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iShares MSCI USA Value Factor ETF (VLUE) Institutional Ownership

iShares MSCI USA Value Factor ETF logo
$115.84 +9.03 (+8.45%)
Closing price 07/3/2025 03:32 PM Eastern
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$115.84 0.00 (0.00%)
As of 07/3/2025 04:07 PM 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)
202
Total
Institutional Inflows
(last 12 months)
$1.57B
Number of
Institutional Sellers
(last 12 months)
200
Total
Institutional Outflows
(last 12 months)
$586.13M
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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
7/1/2025 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%
5/21/2025McAdam 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%
5/19/2025Client 1ST Advisory Group LLC10,778$1.15M0.4%-1.2%0.018%
5/16/2025Ascent 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%
5/16/2025Plancorp 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%
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%
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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%
5/13/2025Prudential PLC9,045$965K0.0%-23.7%0.015%
5/13/2025HighTower Advisors LLC88,316$9.42M0.0%+2.8%0.148%
5/12/2025Tranquilli Financial Advisor LLC3,725$397K0.3%+4.7%0.006%
5/12/2025Meridian Wealth Management LLC6,961$742K0.0%-10.7%0.012%
5/12/2025Atlas Capital Advisors Inc.1,994$213K0.0%-6.6%0.003%
5/12/2025Avant Capital LLC9,111$972K0.8%-7.7%0.015%
5/12/2025Townsquare Capital LLC2,707$289K0.0%+24.7%0.005%
5/12/2025Savvy Advisors Inc.3,826$408K0.0%N/A0.006%
5/12/2025AlphaCore Capital LLC458$49K0.0%N/A0.001%
5/9/2025Chicago Partners Investment Group LLC7,663$796K0.0%+10.7%0.013%
5/9/2025Wharton Business Group LLC1,301,911$138.81M6.3%+0.5%2.136%
5/9/2025Greykasell Wealth Strategies Inc.2,366$252K0.1%-7.1%0.004%
5/9/2025Intrust Bank NA249,695$26.63M2.6%+0.2%0.410%
5/9/2025Atria Wealth Solutions Inc.9,716$1.04M0.0%-8.1%0.016%
5/9/2025Costello Asset Management INC484$52K0.0%N/A0.001%
5/9/2025Commonwealth Equity Services LLC184,526$19.68M0.0%-1.1%0.303%
5/9/2025Blair William & Co. IL20,085$2.14M0.0%-5.2%0.033%
5/9/2025Avalon Trust Co435$46K0.0%N/A0.001%
5/9/2025PNC Financial Services Group Inc.583,053$62.18M0.0%-3.1%0.957%
5/8/2025Mullooly 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%
5/8/2025US Bancorp DE13,633$1.45M0.0%-2.1%0.022%
5/8/2025EFG Asset Management Americas Corp.35,609$3.80M0.8%-1.6%0.058%
5/8/2025US Financial Advisors LLC3,998$426K0.1%+3.0%0.007%
5/8/2025Harbour Investments Inc.12,015$1.28M0.0%-14.1%0.020%
5/8/2025Arkadios Wealth Advisors6,807$726K0.0%+32.9%0.011%
5/8/2025Gunma Bank Ltd.50,000$5.33M1.7%-23.1%0.082%
5/7/2025Foundations Investment Advisors LLC20,278$2.16M0.0%+29.2%0.033%
5/7/2025AWM Capital LLC5,285$564K0.1%+36.3%0.009%
5/7/2025Atlas Legacy Advisors LLC3,426$371K0.1%+23.1%0.006%
5/7/2025Carrera Capital Advisors6,017$642K0.1%-14.5%0.010%
5/7/2025LPL Financial LLC502,438$53.59M0.0%-5.3%0.824%
5/7/2025Waddell & Associates LLC44,799$4.78M0.6%-8.4%0.075%
5/7/2025Baron Silver Stevens Financial Advisors LLC22,704$2.42M0.4%-1.9%0.037%
5/7/2025Keystone Financial Group Inc.11,320$1.17M0.8%-2.4%0.019%
5/7/2025Syntax Research Inc.60,292$6.43M4.4%-17.0%0.099%
5/7/2025Caliber Wealth Management LLC KS15,448$1.65M0.2%N/A0.025%
5/7/2025Trilogy Capital Inc.35,859$3.82M0.2%-80.7%0.059%
5/6/2025Assetmark Inc.21,108$2.25M0.0%+32.1%0.035%
5/6/2025Cetera Investment Advisers74,892$7.99M0.0%-3.0%0.123%
5/6/2025Avantax Advisory Services Inc.13,545$1.45M0.0%+5.9%0.022%
5/6/2025One Wealth Advisors LLC7,005$747K0.1%-11.0%0.011%
5/6/2025Journey Strategic Wealth LLC15,228$1.62M0.1%-36.9%0.025%
5/6/2025Financial & Tax Architects LLC18,795$2.00M0.5%-9.0%0.031%
5/6/2025AE Wealth Management LLC2,691$287K0.0%-7.0%0.004%
5/6/2025Sage Advisory Services Ltd.Co.51,015$5.44M3.2%N/A0.084%
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5/6/2025Bank Julius Baer & Co. Ltd Zurich30,254$3.23M0.0%-45.5%0.050%
5/6/2025Choreo LLC5,280$563K0.0%-4.6%0.009%
5/6/2025PFG Advisors7,865$839K0.0%+25.5%0.013%
5/5/2025Cannon Financial Strategists Inc.27,315$2.91M0.5%+8.7%0.045%
5/5/2025Blue Bell Private Wealth Management LLC262$28K0.0%+107.9%0.000%
5/5/2025IFP Advisors Inc57,535$6.14M0.2%+5.8%0.094%
5/5/2025Kestra Private Wealth Services LLC3,193$341K0.0%-16.7%0.005%
5/5/2025Private Advisor Group LLC14,871$1.59M0.0%-3.0%0.024%
5/5/2025EQ LLC31,507$3.36M1.6%-0.4%0.052%
5/5/2025Darden Wealth Group Inc6,801$725K0.6%-3.0%0.011%
(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 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 315 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: 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 14,731,260 shares in the last 24 months. This purchase volume represents approximately $1.57B in transactions.

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

Of the 200 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. ($1.23M), 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 5,540,343 shares in the last 24 months. This volume of shares sold represents approximately $586.10M in transactions.


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This page (BATS:VLUE) was last updated on 7/5/2025 by MarketBeat.com Staff
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