213 -3%
AI
184
Atria Investments
North Carolina
$716K -$94.8K -889 -12%
RSWM
185
Robertson Stephens Wealth Management
California
$709K -$74.4K -698 -10%
UCFA
186
United Capital Financial Advisors
Texas
$681K -$34K -319 -5%
AWM
187
Able Wealth Management
New Jersey
$654K -$141K -1,319 -18%
CGH
188
Crossmark Global Holdings
Texas
$643K +$643K +6,029 New
CCA
189
Carrera Capital Advisors
Michigan
$642K -$108K -1,017 -14%
IAS
190
Insigneo Advisory Services
Florida
$638K -$220K -2,061 -26%
UB
191
UMB Bank
Missouri
$636K +$359K +3,363 +129%
CSP
192
Cary Street Partners
Virginia
$636K -$4.05K -38 -0.6%
CWS
193
Cypress Wealth Services
California
$625K -$160K -1,497 -20%
SEIA
194
Signature Estate & Investment Advisors
California
$619K +$427 +4 +0.1%
FCBT
195
First Citizens Bank & Trust
North Carolina
$615K -$38.8K -364 -6%
Russell Investments Group
196
Russell Investments Group
United Kingdom
$596K +$195K +1,824 +48%
WS
197
Wedbush Securities
California
$590K -$9.39K -88 -2%
KWS
198
Keystone Wealth Services
California
$584K +$427 +4 +0.1%
AC
199
AWM Capital
Arizona
$564K +$150K +1,407 +36%
CL
200
Choreo LLC
Illinois
$563K -$27.2K -255 -5%
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