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iShares MSCI USA Value Factor ETF (VLUE) Institutional Ownership

iShares MSCI USA Value Factor ETF logo
$104.41 -2.41 (-2.26%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$104.45 +0.04 (+0.04%)
As of 05/2/2025 04:05 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)
190
Total
Institutional Inflows
(last 12 months)
$525.20M
Number of
Institutional Sellers
(last 12 months)
182
Total
Institutional Outflows
(last 12 months)
$534.72M
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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
5/2/2025 MB Generational Wealth LLC7,758$827K0.6%-3.7%0.013%
5/2/2025 Matson Money. Inc.2,685,713$286.43M10.4%-22.3%4.406%
5/2/2025 Summit Wealth Group LLC42,203$4.50M1.3%-10.7%0.069%
5/2/2025 First Command Advisory Services Inc.1,046$112K0.0%-64.7%0.002%
5/2/2025 Sigma Planning Corp2,882$307K0.0%-14.6%0.005%
5/2/2025 Signaturefd LLC82,269$8.77M0.2%+2.3%0.135%
5/1/2025 Bleakley Financial Group LLC17,799$1.90M0.1%+12.9%0.029%
5/1/2025 CWM LLC193,946$20.68M0.1%+15.3%0.318%
5/1/2025 Mason Investment Advisory Services Inc.4,615,680$492.26M29.7%+0.6%7.573%
5/1/2025 Stephens Inc. AR29,066$3.10M0.0%-33.6%0.048%
5/1/2025 FDx Advisors Inc.27,554$2.94M1.0%N/A0.045%
5/1/2025 Kathmere Capital Management LLC457,832$48.83M4.1%+0.6%0.751%
4/30/2025 State of Michigan Retirement System445,900$47.56M0.3%+5.8%0.732%
4/30/2025 Cerity Partners LLC767,409$81.84M0.2%+4.5%1.259%
4/30/2025 CFO4Life Group LLC75,691$8.07M1.4%-71.7%0.124%
4/30/2025 Peddock Capital Advisors LLC25,988$2.77M0.7%+3.9%0.043%
4/30/2025 Leavell Investment Management Inc.4,795$511K0.0%+8.4%0.008%
4/30/2025 Greenleaf Trust8,496$906K0.0%+23.2%0.014%
4/30/2025 OMNI 360 Wealth Inc.9,432$1.01M0.6%+8.9%0.015%
4/30/2025 Stratos Wealth Partners LTD.2,161$231K0.0%-11.5%0.004%
4/30/2025 M&T Bank Corp555,779$59.27M0.2%-23.1%0.912%
4/30/2025 Interchange Capital Partners LLC38,389$4.09M1.1%+0.6%0.063%
4/30/2025 Crossmark Global Holdings Inc.6,029$643K0.0%N/A0.010%
4/29/2025 U.S. Capital Wealth Advisors LLC27,642$2.95M0.1%-16.1%0.045%
4/29/2025 Apex Wealth Management LLC18,723$2.00M1.8%+0.6%0.031%
4/29/2025 Envestnet Asset Management Inc.1,484,020$158.27M0.1%-12.4%2.435%
4/29/2025 Bank of New York Mellon Corp195,319$20.83M0.0%+169.5%0.320%
4/29/2025 Wayfinding Financial LLC316$33K0.0%N/A0.001%
4/29/2025 Jackson Thornton Wealth Management LLC29,150$2.88M0.4%+24.5%0.048%
4/29/2025 OneDigital Investment Advisors LLC49,636$5.29M0.1%-9.1%0.081%
4/28/2025 Mutual Advisors LLC9,299$944K0.0%-11.0%0.015%
4/28/2025 Able Wealth Management LLC6,129$654K0.4%-17.7%0.010%
4/28/2025 Revisor Wealth Management LLC5,116$546K0.2%N/A0.008%
4/28/2025 Private Trust Co. NA958$102K0.0%+49.0%0.002%
4/28/2025 Arlington Trust Co LLC503$54K0.0%+147.8%0.001%
4/28/2025 Physician Wealth Advisors Inc.9,653$1.03M0.2%+1.2%0.016%
4/28/2025 American Capital Advisory LLC460$49K0.0%-25.2%0.001%
4/28/2025 Alterna Wealth Management Inc.4,263$455K0.3%+64.6%0.007%
4/28/2025 Keybank National Association OH11,063$1.18M0.0%-4.1%0.018%
4/28/2025 Yukon Wealth Management Inc.4,419$471K0.2%N/A0.007%
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4/25/2025 MorganRosel Wealth Management LLC16,448$1.75M0.5%+37.0%0.027%
4/25/2025 Innovative Wealth Building LLC9,155$976K0.9%-3.6%0.015%
4/25/2025 Avidian Wealth Enterprises LLC184,076$19.63M0.9%N/A0.302%
4/25/2025 Almanack Investment Partners LLC.9,570$1.02M0.2%+1.6%0.016%
4/24/2025 Diversified Trust Co13,824$1.47M0.0%-20.4%0.023%
4/24/2025 Tranquility Partners LLC4,813$513K0.2%-13.0%0.008%
4/23/2025 KPP Advisory Services LLC8,214$876K0.2%N/A0.013%
4/23/2025 Goldstein Advisors LLC2,986$318K0.0%-32.4%0.005%
4/23/2025 Nova R Wealth Inc.2,158$230K0.1%-8.8%0.004%
4/23/2025 Golden State Wealth Management LLC4,146$443K0.0%+96.9%0.007%
4/23/2025 Spire Wealth Management3,509$374K0.0%+6.7%0.006%
4/23/2025 Eagle Strategies LLC18,252$1.95M0.3%+1.4%0.030%
4/22/2025 Aspire Private Capital LLC2,273$242K0.1%N/A0.004%
4/21/2025 Envestnet Portfolio Solutions Inc.29,695$3.17M0.0%+80.0%0.049%
4/21/2025 Well Done LLC48,415$5.11M1.0%-1.6%0.079%
4/21/2025 BostonPremier Wealth LLC3,595$383K0.2%-27.3%0.006%
4/21/2025 Kingswood Wealth Advisors LLC4,208$448K0.0%+46.5%0.007%
4/18/2025 Wolf Group Capital Advisors98,279$10.48M3.5%+5.1%0.157%
4/18/2025 Insigneo Advisory Services LLC5,978$638K0.1%-25.6%0.010%
4/17/2025 NBT Bank N A NY345$37K0.0%-29.0%0.001%
4/17/2025 Robertson Stephens Wealth Management LLC6,648$709K0.0%-9.5%0.011%
4/17/2025 Janney Montgomery Scott LLC261,437$27.88M0.1%-1.1%0.418%
4/17/2025 RHS Financial LLC4,609$492K0.3%+17.8%0.007%
4/17/2025 Hengehold Capital Management LLC2,221$237K0.0%-19.0%0.004%
4/17/2025 Sound Income Strategies LLC798$85K0.0%+17.4%0.001%
4/16/2025 Wealth Enhancement Advisory Services LLC24,244$2.59M0.0%-0.7%0.039%
4/16/2025 Patriot Investment Management Group Inc.2,184$233K0.0%-7.6%0.003%
4/15/2025 Simon Quick Advisors LLC17,248$1.84M0.1%-6.0%0.028%
4/15/2025 Noble Wealth Management PBC9,733$1.04M0.7%-35.2%0.016%
4/15/2025 Alpha Omega Wealth Management LLC2,199$235K0.0%N/A0.004%
4/15/2025 Focus Financial Network Inc.38,128$4.07M0.2%-1.7%0.061%
4/15/2025 Donaldson Capital Management LLC3,465$370K0.0%N/A0.006%
4/15/2025 Integrated Advisors Network LLC4,395$469K0.0%-2.5%0.007%
4/15/2025 Simplicity Wealth LLC4,356$465K0.0%N/A0.007%
4/14/2025 Farther Finance Advisors LLC11,179$1.19M0.0%+54.2%0.018%
4/14/2025 First Citizens Bank & Trust Co.5,768$615K0.0%-5.9%0.009%
4/14/2025 UMB Bank n.a.5,963$636K0.0%+129.3%0.010%
4/11/2025 Elk River Wealth Management LLC171,926$18.34M3.4%+4.3%0.275%
4/11/2025 Foster Group Inc.139,030$14.83M0.6%+5.0%0.222%
4/10/2025 Cypress Wealth Services LLC5,862$625K0.1%-20.3%0.009%
4/10/2025 LS Investment Advisors LLC13,668$1.46M0.2%-12.3%0.022%
4/10/2025 Richard P Slaughter Associates Inc4,049$432K0.1%-3.8%0.006%
4/10/2025 CGN Advisors LLC4,929$526K0.1%-12.4%0.008%
4/9/2025 Merit Financial Group LLC10,665$1.14M0.0%+7.4%0.017%
4/9/2025 Anderson Hoagland & Co.44,205$4.71M0.6%+48.6%0.071%
4/9/2025 Graves Light Lenhart Wealth Inc.2,344$250K0.0%-37.8%0.004%
4/9/2025 Sweeney & Michel LLC2,142$228K0.1%N/A0.003%
4/9/2025 NBC Securities Inc.536$57K0.0%N/A0.001%
4/8/2025 Rhumbline Advisers13,195$1.41M0.0%N/A0.021%
4/8/2025 Cerro Pacific Wealth Advisors LLC79,143$8.36M2.8%+3.6%0.126%
Trump to redistribute trillions of dollars (Ad)

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4/8/2025 Parallel Advisors LLC54,209$5.78M0.1%-7.7%0.087%
4/7/2025 GAMMA Investing LLC8,212$876K0.0%+2,498.7%0.013%
4/3/2025 First Citizens Financial Corp3,741$399K0.2%+13.0%0.006%
4/1/2025 Stonehearth Capital Management LLC307,792$32.83M13.6%-17.2%0.492%
3/17/2025 Wealth Enhancement Advisory Services LLC24,403$2.58M0.0%-20.2%0.037%
2/25/2025Heck Capital Advisors LLC675$71K0.0%N/A0.001%
2/25/2025B. Riley Wealth Advisors Inc.11,059$1.17M0.0%-17.0%0.016%
2/21/2025Ascent Group LLC2,726$288K0.0%-11.4%0.004%
2/18/2025 Sunbelt Securities Inc.1,156$122K0.0%-11.1%0.002%
2/18/2025GTS Securities LLC59,993$6.34M0.3%+207.6%0.089%
(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. ($1.95B), 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 VLUE's institutional investors.

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

Of the 312 institutional investors that purchased iShares MSCI USA Value Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($43.09M), Summit Wealth Group LLC ($6.89M), Modera Wealth Management LLC ($1.80M), GFG Capital LLC ($1.43M), BNP Paribas Financial Markets ($1.21M), Cerity Partners LLC ($866.80K), and Wharton Business Group LLC ($702.89K).

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

Institutional investors have bought a total of 63,315,265 shares in the last 24 months. This purchase volume represents approximately $5.99B in transactions.

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

Of the 289 institutional investors that sold iShares MSCI USA Value Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($2.87M), Mercer Global Advisors Inc. ADV ($2.00M), Matson Money. Inc. ($1.23M), LPL Financial LLC ($799.44K), M&T Bank Corp ($672.06K), Thrivent Financial for Lutherans ($540.27K), and UBS Group AG ($491.02K).

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

Institutional investors have sold a total of 14,934,158 shares in the last 24 months. This volume of shares sold represents approximately $1.47B in transactions.


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This page (BATS:VLUE) was last updated on 5/4/2025 by MarketBeat.com Staff
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