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iShares MSCI USA Value Factor ETF (VLUE) Institutional Ownership

iShares MSCI USA Value Factor ETF logo
$115.57 +8.75 (+8.20%)
Closing price 07/25/2025 03:59 PM Eastern
Extended Trading
$115.58 +0.01 (+0.01%)
As of 07/25/2025 04:43 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares MSCI USA Value Factor ETF (BATS:VLUE)

Number of
Institutional Buyers
(last 12 months)
211
Total
Institutional Inflows
(last 12 months)
$1.58B
Number of
Institutional Sellers
(last 12 months)
205
Total
Institutional Outflows
(last 12 months)
$553.01M
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VLUE Institutional Buying and Selling by Quarter

iShares MSCI USA Value Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Envestnet Portfolio Solutions Inc.17,179$1.95M0.0%-42.1%0.029%
7/25/2025RHS Financial LLC6,785$768K0.4%+47.2%0.012%
7/25/2025Almanack Investment Partners LLC.9,419$1.07M0.2%-1.6%0.016%
7/25/2025CWM LLC193,299$21.88M0.1%-0.3%0.328%
7/25/2025Tranquility Partners LLC4,684$530K0.2%-2.7%0.008%
7/25/2025Cerro Pacific Wealth Advisors LLC86,415$9.78M2.7%+9.2%0.147%
7/24/2025 Blair William & Co. IL10,197$1.15M0.0%-49.2%0.017%
7/23/2025 Mullooly Asset Management Inc.239,609$27.13M11.4%+1.5%0.406%
7/23/2025 Eagle Strategies LLC18,489$2.09M0.3%+1.3%0.031%
7/23/2025 HMV Wealth Advisors LLC1,956$221K0.1%N/A0.003%
7/22/2025 Berkshire Money Management Inc.772$87K0.0%N/A0.001%
7/22/2025 Confluence Wealth Services Inc.2,898$328K0.0%+16.2%0.005%
7/22/2025 Innovative Wealth Building LLC8,294$939K0.8%-9.4%0.014%
7/21/2025 Ascent Group LLC2,829$320K0.0%-3.1%0.005%
7/21/2025 Ameritas Advisory Services LLC231$26K0.0%N/A0.000%
7/21/2025 Mattern Capital Management LLC2,715$307K0.0%-16.5%0.005%
7/21/2025 Syntax Research Inc.69,620$7.88M5.6%+15.5%0.118%
7/18/2025 Client 1ST Advisory Group LLC10,162$1.15M0.4%-5.7%0.017%
7/18/2025 Trilogy Capital Inc.28,917$3.27M0.2%-19.4%0.049%
7/18/2025 Truist Financial Corp10,114$1.15M0.0%-9.5%0.017%
7/17/2025 One Wealth Advisors LLC6,013$681K0.1%-14.2%0.010%
7/17/2025 Greenleaf Trust6,896$781K0.0%-18.8%0.012%
7/17/2025 Claris Advisors LLC MO12,798$1.45M0.5%N/A0.022%
7/17/2025 Janney Montgomery Scott LLC268,524$30.40M0.1%+2.7%0.456%
7/17/2025 Baron Silver Stevens Financial Advisors LLC22,194$2.51M0.4%-2.2%0.038%
7/16/2025 Diversified Enterprises LLC3,224$365K0.0%+4.6%0.005%
7/16/2025 Squire Investment Management Company LLC5,436$615K0.2%N/A0.009%
7/16/2025 Signaturefd LLC81,877$9.27M0.2%-0.5%0.139%
7/16/2025 Kathmere Capital Management LLC453,600$51.35M3.9%-0.9%0.769%
7/16/2025 LS Investment Advisors LLC11,757$1.33M0.2%-14.0%0.020%
7/16/2025 Plancorp LLC7,357$833K0.0%-35.1%0.012%
7/15/2025 McAdam LLC17,499$1.98M0.1%-1.1%0.030%
7/15/2025 Well Done LLC40,505$4.59M0.9%-16.3%0.069%
7/15/2025 BostonPremier Wealth LLC3,399$385K0.2%-5.5%0.006%
7/15/2025 Peddock Capital Advisors LLC25,811$2.92M0.7%-0.7%0.044%
7/15/2025 Fifth Third Bancorp13,253$1.50M0.0%-2.2%0.022%
7/15/2025 Revisor Wealth Management LLC3,095$359K0.1%-39.5%0.005%
7/15/2025 CGN Advisors LLC4,696$532K0.0%-4.7%0.008%
7/15/2025 Alpha Omega Wealth Management LLC2,336$264K0.0%+6.2%0.004%
7/14/2025 Foster Group Inc.143,925$16.29M0.6%+3.5%0.244%
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7/14/2025 Acropolis Investment Management LLC2,935$332K0.0%N/A0.005%
7/14/2025 Friday Financial3,568$404K0.2%N/A0.006%
7/14/2025 U.S. Capital Wealth Advisors LLC24,067$2.73M0.1%-12.9%0.041%
7/14/2025 Physician Wealth Advisors Inc.8,352$946K0.1%-13.5%0.014%
7/11/2025 Farther Finance Advisors LLC7,592$859K0.0%-32.1%0.013%
7/11/2025 UMB Bank n.a.6,106$691K0.0%+2.4%0.010%
7/11/2025 Elk River Wealth Management LLC173,169$19.60M3.4%+0.7%0.294%
7/11/2025 Kingstone Capital Partners Texas LLC56,199$6.36M0.0%N/A0.095%
7/10/2025 Anderson Hoagland & Co.44,595$5.05M0.5%+0.9%0.076%
7/10/2025 Wealth Enhancement Advisory Services LLC23,798$2.76M0.0%-1.8%0.040%
7/10/2025 Atticus Wealth Management LLC1,115$126K0.0%N/A0.002%
7/10/2025 Focus Financial Network Inc.38,272$4.33M0.2%+0.4%0.065%
7/8/2025 Richard P Slaughter Associates Inc4,221$478K0.1%+4.2%0.007%
7/8/2025 Parallel Advisors LLC44,714$5.06M0.1%-17.5%0.076%
7/7/2025 First Citizens Financial Corp3,844$435K0.2%+2.8%0.007%
7/7/2025 OMNI 360 Wealth Inc.9,244$1.05M0.5%-2.0%0.016%
7/1/2025 Stonehearth Capital Management LLC262,426$29.71M12.3%-14.7%0.445%
6/27/2025Goldman Sachs Group Inc.53,267$5.68M0.0%-18.4%0.090%
5/29/2025Rhumbline Advisers13,195$1.41M0.0%N/A0.022%
5/23/2025Strategic Financial Services Inc.3,500$373K0.0%-86.2%0.006%
5/21/2025 McAdam LLC17,699$1.89M0.1%-2.1%0.030%
5/20/2025Focus Partners Wealth193,444$20.63M0.1%+119.7%0.323%
5/19/2025SageView Advisory Group LLC13,278$1.42M0.1%-1.5%0.022%
5/19/2025 Client 1ST Advisory Group LLC10,778$1.15M0.4%-1.2%0.018%
5/16/2025 Ascent Group LLC2,921$312K0.0%+7.2%0.005%
5/16/2025Coppell Advisory Solutions LLC1,445$154K0.0%+153.1%0.002%
5/16/2025Arete Wealth Advisors LLC4,358$465K0.0%+2.3%0.007%
5/16/2025Bell Investment Advisors Inc3,621$386K0.1%+4.0%0.006%
5/16/2025Goldman Sachs Group Inc.53,267$5.68M0.0%-18.4%0.089%
5/16/2025Jones Financial Companies Lllp232,626$24.81M0.0%+717.8%0.389%
5/16/2025 Plancorp LLC11,332$1.21M0.0%+33.4%0.019%
5/16/2025NewEdge Advisors LLC10,205$1.09M0.0%-5.0%0.017%
5/16/2025Integrated Wealth Concepts LLC115,581$12.33M0.1%-21.5%0.193%
5/16/2025Beaird Harris Wealth Management LLC16,218$1.73M0.1%-3.8%0.027%
5/16/2025AQR Capital Management LLC2,401$256K0.0%-65.0%0.004%
5/15/2025EP Wealth Advisors LLC25,477$2.72M0.0%-1.7%0.043%
5/15/2025Focus Partners Advisor Solutions LLC26,063$2.78M0.0%-2.0%0.044%
5/15/2025Flputnam Investment Management Co.7,910$844K0.0%-15.5%0.013%
5/15/2025Royal Bank of Canada239,519$25.54M0.0%+313.3%0.400%
5/15/2025MAI Capital Management1,699$181K0.0%-7.6%0.003%
5/15/2025Baird Financial Group Inc.17,027$1.82M0.0%-3.4%0.028%
5/15/2025Driehaus Capital Management LLC2,227$238K0.0%-28.0%0.004%
5/15/2025BNP Paribas Financial Markets1,216,019$129.69M0.1%+0.7%2.032%
5/14/2025CreativeOne Wealth LLC10,291$1.10M0.0%-1.2%0.017%
5/14/2025NCM Capital Management LLC12,718$1.36M0.6%-0.8%0.021%
5/14/2025Comerica Bank13,671$1.46M0.0%-6.6%0.023%
5/14/2025SVB Wealth LLC70,191$7.49M0.3%-24.4%0.117%
5/14/2025Northwestern Mutual Wealth Management Co.20,677,629$2.21B1.8%+2.7%34.549%
5/14/2025Haverford Trust Co27,296$2.91M0.0%-69.5%0.046%
5/14/2025Kestra Advisory Services LLC11,337$1.21M0.0%-0.8%0.019%
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Robots are no longer science fiction — they’re the next trillion-dollar megatrend. According to Forbes, by 2025, robots will shift from novelty to necessity — disrupting nearly every industry in their path. But one overlooked sector could become the real winner… and one little-known company may be the best way to get ahead of the boom.

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5/14/2025Flow Traders U.S. LLC18,041$1.92M0.1%-24.7%0.030%
5/14/2025Dorsey & Whitney Trust CO LLC28,175$3.01M0.2%-1.7%0.047%
5/14/2025Nan Shan Life Insurance Co. Ltd.205,000$21.86M0.5%-10.3%0.343%
5/13/2025Aptus Capital Advisors LLC46,278$4.94M0.1%-12.5%0.077%
5/13/2025Steward Partners Investment Advisory LLC79,401$8.47M0.1%-0.2%0.133%
5/13/2025Raymond James Financial Inc.268,389$28.62M0.0%+3.9%0.448%
5/13/2025Cresset Asset Management LLC97,201$10.37M0.1%-4.9%0.162%
5/13/2025Horizon Investments LLC296,317$31.60M0.9%-9.2%0.495%
5/13/2025Kovitz Investment Group Partners LLC55,149$5.88M0.0%-0.6%0.092%
5/13/2025Russell Investments Group Ltd.5,586$596K0.0%+48.5%0.009%
(Data available from 1/1/2016 forward)

VLUE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VLUE shares?

During the previous two years, 451 institutional investors and hedge funds held shares of iShares MSCI USA Value Factor ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($2.21B), Mason Investment Advisory Services Inc. ($492.26M), Matson Money. Inc. ($286.43M), Bank of America Corp DE ($194.79M), Franklin Resources Inc. ($161.97M), Mercer Global Advisors Inc. ADV ($160.10M), and Envestnet Asset Management Inc. ($158.27M).Learn more on iShares MSCI USA Value Factor ETF's institutional investors.

Which institutional investors have been buying iShares MSCI USA Value Factor ETF's stock?

Of the 318 institutional investors that purchased iShares MSCI USA Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mullooly Asset Management Inc. ($8.73M), Modera Wealth Management LLC ($1.80M), BNP Paribas Financial Markets ($1.22M), Northwestern Mutual Wealth Management Co. ($1.02M), Cerity Partners LLC ($850.26K), Matson Money. Inc. ($622.92K), and Raymond James Financial Inc. ($526.67K).

How much institutional buying is happening at iShares MSCI USA Value Factor ETF?

Institutional investors have bought a total of 14,842,486 shares in the last 24 months. This purchase volume represents approximately $1.58B in transactions.

Which of iShares MSCI USA Value Factor ETF's major shareholders have been selling company stock?

Of the 204 institutional investors that sold iShares MSCI USA Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Matson Money. Inc. ($1.01M), Mercer Global Advisors Inc. ADV ($531.80K), Envestnet Asset Management Inc. ($506.94K), M&T Bank Corp ($479.12K), LPL Financial LLC ($237.88K), Nan Shan Life Insurance Co. Ltd. ($209.69K), and CFO4Life Group LLC ($191.79K).

How much institutional selling is happening at iShares MSCI USA Value Factor ETF?

Institutional investors have sold a total of 5,213,523 shares in the last 24 months. This volume of shares sold represents approximately $553.01M in transactions.


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This page (BATS:VLUE) was last updated on 7/26/2025 by MarketBeat.com Staff
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