iShares MSCI USA Value Factor ETF
VLUE
624 hedge funds and large institutions have $6.79B invested in iShares MSCI USA Value Factor ETF in 2026 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 184 increasing their positions, 207 reducing their positions, and 37 closing their positions.
219% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 37
14% more call options, than puts
Call options by funds: $5.7M | Put options by funds: $4.97M
13% more funds holding
Funds holding: 554 → 624 (+70)
10% more funds holding in top 10
Funds holding in top 10: 20 → 22 (+2)
11% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 207
12% less capital invested
Capital invested by funds: $7.73B → $6.79B (-$941M)
14.79% less ownership
Funds ownership: 77.24% → 62.45% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$62.3M |
| 2 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$57.6M |
| 3 |
MW
Marks Wealth
Annapolis,
Maryland
|
+$42.3M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$35.7M |
| 5 |
AC
AlphaCore Capital
La Jolla,
California
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.53B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$45.2M |
| 3 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$41M |
| 4 |
BlackRock
New York
|
-$37.5M |
| 5 |
MIAS
Mason Investment Advisory Services
Reston,
Virginia
|
-$31.1M |
VLUE Hedge Fund Activity: Q2 2026 in Review
624 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Value Factor ETF (VLUE) for Q2 2026, worth a combined $6.79B — down 12% from $7.73B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new VLUE positions and 37 closed out — a net gain of 81 holders — while 184 added to existing stakes and 207 trimmed.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $62.3M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $3.53B.
- 624 institutional investors held iShares MSCI USA Value Factor ETF (VLUE) as of Q2 2026, up from 554 in Q1 2026.
- Funds reported $6.79B of iShares MSCI USA Value Factor ETF stock for Q2 2026, down 12% quarter-over-quarter.
- 118 funds opened new iShares MSCI USA Value Factor ETF positions in Q2 2026 and 37 closed out, a net change of +81 holders.
- The largest iShares MSCI USA Value Factor ETF buyer in Q2 2026 was Two Sigma Investments, an estimated $62.3M added.
- The largest iShares MSCI USA Value Factor ETF seller in Q2 2026 was Northwestern Mutual Wealth Management, an estimated $3.53B sold.
Based on aggregated 13F filings for Q2 2026.