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iShares MSCI USA Value Factor ETF (VLUE) Institutional Ownership

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$102.50
-0.62 (-0.60%)
(As of 04/25/2024 ET)
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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)
199
Total
Institutional Inflows
(last 12 months)
$5.50B
Number of
Institutional Sellers
(last 12 months)
231
Total
Institutional Outflows
(last 12 months)
$1.14B
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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
4/25/2024W Advisors LLC3,621$392K0.3%-3.0%0.005%
4/25/2024TNF LLC6,067$626K0.2%-8.5%0.009%
4/24/2024 Leavell Investment Management Inc.2,793$303K0.0%+31.4%0.004%
4/24/2024 Newbridge Financial Services Group Inc.1,540$167K0.1%-58.6%0.002%
4/24/2024 Premier Path Wealth Partners LLC2,425$263K0.0%-5.9%0.004%
4/24/2024 Simplicity Wealth LLC16,270$1.76M0.0%N/A0.024%
4/24/2024 Spire Wealth Management2,325$252K0.0%+8.2%0.003%
4/24/2024 Gunma Bank Ltd.97,000$10.51M5.5%+340.9%0.143%
4/23/2024 Global Retirement Partners LLC7,085$767K0.0%+33.4%0.010%
4/23/2024 Tyche Wealth Partners LLC2,502$271K0.1%-52.6%0.004%
4/23/2024 Fifth Third Bancorp13,176$1.43M0.0%-50.7%0.019%
4/23/2024 McAdam LLC20,809$2.25M0.1%-3.7%0.031%
4/23/2024 Strategic Blueprint LLC5,405$585K0.0%-31.2%0.008%
4/23/2024 Raymond James Financial Services Advisors Inc.120,655$13.07M0.0%-10.4%0.178%
4/22/2024 Raymond James & Associates307,988$33.36M0.0%-10.9%0.453%
4/22/2024 EFG Asset Management Americas Corp.13,637$1.48M0.4%-57.6%0.020%
4/19/2024 True Link Financial Advisors LLC12,145$1.32M0.1%N/A0.018%
4/19/2024 OMNI 360 Wealth Inc.8,111$878K0.7%+19.3%0.012%
4/19/2024 AWM Capital LLC3,878$420K0.1%N/A0.006%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.34,130$3.70M0.0%-14.2%0.050%
4/18/2024 State of Michigan Retirement System456,400$49.43M0.3%+41.1%0.672%
4/18/2024 Diversified Trust Co17,539$1.90M0.1%-12.9%0.026%
4/18/2024 MorganRosel Wealth Management LLC9,327$1.01M0.4%-6.0%0.014%
4/17/2024 Trilogy Capital Inc.132,310$14.33M0.8%-4.8%0.195%
4/17/2024 Physician Wealth Advisors Inc.9,147$926K0.2%+3.3%0.013%
4/17/2024 Symphony Financial Ltd. Co.3,506$380K0.1%-8.0%0.005%
4/16/2024Kathmere Capital Management LLC399,125$43.23M4.9%+2.5%0.587%
4/16/2024 Capital Asset Advisory Services LLC2,364$251K0.0%-4.3%0.003%
4/16/2024 Hengehold Capital Management LLC4,010$434K0.0%-32.4%0.006%
4/16/2024 Cypress Wealth Services LLC7,550$818K0.2%-17.4%0.011%
4/16/2024 Wealth Enhancement Advisory Services LLC33,557$3.64M0.0%-12.3%0.049%
4/15/2024 Sar Wealth Management Group LLC36,681$3.97M3.6%-3.1%0.054%
4/15/2024 Brookstone Capital Management2,671$289K0.0%-7.2%0.004%
4/15/2024 Sunbelt Securities Inc.1,269$137K0.0%-33.6%0.002%
4/12/2024 Nova R Wealth Inc.2,376$257K0.1%-50.8%0.003%
4/12/2024 Northwest Investment Counselors LLC502$54K0.0%N/A0.001%
4/12/2024 Anderson Hoagland & Co.78,036$8.13M0.9%+4.1%0.110%
4/11/2024 International Assets Investment Management LLC2,441$263K0.0%-43.3%0.003%
4/11/2024 &PARTNERS2,642$286K0.0%N/A0.004%
4/11/2024 ONE Advisory Partners LLC2,767$300K0.1%-21.3%0.004%
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4/9/2024 Montecito Bank & Trust10,600$1.15M0.2%-20.9%0.015%
4/9/2024 Richard P Slaughter Associates Inc5,072$549K0.1%-15.3%0.007%
4/9/2024 Foster Group Inc.104,725$11.34M0.6%+26.2%0.147%
4/9/2024 Deane Retirement Strategies Inc.76,447$8.27M4.2%N/A0.107%
4/9/2024 Mather Group LLC.855$86K0.0%N/A0.001%
4/5/2024 GAMMA Investing LLC316$34K0.0%+10,433.3%0.000%
4/2/2024 Stonehearth Capital Management LLC327,147$35.43M16.0%+20.7%0.460%
3/22/2024PNC Financial Services Group Inc.696,791$70.49M0.1%-9.3%0.979%
3/15/2024B. Riley Wealth Advisors Inc.14,191$1.44M0.0%-4.1%0.020%
3/14/2024Leo Wealth LLC2,014$208K0.0%N/A0.003%
3/6/2024SageView Advisory Group LLC17,101$1.73M0.1%-28.1%0.024%
2/28/2024Bbjs Financial Advisors LLC64,489$6.52M2.3%+1.3%0.091%
2/28/2024EP Wealth Advisors LLC29,433$2.98M0.0%+6.3%0.041%
2/27/2024Beaird Harris Wealth Management LLC71,570$7.24M0.8%-4.1%0.101%
2/23/2024Chicago Partners Investment Group LLC7,014$702K0.0%-7.6%0.010%
2/23/2024Beacon Financial Group6,554$663K0.1%N/A0.009%
2/22/2024Scarborough Advisors LLC30,204$3.06M0.1%N/A0.042%
2/20/2024Able Wealth Management LLC3,205$324K0.3%N/A0.005%
2/15/2024Buckingham Strategic Partners LLC24,973$2.53M0.1%-20.4%0.035%
2/15/2024Bell Investment Advisors Inc3,103$314K0.1%+8.7%0.004%
2/15/2024Comerica Bank16,180$1.64M0.0%+2.2%0.023%
2/14/2024Cresset Asset Management LLC92,696$9.38M0.1%-3.9%0.130%
2/14/2024Waddell & Associates LLC71,263$7.21M1.0%-10.2%0.100%
2/14/2024Prudential PLC5,780$585K0.0%-44.7%0.008%
2/14/2024NCM Capital Management LLC13,826$1.40M0.8%+2.7%0.019%
2/14/2024CFS Investment Advisory Services LLC3,079$311K0.1%+5.2%0.004%
2/13/2024Client 1ST Advisory Group LLC15,400$1.56M0.8%-14.4%0.022%
2/13/2024Envestnet Asset Management Inc.2,974,397$300.89M0.1%-7.3%4.180%
2/13/2024Cetera Advisor Networks LLC56,233$5.69M0.0%-26.8%0.079%
2/12/2024Tradition Wealth Management LLC1,235$125K0.0%+12.2%0.002%
2/12/2024Scotia Capital Inc.5,105$516K0.0%+124.9%0.007%
2/12/2024Relative Value Partners Group LLC67,192$6.80M0.4%-3.8%0.094%
2/12/2024 Sar Wealth Management Group LLC37,863$3.83M3.9%N/A0.053%
2/12/2024Focus Financial Network Inc. ADV38,483$3.89M0.1%N/A0.054%
2/12/2024Steward Partners Investment Advisory LLC76,580$7.75M0.1%+1.0%0.108%
2/12/2024Parallel Advisors LLC67,806$6.86M0.2%-11.6%0.095%
2/12/2024Hilltop Holdings Inc.15,446$1.56M0.2%+5.0%0.022%
2/9/2024Advisory Services Network LLC22,682$2.30M0.1%-5.7%0.032%
2/9/2024Orion Portfolio Solutions LLC20,502$2.08M0.0%-40.1%0.029%
2/9/2024Avantax Planning Partners Inc.19,957$2.02M0.1%-0.9%0.028%
2/9/2024SageView Advisory Group LLC17,101$1.73M0.1%-28.1%0.024%
2/9/2024US Bancorp DE18,053$1.83M0.0%-15.6%0.025%
2/9/2024EverSource Wealth Advisors LLC538$54K0.0%+140.2%0.001%
2/9/2024Journey Strategic Wealth LLC9,754$987K0.0%+15.3%0.014%
2/9/2024Assetmark Inc.16,578$1.68M0.0%-61.6%0.023%
2/9/2024Trexquant Investment LP6,659$674K0.0%-6.0%0.009%
2/9/2024Corient Private Wealth LLC7,444$753K0.0%N/A0.010%
2/9/2024Certus Wealth Management LLC6,061$613K0.5%-10.3%0.009%
2/9/2024Wells Fargo & Company MN286,984$29.03M0.0%+0.1%0.403%
2/9/2024UBS Group AG715,870$72.42M0.0%-11.0%1.006%
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2/9/2024PNC Financial Services Group Inc.696,791$70.49M0.1%-9.3%0.979%
2/8/2024Summit X LLC2,028$205K0.1%N/A0.003%
2/8/2024Financial Advocates Investment Management35,671$3.61M0.2%N/A0.050%
2/8/2024Meridian Wealth Management LLC7,417$750K0.0%-24.7%0.010%
2/8/2024Haverford Trust Co144,740$14.64M0.2%+14.7%0.203%
2/8/2024 OMNI 360 Wealth Inc.6,797$688K0.6%N/A0.010%
2/8/2024 Apexium Financial LP2,825$286K0.0%-28.5%0.004%
2/8/2024Strategic Financial Services Inc 397,739$40.24M2.8%+3.0%0.559%
2/8/2024Foundations Investment Advisors LLC13,859$1.40M0.0%-60.8%0.019%
2/8/2024Janney Montgomery Scott LLC295,178$29.86M0.1%-1.3%0.415%
(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, 537 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. ($1.43B), Matson Money. Inc. ($404.10M), Envestnet Asset Management Inc. ($300.89M), Mercer Global Advisors Inc. ADV ($291.55M), Bank of America Corp DE ($265.37M), Wharton Business Group LLC ($122.27M), and M&T Bank Corp ($104.74M).Learn more on VLUE's institutional investors.

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

Of the 381 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), CFS Investment Advisory Services LLC ($5.08M), GFG Capital LLC ($2.87M), Modera Wealth Management LLC ($1.80M), Ensign Peak Advisors Inc ($1.67M), and Matson Money. Inc. ($1.57M).

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

Institutional investors have bought a total of 77,638,679 shares in the last 24 months. This purchase volume represents approximately $7.36B in transactions.

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

Of the 381 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. ($11.70M), First Command Advisory Services Inc. ($7.68M), CFS Investment Advisory Services LLC ($5.13M), Fjarde AP Fonden Fourth Swedish National Pension Fund ($3.41M), Signaturefd LLC ($2.01M), Mercer Global Advisors Inc. ADV ($1.78M), and Ensign Peak Advisors Inc ($1.71M).

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

Institutional investors have sold a total of 58,460,215 shares in the last 24 months. This volume of shares sold represents approximately $5.41B in transactions.


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This page (BATS:VLUE) was last updated on 4/26/2024 by MarketBeat.com Staff

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