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iShares MSCI USA Value Factor ETF (VLUE) Institutional Ownership

iShares MSCI USA Value Factor ETF logo
$106.03 -0.79 (-0.74%)
Closing price 05/23/2025 03:59 PM Eastern
Extended Trading
$105.43 -0.60 (-0.57%)
As of 05/23/2025 05:59 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)
204
Total
Institutional Inflows
(last 12 months)
$1.57B
Number of
Institutional Sellers
(last 12 months)
202
Total
Institutional Outflows
(last 12 months)
$580.80M
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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
5/23/2025Strategic Financial Services Inc.3,500$373K0.0%-86.2%0.006%
5/21/2025 McAdam LLC17,699$1.89M0.1%-2.1%0.030%
5/20/2025 Focus Partners Wealth193,444$20.63M0.1%+119.7%0.323%
5/19/2025 SageView 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%
5/16/2025 Coppell Advisory Solutions LLC1,445$154K0.0%+153.1%0.002%
5/16/2025 Arete Wealth Advisors LLC4,358$465K0.0%+2.3%0.007%
5/16/2025 Bell Investment Advisors Inc3,621$386K0.1%+4.0%0.006%
5/16/2025 Goldman Sachs Group Inc.53,267$5.68M0.0%-18.4%0.089%
5/16/2025 Jones Financial Companies Lllp232,626$24.81M0.0%+717.8%0.389%
5/16/2025 Plancorp LLC11,332$1.21M0.0%+33.4%0.019%
5/16/2025 NewEdge Advisors LLC10,205$1.09M0.0%-5.0%0.017%
5/16/2025 Integrated Wealth Concepts LLC115,581$12.33M0.1%-21.5%0.193%
5/16/2025 Beaird Harris Wealth Management LLC16,218$1.73M0.1%-3.8%0.027%
5/16/2025 AQR Capital Management LLC2,401$256K0.0%-65.0%0.004%
5/15/2025 EP Wealth Advisors LLC25,477$2.72M0.0%-1.7%0.043%
5/15/2025 Focus Partners Advisor Solutions LLC26,063$2.78M0.0%-2.0%0.044%
5/15/2025 Flputnam Investment Management Co.7,910$844K0.0%-15.5%0.013%
5/15/2025 Royal Bank of Canada239,519$25.54M0.0%+313.3%0.400%
5/15/2025 MAI Capital Management1,699$181K0.0%-7.6%0.003%
5/15/2025 Baird Financial Group Inc.17,027$1.82M0.0%-3.4%0.028%
5/15/2025 Driehaus Capital Management LLC2,227$238K0.0%-28.0%0.004%
5/15/2025 BNP Paribas Financial Markets1,216,019$129.69M0.1%+0.7%2.032%
5/14/2025 CreativeOne Wealth LLC10,291$1.10M0.0%-1.2%0.017%
5/14/2025 NCM Capital Management LLC12,718$1.36M0.6%-0.8%0.021%
5/14/2025 Comerica Bank13,671$1.46M0.0%-6.6%0.023%
5/14/2025 SVB Wealth LLC70,191$7.49M0.3%-24.4%0.117%
5/14/2025 Northwestern Mutual Wealth Management Co.20,677,629$2.21B1.8%+2.7%34.549%
5/14/2025 Haverford Trust Co27,296$2.91M0.0%-69.5%0.046%
5/14/2025 Kestra Advisory Services LLC11,337$1.21M0.0%-0.8%0.019%
5/14/2025 Flow Traders U.S. LLC18,041$1.92M0.1%-24.7%0.030%
5/14/2025 Dorsey & Whitney Trust CO LLC28,175$3.01M0.2%-1.7%0.047%
5/14/2025 Nan Shan Life Insurance Co. Ltd.205,000$21.86M0.5%-10.3%0.343%
5/13/2025 Aptus Capital Advisors LLC46,278$4.94M0.1%-12.5%0.077%
5/13/2025 Steward Partners Investment Advisory LLC79,401$8.47M0.1%-0.2%0.133%
5/13/2025 Raymond James Financial Inc.268,389$28.62M0.0%+3.9%0.448%
5/13/2025 Cresset Asset Management LLC97,201$10.37M0.1%-4.9%0.162%
5/13/2025 Horizon Investments LLC296,317$31.60M0.9%-9.2%0.495%
5/13/2025 Kovitz Investment Group Partners LLC55,149$5.88M0.0%-0.6%0.092%
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5/13/2025 Russell Investments Group Ltd.5,586$596K0.0%+48.5%0.009%
5/13/2025 Prudential PLC9,045$965K0.0%-23.7%0.015%
5/13/2025 HighTower Advisors LLC88,316$9.42M0.0%+2.8%0.148%
5/12/2025 Tranquilli Financial Advisor LLC3,725$397K0.3%+4.7%0.006%
5/12/2025 Meridian Wealth Management LLC6,961$742K0.0%-10.7%0.012%
5/12/2025 Atlas Capital Advisors Inc.1,994$213K0.0%-6.6%0.003%
5/12/2025 Avant Capital LLC9,111$972K0.8%-7.7%0.015%
5/12/2025 Townsquare Capital LLC2,707$289K0.0%+24.7%0.005%
5/12/2025 Savvy Advisors Inc.3,826$408K0.0%N/A0.006%
5/12/2025 AlphaCore Capital LLC458$49K0.0%N/A0.001%
5/9/2025 Chicago Partners Investment Group LLC7,663$796K0.0%+10.7%0.013%
5/9/2025 Wharton Business Group LLC1,301,911$138.81M6.3%+0.5%2.136%
5/9/2025 Greykasell Wealth Strategies Inc.2,366$252K0.1%-7.1%0.004%
5/9/2025 Intrust Bank NA249,695$26.63M2.6%+0.2%0.410%
5/9/2025 Atria Wealth Solutions Inc.9,716$1.04M0.0%-8.1%0.016%
5/9/2025 Costello Asset Management INC484$52K0.0%N/A0.001%
5/9/2025 Commonwealth Equity Services LLC184,526$19.68M0.0%-1.1%0.303%
5/9/2025 Blair William & Co. IL20,085$2.14M0.0%-5.2%0.033%
5/9/2025 Avalon Trust Co435$46K0.0%N/A0.001%
5/9/2025 PNC Financial Services Group Inc.583,053$62.18M0.0%-3.1%0.957%
5/8/2025 Mullooly Asset Management Inc.8,731,467$931.21M11.5%N/A14.326%
5/8/2025Jefferies Financial Group Inc.71,936$7.67M0.1%N/A0.118%
5/8/2025 US Bancorp DE13,633$1.45M0.0%-2.1%0.022%
5/8/2025 EFG Asset Management Americas Corp.35,609$3.80M0.8%-1.6%0.058%
5/8/2025 US Financial Advisors LLC3,998$426K0.1%+3.0%0.007%
5/8/2025 Harbour Investments Inc.12,015$1.28M0.0%-14.1%0.020%
5/8/2025 Arkadios Wealth Advisors6,807$726K0.0%+32.9%0.011%
5/8/2025 Gunma Bank Ltd.50,000$5.33M1.7%-23.1%0.082%
5/7/2025 Foundations Investment Advisors LLC20,278$2.16M0.0%+29.2%0.033%
5/7/2025 AWM Capital LLC5,285$564K0.1%+36.3%0.009%
5/7/2025 Atlas Legacy Advisors LLC3,426$371K0.1%+23.1%0.006%
5/7/2025 Carrera Capital Advisors6,017$642K0.1%-14.5%0.010%
5/7/2025 LPL Financial LLC502,438$53.59M0.0%-5.3%0.824%
5/7/2025 Waddell & Associates LLC44,799$4.78M0.6%-8.4%0.075%
5/7/2025 Baron Silver Stevens Financial Advisors LLC22,704$2.42M0.4%-1.9%0.037%
5/7/2025 Keystone Financial Group Inc.11,320$1.17M0.8%-2.4%0.019%
5/7/2025 Syntax Research Inc.60,292$6.43M4.4%-17.0%0.099%
5/7/2025 Caliber Wealth Management LLC KS15,448$1.65M0.2%N/A0.025%
5/7/2025 Trilogy Capital Inc.35,859$3.82M0.2%-80.7%0.059%
5/6/2025 Assetmark Inc.21,108$2.25M0.0%+32.1%0.035%
5/6/2025 Cetera Investment Advisers74,892$7.99M0.0%-3.0%0.123%
5/6/2025 Avantax Advisory Services Inc.13,545$1.45M0.0%+5.9%0.022%
5/6/2025 One Wealth Advisors LLC7,005$747K0.1%-11.0%0.011%
5/6/2025 Journey Strategic Wealth LLC15,228$1.62M0.1%-36.9%0.025%
5/6/2025 Financial & Tax Architects LLC18,795$2.00M0.5%-9.0%0.031%
5/6/2025 AE Wealth Management LLC2,691$287K0.0%-7.0%0.004%
5/6/2025 Sage Advisory Services Ltd.Co.51,015$5.44M3.2%N/A0.084%
5/6/2025 Bank Julius Baer & Co. Ltd Zurich30,254$3.23M0.0%-45.5%0.050%
5/6/2025 Choreo LLC5,280$563K0.0%-4.6%0.009%
5/6/2025 PFG Advisors7,865$839K0.0%+25.5%0.013%
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The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
5/5/2025 Cannon Financial Strategists Inc.27,315$2.91M0.5%+8.7%0.045%
5/5/2025 Blue Bell Private Wealth Management LLC262$28K0.0%+107.9%0.000%
5/5/2025 IFP Advisors Inc57,535$6.14M0.2%+5.8%0.094%
5/5/2025 Kestra Private Wealth Services LLC3,193$341K0.0%-16.7%0.005%
5/5/2025 Private Advisor Group LLC14,871$1.59M0.0%-3.0%0.024%
5/5/2025 EQ LLC31,507$3.36M1.6%-0.4%0.052%
5/5/2025 Darden Wealth Group Inc6,801$725K0.6%-3.0%0.011%
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%
(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, 455 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), Mullooly Asset Management Inc. ($931.21M), Mason Investment Advisory Services Inc. ($492.26M), Matson Money. Inc. ($286.43M), Bank of America Corp DE ($194.79M), Franklin Resources Inc. ($161.97M), and Mercer Global Advisors Inc. ADV ($160.10M).Learn more on VLUE's institutional investors.

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

Of the 316 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), 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), and Matson Money. Inc. ($622.92K).

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

Institutional investors have bought a total of 64,161,201 shares in the last 24 months. This purchase volume represents approximately $6.21B in transactions.

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

Of the 293 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. ($2.27M), Mercer Global Advisors Inc. ADV ($2.00M), Matson Money. Inc. ($1.23M), LPL Financial LLC ($720.49K), M&T Bank Corp ($597.85K), Thrivent Financial for Lutherans ($540.27K), and Commonwealth Equity Services LLC ($394.54K).

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

Institutional investors have sold a total of 13,721,723 shares in the last 24 months. This volume of shares sold represents approximately $1.36B in transactions.


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This page (BATS:VLUE) was last updated on 5/24/2025 by MarketBeat.com Staff
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