Free Trial
→ $100 Trillion “AI Metal” Found in American Ghost Town (From Brownstone Research) (Ad) Free VLUE Stock Alerts

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
Extended Trading
$115.84 0.00 (0.00%)
As of 07/3/2025 04:07 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.
Compare

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)
$586.10M
Get VLUE Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI USA Value Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

VLUE Institutional Buying and Selling by Quarter

iShares MSCI USA Value Factor ETF Major Shareholders & Ownership History

Export to Excel
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%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
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%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
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.


Related Companies

This page (BATS:VLUE) was last updated on 7/6/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
140% Yields From Stocks Like Tesla? Here's How (July 4th Special)
Imagine getting a 140% dividend from your investments. Even better? It works with big names like Tesla, ...
Investors Alley | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
The robotics revolution is here. And it's set to impact everything from how we manufacture goods to how we ...
Weiss Ratings | Sponsored
Trump's ticking time bomb
A looming tariff deadline on July 9th could be the spark — but what’s buried inside a recent White House docum...
Porter & Company | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored