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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 %
SWA
201
Stratos Wealth Advisors
Ohio
$559K – – –
RWM
202
Revisor Wealth Management
Ohio
$546K +$546K +5,116 New
AWM
203
Ariadne Wealth Management
California
$534K +$630 +6 +0.1%
CA
204
CGN Advisors
Kansas
$526K -$74.2K -696 -12%
MFA
205
Mayflower Financial Advisors
Massachusetts
$521K – – –
CAAM
206
Cornerstone Advisors Asset Management
Pennsylvania
$514K +$3.09K +29 +0.6%
TP
207
Tranquility Partners
Tennessee
$513K -$76.6K -718 -13%
LIM
208
Leavell Investment Management
Alabama
$511K +$39.8K +373 +8%
RF
209
RHS Financial
California
$492K +$74.4K +698 +18%
MBT
210
Montecito Bank & Trust
California
$491K – – –
CWM
211
Certus Wealth Management
California
$482K – – –
FCA
212
FLC Capital Advisors
California
$478K – – –
P
213
&Partners
Tennessee
$473K +$4.55K +43 +1%
YWM
214
Yukon Wealth Management
Kansas
$471K +$471K +4,419 New
IAN
215
Integrated Advisors Network
Texas
$469K -$11.8K -111 -2%
AWA
216
Arete Wealth Advisors
Illinois
$465K +$10.7K +100 +2%
SW
217
Simplicity Wealth
New Jersey
$465K +$465K +4,356 New
MCWS
218
McKinley Carter Wealth Services
West Virginia
$463K -$9.6K -90 -2%
AWA
219
Archvest Wealth Advisors
California
$463K +$2.03K +19 +0.4%
AWM
220
Alterna Wealth Management
Texas
$455K +$178K +1,673 +65%
WWG
221
West Wealth Group
California
$454K +$2.88K +27 +0.6%
GPA
222
Guerra Pan Advisors
New Jersey
$440K +$213 +2 +0%
RPSA
223
Richard P. Slaughter Associates
Texas
$432K -$17.3K -162 -4%
PK
224
Pflug Koory
Nebraska
$427K – – –
UFA
225
US Financial Advisors
Massachusetts
$426K +$12.6K +118 +3%
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9
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