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iShares MSCI USA Value Factor ETF
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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
1
Northwestern Mutual Wealth Management
Wisconsin
$2.44B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$98.7M
3
CWM
3
Congress Wealth Management
Massachusetts
$17.7M
4
SOMRS
4
State of Michigan Retirement System
Michigan
$64.2M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$31.3M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$29.1M
2
Cerity Partners
2
Cerity Partners
New York
$7.63M
3
HI
3
Horizon Investments
North Carolina
$0
4
UBS Group
4
UBS Group
Switzerland
$42.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
201
&Partners
Tennessee
$531K +$25.8K +228 +5%
TP
202
Tranquility Partners
Tennessee
$530K -$14.6K -129 -3%
WS
203
Wedbush Securities
California
$523K -$103K -911 -16%
BCM
204
Brookstone Capital Management
Illinois
$516K +$177K +1,566 +52%
YIH
205
Y-Intercept (HK)
Hong Kong
$506K +$506K +4,473 New
CWM
206
Certus Wealth Management
California
$505K – – –
YWM
207
Yukon Wealth Management
Kansas
$501K +$566 +5 +0.1%
AWM
208
Alterna Wealth Management
Texas
$499K +$16.8K +148 +3%
AWA
209
Archvest Wealth Advisors
California
$493K +$2.26K +20 +0.5%
IAN
210
Integrated Advisors Network
Texas
$493K -$4.64K -41 -0.9%
AWA
211
Arete Wealth Advisors
Illinois
$489K -$3.96K -35 -0.8%
MCWS
212
McKinley Carter Wealth Services
West Virginia
$487K -$4.53K -40 -0.9%
WWG
213
West Wealth Group
California
$485K +$3.28K +29 +0.7%
RPSA
214
Richard P. Slaughter Associates
Texas
$478K +$19.5K +172 +4%
SF
215
Synovus Financial
Georgia
$476K +$476K +4,205 New
CL
216
Choreo LLC
Illinois
$466K -$132K -1,163 -22%
PK
217
Pflug Koory
Nebraska
$453K – – –
GPA
218
Guerra Pan Advisors
New Jersey
$452K -$14.7K -130 -3%
STB
219
S&T Bank
Pennsylvania
$444K – – –
FCFC
220
First Citizens Financial Corp
Iowa
$435K +$11.7K +103 +3%
SAI
221
Savvy Advisors Inc
New York
$433K -$113 -1 -0%
SF
222
Symphony Financial
Texas
$424K +$424K +3,685 New
MYIA
223
Mount Yale Investment Advisors
Colorado
$416K +$416K +3,673 New
MFA
224
Mayflower Financial Advisors
Massachusetts
$415K -$138K -1,215 -25%
BIA
225
Bell Investment Advisors
California
$413K +$2.72K +24 +0.7%
7 8
9
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