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iShares MSCI USA Value Factor ETF (VLUE) Institutional Ownership

iShares MSCI USA Value Factor ETF logo
$198.38 +0.80 (+0.40%)
As of 06/12/2026 04:10 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)
267
Total
Institutional Inflows
(last 12 months)
$996.36M
Number of
Institutional Sellers
(last 12 months)
201
Total
Institutional Outflows
(last 12 months)
$3.88B
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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
6/4/2026 Fischer Investment Strategies LLC2,370$337K0.2%-95.5%0.004%
6/3/2026 Parallel Advisors LLC40,578$5.77M0.1%-1.8%0.069%
6/3/2026 NewEdge Advisors LLC9,589$1.36M0.0%-7.6%0.016%
5/27/2026 Security Financial Services INC.1,446$206K0.0%N/A0.002%
5/19/2026 Western Wealth Management LLC291$41K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE1,612,286$229.25M0.0%+0.3%2.735%
5/19/2026 Arkadios Wealth Advisors18,066$2.57M0.0%+151.5%0.031%
5/18/2026 EverSource Wealth Advisors LLC1,179$168K0.0%+21.4%0.002%
5/18/2026 Royal Bank of Canada305,941$43.50M0.0%+75.4%0.519%
5/16/2026 Glen Eagle Advisors LLC893$127K0.0%-6.9%0.002%
5/16/2026 Quantinno Capital Management LP2,416$344K0.0%-18.3%0.004%
5/16/2026 Family Manage LLC34,181$4.86M0.6%-4.2%0.058%
5/15/2026 Windsor Advisory Group LLC361$51K0.0%N/A0.001%
5/15/2026 Waverly Advisors LLC4,658$662K0.0%N/A0.008%
5/14/2026 Sentinel Advisory Group LLC2,069$294K0.1%N/A0.004%
5/14/2026 Hilltop Holdings Inc.13,701$1.95M0.2%-1.2%0.023%
5/14/2026 Modern Wealth Management LLC1,457$211K0.0%N/A0.002%
5/14/2026 Gibbs Wealth Management3,380$481K0.1%+59.3%0.006%
5/14/2026 Lido Advisors LLC132,336$18.82M0.1%-15.8%0.224%
5/13/2026 Cetera Investment Advisers194,434$27.65M0.0%+87.7%0.330%
5/13/2026 Lavaca Capital LLC460$65K0.0%-46.4%0.001%
5/13/2026 Clearwater Capital Advisors LLC2,576$366K0.0%-13.4%0.004%
5/13/2026 Petra Financial Advisors Inc.8,940$1.27M0.8%N/A0.015%
5/13/2026 First Citizens Bank & Trust Co.2,900$412K0.0%-11.8%0.005%
5/8/2026 PNC Financial Services Group Inc.558,535$79.42M0.0%+1.5%0.947%
5/7/2026 Legacy Wealth Managment LLC ID1,009$143K0.1%+16,716.7%0.002%
5/7/2026 Cornerstone Advisors Asset Management LLC8,121$1.16M0.2%-3.4%0.014%
5/7/2026 Parallel Advisors LLC40,578$5.77M0.1%-1.8%0.069%
5/6/2026 Dorsey Wright & Associates56,551$8.04M1.0%N/A0.096%
5/6/2026 Simon Quick Advisors LLC12,218$1.74M0.1%-0.6%0.021%
5/6/2026 Assetmark Inc.11,440$1.63M0.0%-20.3%0.019%
5/6/2026 Bessemer Group Inc.2,515$358K0.0%+23.9%0.004%
5/6/2026 SteelPeak Wealth LLC17,556$2.50M0.1%+35.3%0.030%
5/6/2026 Independent Financial Group LLC2,512$357K0.0%N/A0.004%
5/5/2026 Bank of New York Mellon Corp61,771$8.78M0.0%-0.6%0.105%
5/5/2026 Geneos Wealth Management Inc.38,221$5.44M0.1%+43,333.0%0.065%
5/5/2026 Sanctuary Advisors LLC16,911$2.41M0.0%+95.7%0.029%
5/5/2026 Wealthgarden F.S. LLC2,929$417K0.3%+45.3%0.005%
5/5/2026 Avantax Planning Partners Inc.25,573$3.64M0.1%-0.4%0.043%
5/4/2026 Summit Wealth Group LLC6,818$969K0.2%-13.0%0.012%
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5/4/2026 Mattern Capital Management LLC2,485$353K0.0%-10.1%0.004%
5/4/2026 Legacy Capital Group California Inc.2,759$392K0.1%N/A0.005%
5/4/2026 Bleakley Financial Group LLC75,231$10.70M0.2%+368.5%0.128%
5/4/2026 State of Michigan Retirement System279,800$39.79M0.2%-37.5%0.475%
5/2/2026 International Assets Investment Management LLC354$51K0.0%+181.0%0.001%
5/1/2026 Fifth Third Bancorp9,213$1.31M0.0%+13,061.4%0.016%
5/1/2026 Simplicity Wealth LLC6,627$942K0.1%N/A0.011%
5/1/2026 Sequoia Financial Advisors LLC7,879$1.12M0.0%N/A0.013%
4/30/2026 Accredited Investors Inc.6,527$928K0.1%N/A0.011%
4/30/2026 Kestra Advisory Services LLC7,325$1.04M0.0%+7.6%0.012%
4/30/2026 CFS Investment Advisory Services LLC3,004$427K0.0%N/A0.005%
4/29/2026 Axxcess Wealth Management LLC3,991$567K0.0%N/A0.007%
4/29/2026 Saxon Interests Inc.14,278$2.03M0.7%-15.6%0.024%
4/29/2026 Shelter Mutual Insurance Co2,657$375K0.1%N/A0.005%
4/29/2026 Signet Private Wealth LLC1,585$225K0.2%N/A0.003%
4/28/2026 Kathmere Capital Management LLC459,887$65.39M4.0%-0.9%0.780%
4/28/2026 Ascentis Independent Advisors2,802$398K0.0%N/A0.005%
4/28/2026 Stephens Inc. AR32,316$4.60M0.1%+11.9%0.055%
4/28/2026 Raleigh Capital Management Inc.755$107K0.0%N/A0.001%
4/28/2026 NBT Bank N A NY1,214$173K0.0%+786.1%0.002%
4/28/2026 Matson Money. Inc.2,455,658$349.17M10.7%-5.6%4.166%
4/28/2026 WBH Advisory Inc.13,401$1.94M0.1%N/A0.023%
4/27/2026 Apeiron RIA LLC6,079$864K0.2%N/A0.010%
4/27/2026 World Investment Advisors9,256$1.32M0.0%N/A0.016%
4/27/2026 Private Advisor Group LLC10,510$1.49M0.0%+20.0%0.018%
4/27/2026 Y Intercept Hong Kong Ltd22,271$3.17M0.1%N/A0.038%
4/27/2026 Sound Income Strategies LLC554$80K0.0%+14.0%0.001%
4/25/2026 Physician Wealth Advisors Inc.9,584$1.36M0.2%+6.5%0.016%
4/25/2026 KPP Advisory Services LLC6,080$865K0.1%-12.2%0.010%
4/24/2026 Syntax Research Inc.56,735$8.07M5.1%-7.8%0.096%
4/24/2026 Keystone Global Partners LLC19,159$2.72M1.2%N/A0.033%
4/23/2026 Financial & Tax Architects LLC15,959$2.27M0.5%-5.6%0.027%
4/23/2026 Caliber Wealth Management LLC KS15,077$2.14M0.2%-0.6%0.026%
4/23/2026 Brown Miller Wealth Management LLC3,991$567K0.2%N/A0.007%
4/23/2026 Apollon Financial LLC1,547$220K0.0%N/A0.003%
4/23/2026 Apollon Wealth Management LLC1,452$206K0.0%N/A0.002%
4/22/2026 Janney Montgomery Scott LLC447,061$63.57M0.2%+31.5%0.758%
4/22/2026 Trilogy Capital Inc.21,779$3.10M0.1%-10.7%0.037%
4/22/2026 Traveka Wealth LLC7,526$1.07M0.4%N/A0.013%
4/22/2026 Keystone Financial Group Inc.11,195$1.59M0.8%-2.9%0.019%
4/21/2026 Sugar Maple Asset Management LLC2,685$382K0.2%N/A0.005%
4/21/2026 GHP Investment Advisors Inc.173$25K0.0%N/A0.000%
4/21/2026 Fairvoy Private Wealth LLC1,969$280K0.1%+24.7%0.003%
4/20/2026 Kestra Private Wealth Services LLC25,991$3.70M0.0%+878.2%0.044%
4/20/2026 Breakwater Capital Group5,443$774K0.1%+18.7%0.009%
4/20/2026 RFG Advisory LLC5,568$792K0.0%-5.0%0.009%
4/18/2026 Stonehearth Capital Management LLC236,423$33.62M13.3%-7.0%0.401%
4/17/2026 SVB Wealth LLC30,523$4.34M0.3%+5.6%0.052%
4/17/2026 Elk River Wealth Management LLC171,232$24.35M4.0%-0.4%0.290%
4/17/2026 Brookstone Capital Management7,266$1.03M0.0%+9.4%0.012%
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4/16/2026 Tactive Advisors LLC49,860$7.09M2.0%-9.9%0.085%
4/16/2026 Montecito Bank & Trust3,267$465K0.1%-16.1%0.006%
4/16/2026 Diversified Trust Co11,181$1.59M0.0%-10.0%0.019%
3/17/2026 Rockefeller Capital Management L.P.2,672$365K0.0%+26.2%0.005%
3/9/2026 Corient Private Wealth LLC17,246$2.36M0.0%+14.2%0.029%
3/6/2026 Cedarwood Wealth LLC3,051$442K0.5%N/A0.005%
3/4/2026 SHP Wealth Management333$46K0.0%N/A0.001%
2/27/2026 OakTrust Wealth Advisors LLC2,009$275K0.3%N/A0.003%
2/26/2026 TD Capital Management LLC1,093$149K0.0%-20.9%0.002%
2/23/2026 Beaird Harris Wealth Management LLC13,250$1.81M0.1%-2.8%0.022%


VLUE Institutional Ownership - Frequently Asked Questions

During the previous two years, 485 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. ($3.11B), Mason Investment Advisory Services Inc. ($641.68M), Matson Money. Inc. ($349.17M), Bank of America Corp DE ($229.25M), Mercer Global Advisors Inc. ADV ($168.02M), Wharton Business Group LLC ($163.55M), and Franklin Resources Inc. ($161.97M).Learn more on iShares MSCI USA Value Factor ETF's institutional investors.

Of the 387 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. ($8.75M), Northwestern Mutual Wealth Management Co. ($3.09M), Caisse de depot et placement du Quebec ($1.50M), BNP Paribas Financial Markets ($1.20M), Raymond James Financial Inc. ($529.26K), Horizon Investments LLC ($326.42K), and Mason Street Advisors LLC ($320K).

Institutional investors have bought a total of 7,875,152 shares in the last 24 months. This purchase volume represents approximately $996.36M in transactions.

Of the 201 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: Northwestern Mutual Wealth Management Co. ($22.10M), Envestnet Asset Management Inc. ($1.35M), BNP Paribas Financial Markets ($1.18M), Caisse de depot et placement du Quebec ($1.08M), Cerity Partners LLC ($704.60K), M&T Bank Corp ($327.74K), and State of Michigan Retirement System ($287K).

Institutional investors have sold a total of 28,967,093 shares in the last 24 months. This volume of shares sold represents approximately $3.88B in transactions.


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This page (BATS:VLUE) was last updated on 6/14/2026 by MarketBeat.com Staff.
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