iShares MSCI USA Value Factor ETF
VLUE
474 hedge funds and large institutions have $6.72B invested in iShares MSCI USA Value Factor ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 129 increasing their positions, 159 reducing their positions, and 37 closing their positions.
135% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 37
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
9% more funds holding
Funds holding: 433 → 474 (+41)
9% more capital invested
Capital invested by funds: $6.19B → $6.72B (+$534M)
2.49% less ownership
Funds ownership: 76.61% → 74.11% (-2.5%)
19% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$76.9M |
| 2 |
MW
Marks Wealth
Annapolis,
Maryland
|
+$33.2M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
+$15.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$15M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$141M |
| 2 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$40M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$21.3M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$21.3M |
| 5 |
TFHU
TLT Family Holdco ULC
Toronto,
|
-$17.4M |
VLUE Hedge Fund Activity: Q4 2025 in Review
474 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Value Factor ETF (VLUE) for Q4 2025, worth a combined $6.72B — up 8.6% from $6.19B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new VLUE positions and 37 closed out — a net gain of 50 holders — while 129 added to existing stakes and 159 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $76.9M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $141M.
- 474 institutional investors held iShares MSCI USA Value Factor ETF (VLUE) as of Q4 2025, up from 433 in Q3 2025.
- Funds reported $6.72B of iShares MSCI USA Value Factor ETF stock for Q4 2025, up 8.6% quarter-over-quarter.
- 87 funds opened new iShares MSCI USA Value Factor ETF positions in Q4 2025 and 37 closed out, a net change of +50 holders.
- The largest iShares MSCI USA Value Factor ETF buyer in Q4 2025 was Northwestern Mutual Wealth Management, an estimated $76.9M added.
- The largest iShares MSCI USA Value Factor ETF seller in Q4 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $141M sold.
Based on aggregated 13F filings for Q4 2025.