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iShares MSCI USA Value Factor ETF (VLUE) Institutional Ownership

iShares MSCI USA Value Factor ETF logo
$203.56 +0.68 (+0.34%)
As of 02:00 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)
244
Total
Institutional Inflows
(last 12 months)
$807.48M
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$3.73B
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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
8/12/2026 Compass Financial Management LLC24,041$4.80M0.6%N/A0.041%
7/10/2026 Insight Wealth Strategies LLC151,486$29.61M2.9%-2.2%0.257%
7/10/2026 Ocean Park Asset Management LLC32,980$6.59M0.3%N/A0.056%
7/10/2026 Fulcrum Equity Management1,713$342K0.3%N/A0.003%
7/10/2026 Wealthcare Advisory Partners LLC2,622$524K0.0%N/A0.004%
7/9/2026 Tactive Advisors LLC33,334$6.66M1.6%-33.1%0.057%
7/9/2026 Sax Wealth Advisors LLC28,410$5.68M0.2%-2.4%0.048%
7/9/2026 Adamsbrown Wealth Consultants LLC1,405$281K0.1%N/A0.002%
7/9/2026 Breakwater Capital Group5,042$1.01M0.1%-7.4%0.009%
7/8/2026 Beaird Harris Wealth Management LLC11,332$2.26M0.1%-12.0%0.019%
7/8/2026 Stonehearth Capital Management LLC136,475$27.27M9.3%-42.3%0.232%
7/7/2026 First Citizens Financial Corp5,907$1.18M0.5%+23.2%0.010%
7/7/2026 Foster Group Inc.121,806$24.34M0.6%-11.0%0.207%
7/7/2026 JGP Wealth Management LLC3,866$772K0.1%+39.6%0.007%
7/7/2026 GAMMA Investing LLC205$41K0.0%+61.4%0.000%
7/7/2026 Avior Wealth Management LLC1,403$280K0.0%N/A0.002%
7/7/2026 CGN Advisors LLC1,567$313K0.0%-65.1%0.003%
7/7/2026 Anderson Hoagland & Co.41,637$8.32M0.7%-6.9%0.071%
7/6/2026 RDA Financial Network1,748$349K0.1%-14.9%0.003%
7/6/2026 Trilogy Capital Inc.20,761$4.15M0.2%-4.7%0.035%
7/1/2026 Noble Wealth Management PBC5,839$1.17M0.5%-9.5%0.010%
6/16/2026Steelhead Wealth Management LLC8,734$1.24M0.6%N/A0.015%
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%
5/19/2026Western Wealth Management LLC291$41K0.0%N/A0.000%
5/19/2026Bank 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%
5/18/2026Royal Bank of Canada305,941$43.50M0.0%+75.4%0.519%
5/16/2026Glen Eagle Advisors LLC893$127K0.0%-6.9%0.002%
5/16/2026Quantinno Capital Management LP2,416$344K0.0%-18.3%0.004%
5/16/2026Family Manage LLC34,181$4.86M0.6%-4.2%0.058%
5/15/2026Windsor Advisory Group LLC361$51K0.0%N/A0.001%
5/15/2026Waverly Advisors LLC4,658$662K0.0%N/A0.008%
5/14/2026 Sentinel Advisory Group LLC2,069$294K0.1%N/A0.004%
5/14/2026Hilltop Holdings Inc.13,701$1.95M0.2%-1.2%0.023%
5/14/2026Modern Wealth Management LLC1,457$211K0.0%N/A0.002%
5/14/2026Gibbs Wealth Management3,380$481K0.1%+59.3%0.006%
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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%
5/13/2026Lavaca 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%
5/7/2026Legacy 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%
5/5/2026Sanctuary 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%
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%
4/27/2026World 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%
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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%


VLUE Institutional Ownership - Frequently Asked Questions

During the previous two years, 479 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 380 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 6,149,832 shares in the last 24 months. This purchase volume represents approximately $807.48M in transactions.

Of the 181 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. ($1.26M), BNP Paribas Financial Markets ($1.18M), Caisse de depot et placement du Quebec ($1.08M), State of Michigan Retirement System ($287K), M&T Bank Corp ($222.08K), and Mercer Global Advisors Inc. ADV ($177.79K).

Institutional investors have sold a total of 27,565,485 shares in the last 24 months. This volume of shares sold represents approximately $3.73B in transactions.


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Institutional ownership data for BATS:VLUE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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