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iShares MSCI USA Value Factor ETF (VLUE) Institutional Ownership

iShares MSCI USA Value Factor ETF logo
$126.83 +20.01 (+18.73%)
As of 11:18 AM Eastern
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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)
220
Total
Institutional Inflows
(last 12 months)
$1.74B
Number of
Institutional Sellers
(last 12 months)
211
Total
Institutional Outflows
(last 12 months)
$729.60M
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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
10/15/2025CWM LLC237,952$29.76M0.1%+23.1%0.404%
10/15/2025Patriot Investment Management Group Inc.1,995$249K0.0%-8.7%0.003%
10/15/2025Brookstone Capital Management6,276$785K0.0%+37.7%0.011%
10/15/2025Cypress Wealth Services LLC5,258$658K0.1%-3.3%0.009%
10/15/2025Plancorp LLC11,597$1.45M0.0%+57.6%0.020%
10/15/2025Anderson Hoagland & Co.44,790$5.60M0.5%+0.4%0.076%
10/14/2025 Farther Finance Advisors LLC8,288$1.04M0.0%+9.2%0.014%
10/14/2025 Kaufman Rossin Wealth LLC2,965$371K0.2%N/A0.005%
10/14/2025 Foster Group Inc.136,250$17.04M0.5%-5.3%0.231%
10/14/2025 CPR Investments Inc.4,147$519K0.4%N/A0.007%
10/10/2025 Flputnam Investment Management Co.6,932$867K0.0%-6.7%0.012%
10/10/2025 Focus Financial Network Inc.37,269$4.66M0.2%-2.6%0.063%
10/9/2025 CGN Advisors LLC4,556$570K0.0%-3.0%0.008%
10/9/2025 U.S. Capital Wealth Advisors LLC22,448$2.81M0.1%-6.7%0.038%
10/9/2025 Richard P Slaughter Associates Inc3,384$423K0.1%-19.8%0.006%
10/7/2025 Montecito Bank & Trust3,892$487K0.1%N/A0.007%
10/7/2025 Salem Investment Counselors Inc.293$37K0.0%+306.9%0.000%
10/3/2025 First Citizens Financial Corp4,019$503K0.2%+4.6%0.007%
9/26/2025Corient Private Wealth LLC12,483$1.41M0.0%-3.1%0.021%
9/24/2025Momentum Wealth Planning LLC2,905$329K0.3%N/A0.005%
9/4/2025Osaic Holdings Inc.70,272$7.96M0.0%+9.0%0.119%
8/28/2025Lavaca Capital LLC1,445$164K0.1%-6.4%0.002%
8/28/2025Stark Wealth Management LLC10,840$1.18M1.6%N/A0.018%
8/27/2025Orion Porfolio Solutions LLC14,659$1.66M0.0%-2.5%0.025%
8/26/2025Thrivent Financial for Lutherans12,530$1.42M0.0%-2.6%0.021%
8/19/2025B. Riley Wealth Advisors Inc.4,775$541K0.0%N/A0.008%
8/19/2025Advisory Services Network LLC20,420$2.31M0.0%+1.2%0.035%
8/15/2025Tower Research Capital LLC TRC 27,595$3.12M0.1%+10.9%0.047%
8/15/2025TLT Family Holdco ULC139,000$15.74M1.2%N/A0.236%
8/15/2025Corient Private Wealth LLC12,490$1.41M0.0%-3.0%0.021%
8/15/2025Two Sigma Securities LLC6,277$711K0.1%-41.0%0.011%
8/15/2025Smartleaf Asset Management LLC325$37K0.0%+69.3%0.001%
8/15/2025Orion Porfolio Solutions LLC194,672$22.04M0.2%+1,194.2%0.330%
8/15/2025MML Investors Services LLC59,887$6.78M0.0%-0.8%0.102%
8/15/2025Great Valley Advisor Group Inc.7,223$818K0.0%-4.6%0.012%
8/15/2025EP Wealth Advisors LLC25,019$2.83M0.0%-1.8%0.042%
8/15/2025BNP Paribas Financial Markets257,223$29.12M0.0%-78.8%0.436%
8/15/2025Bank of America Corp DE1,751,866$198.33M0.0%-4.4%2.972%
8/15/2025Ameriprise Financial Inc.124,480$14.09M0.0%+1.3%0.211%
8/14/2025Jane Street Group LLC5,020$568K0.0%N/A0.009%
8/14/2025Ausdal Financial Partners Inc.7,166$811K0.1%-1.3%0.012%
8/14/2025NCM Capital Management LLC13,142$1.49M0.6%+3.3%0.022%
8/14/2025Raymond James Financial Inc.231,988$26.26M0.0%-13.6%0.394%
8/14/2025Lavaca Capital LLC1,101$125K0.0%-28.7%0.002%
8/14/2025Becker Capital Management Inc.2,572$291K0.0%N/A0.004%
8/14/2025NewEdge Advisors LLC9,854$1.12M0.0%-3.4%0.017%
8/14/2025CoreFirst Bank & Trust802$91K0.1%N/A0.001%
8/14/2025SVB Wealth LLC47,935$5.43M0.3%-31.7%0.081%
8/14/2025Cary Street Partners Financial LLC5,131$581K0.0%-13.9%0.009%
8/14/2025Cerity Partners LLC67,429$7.63M0.0%-91.2%0.114%
8/13/2025Financial & Tax Architects LLC18,060$2.05M0.5%-3.9%0.031%
8/13/2025Flow Traders U.S. LLC24,204$2.74M0.1%+34.2%0.041%
8/13/2025Cresset Asset Management LLC97,003$10.98M0.0%-0.2%0.165%
8/13/2025Baird Financial Group Inc.16,766$1.90M0.0%-1.5%0.028%
8/13/2025CW Advisors LLC156,489$17.72M0.2%N/A0.265%
8/13/2025M&T Bank Corp450,119$50.96M0.2%-19.0%0.764%
8/13/2025Lido Advisors LLC23,750$2.69M0.0%-14.3%0.040%
8/13/2025Meridian Wealth Partners LLC175,147$19.83M2.9%+3.8%0.297%
8/13/2025Level Four Advisory Services LLC2,321$263K0.0%-20.1%0.004%
8/13/2025Northwestern Mutual Wealth Management Co.21,582,330$2.44B1.8%+4.4%36.611%
8/13/2025Elevation Point Wealth Partners LLC3,673$416K0.0%N/A0.006%
8/13/2025Choreo LLC4,117$466K0.0%-22.0%0.007%
8/13/2025Russell Investments Group Ltd.6,635$751K0.0%+18.8%0.011%
8/12/2025J.W. Cole Advisors Inc.2,475$280K0.0%N/A0.004%
8/12/2025Steward Partners Investment Advisory LLC61,130$6.92M0.1%-23.0%0.104%
8/12/2025CreativeOne Wealth LLC10,832$1.23M0.0%+5.3%0.018%
8/12/2025Global Retirement Partners LLC4,706$533K0.0%N/A0.008%
8/12/2025Jefferies Financial Group Inc.20,000$2.26M0.0%-72.2%0.034%
8/12/2025Soundwatch Capital LLC295,080$33.41M0.2%N/A0.501%
8/12/2025Guerra Pan Advisors LLC3,994$452K0.3%-3.2%0.007%
8/12/2025Rhumbline Advisers5,398$611K0.0%-59.1%0.009%
8/12/2025Journey Strategic Wealth LLC10,204$1.16M0.0%-33.0%0.017%
8/12/2025MAI Capital Management1,544$175K0.0%-9.1%0.003%
8/12/2025JPMorgan Chase & Co.392,213$44.40M0.0%-4.5%0.665%
8/12/2025Bank Julius Baer & Co. Ltd Zurich17,840$2.02M0.0%-41.0%0.030%
8/12/2025Prudential PLC14,435$1.63M0.0%+59.6%0.024%
8/12/2025EFG Asset Management Americas Corp.73,538$8.33M1.5%+106.5%0.125%
8/11/2025Greykasell Wealth Strategies Inc.1,933$219K0.1%-18.3%0.003%
8/11/2025Intrust Bank NA260,570$29.50M2.6%+4.4%0.442%
8/8/2025Cetera Investment Advisers54,813$6.21M0.0%-26.8%0.093%
8/8/2025Creative Planning13,837$1.57M0.0%+11.7%0.023%
8/8/2025Meridian Wealth Management LLC6,064$686K0.0%-12.9%0.010%
8/8/2025Foundations Investment Advisors LLC21,987$2.49M0.0%+8.4%0.037%
8/8/2025CFO4Life Group LLC69,402$7.86M1.2%-8.3%0.118%
8/8/2025Clearstead Trust LLC780$88K0.0%N/A0.001%
8/8/2025PNC Financial Services Group Inc.571,846$64.74M0.0%-1.9%0.970%
8/8/2025Apex Wealth Management LLC19,355$2.19M1.8%+3.4%0.033%
8/7/2025Addison Advisors LLC118,120$13.37M3.3%-0.6%0.200%
8/7/2025PFG Advisors7,381$836K0.0%-6.2%0.013%
8/7/2025FDx Advisors Inc.16,240$1.84M0.6%-41.1%0.028%
8/6/2025Cannon Financial Strategists Inc.19,326$2.19M0.3%-29.2%0.033%
8/6/2025AE Wealth Management LLC2,152$244K0.0%-20.0%0.004%
8/6/2025Sage Advisory Services Ltd.Co.32,128$3.64M2.0%-37.0%0.055%
8/6/2025Savant Capital LLC29,672$3.36M0.0%-6.4%0.050%
8/6/2025Golden State Wealth Management LLC2,576$292K0.0%+24.1%0.004%
8/6/2025Summit Wealth Group LLC15,253$1.73M0.4%-63.9%0.026%
8/5/2025Mason Investment Advisory Services Inc.4,664,066$528.02M28.8%+1.0%7.912%
8/5/2025Magnolia Capital Advisors LLC23,187$2.63M0.7%+46.6%0.039%
8/5/2025Bank of New York Mellon Corp69,905$7.91M0.0%-64.2%0.119%
8/5/2025Sigma Planning Corp3,140$355K0.0%+9.0%0.005%
(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, 444 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. ($2.44B), Mason Investment Advisory Services Inc. ($528.02M), Matson Money. Inc. ($294.49M), Bank of America Corp DE ($198.33M), Franklin Resources Inc. ($161.97M), Mercer Global Advisors Inc. ADV ($160.10M), and Envestnet Asset Management Inc. ($158.19M).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 319 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), Northwestern Mutual Wealth Management Co. ($1.92M), Modera Wealth Management LLC ($1.80M), BNP Paribas Financial Markets ($1.22M), Raymond James Financial Inc. ($526.67K), Wharton Business Group LLC ($500.61K), and Matson Money. Inc. ($495.31K).

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

Institutional investors have bought a total of 16,160,842 shares in the last 24 months. This purchase volume represents approximately $1.74B in transactions.

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

Of the 210 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. ($1.10M), BNP Paribas Financial Markets ($958.80K), Cerity Partners LLC ($699.98K), M&T Bank Corp ($584.78K), Envestnet Asset Management Inc. ($310.04K), Mercer Global Advisors Inc. ADV ($262.25K), and Nan Shan Life Insurance Co. Ltd. ($209.69K).

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

Institutional investors have sold a total of 6,695,261 shares in the last 24 months. This volume of shares sold represents approximately $729.60M in transactions.


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This page (BATS:VLUE) was last updated on 10/16/2025 by MarketBeat.com Staff
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