iShares MSCI USA Value Factor ETF
VLUE
554 hedge funds and large institutions have $7.73B invested in iShares MSCI USA Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 185 increasing their positions, 143 reducing their positions, and 37 closing their positions.
235% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 37
29% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 143
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
17% more funds holding
Funds holding: 474 → 554 (+80)
15% more capital invested
Capital invested by funds: $6.72B → $7.73B (+$1.01B)
3.12% more ownership
Funds ownership: 74.11% → 77.24% (+3.1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $398K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$169M |
| 2 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$77.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$58.8M |
| 4 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
+$42.3M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$41.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$57.1M |
| 2 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$24.6M |
| 3 |
MMI
Matson Money Inc
Mason,
Ohio
|
-$21.4M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$14.8M |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$11.9M |
VLUE Hedge Fund Activity: Q1 2026 in Review
554 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Value Factor ETF (VLUE) for Q1 2026, worth a combined $7.73B — up 15% from $6.72B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new VLUE positions and 37 closed out — a net gain of 87 holders — while 185 added to existing stakes and 143 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $169M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $57.1M sold.
- 554 institutional investors held iShares MSCI USA Value Factor ETF (VLUE) as of Q1 2026, up from 474 in Q4 2025.
- Funds reported $7.73B of iShares MSCI USA Value Factor ETF stock for Q1 2026, up 15% quarter-over-quarter.
- 124 funds opened new iShares MSCI USA Value Factor ETF positions in Q1 2026 and 37 closed out, a net change of +87 holders.
- The largest iShares MSCI USA Value Factor ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $169M added.
- The largest iShares MSCI USA Value Factor ETF seller in Q1 2026 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $57.1M sold.
Based on aggregated 13F filings for Q1 2026.