iShares MSCI USA Value Factor ETF
VLUE
420 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 51 funds opening new positions, 105 increasing their positions, 163 reducing their positions, and 43 closing their positions.
19% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 43
3.61% more ownership
Funds ownership: 81.22% → 84.82% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
0% less funds holding
Funds holding: 421 → 420 (-1)
24% less capital inflows, than outflows
Capital inflows: $298M | Capital outflows: $391M
36% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 163
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$95.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$66.7M |
| 3 |
Soundwatch Capital
Rowayton,
Connecticut
|
+$31.1M |
| 4 |
Congress Wealth Management
Boston,
Massachusetts
|
+$16.5M |
| 5 |
State of Michigan Retirement System
Lansing,
Michigan
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$101M |
| 2 |
Cerity Partners
New York
|
-$73.8M |
| 3 |
Horizon Investments
Charlotte,
North Carolina
|
-$31.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$18.7M |
| 5 |
Bank of New York Mellon
New York
|
-$13.2M |
VLUE Hedge Fund Activity: Q2 2025 in Review
420 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Value Factor ETF (VLUE) for Q2 2025, worth a combined $5.6B — up 3.5% from $5.42B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new VLUE positions and 43 closed out — a net gain of 8 holders — while 105 added to existing stakes and 163 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $95.4M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $101M.
- 420 institutional investors held iShares MSCI USA Value Factor ETF (VLUE) as of Q2 2025, down from 421 in Q1 2025.
- Funds reported $5.6B of iShares MSCI USA Value Factor ETF stock for Q2 2025, up 3.5% quarter-over-quarter.
- 51 funds opened new iShares MSCI USA Value Factor ETF positions in Q2 2025 and 43 closed out, a net change of +8 holders.
- The largest iShares MSCI USA Value Factor ETF buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $95.4M added.
- The largest iShares MSCI USA Value Factor ETF seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $101M sold.
Based on aggregated 13F filings for Q2 2025.