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iShares MSCI USA Value Factor ETF (VLUE) Institutional Ownership

iShares MSCI USA Value Factor ETF logo
$196.51 -1.35 (-0.68%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$196.72 +0.21 (+0.11%)
As of 10/13/2026 08:00 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 Massive. Learn more.
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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)
254
Total
Institutional Inflows
(last 12 months)
$817.98M
Number of
Institutional Sellers
(last 12 months)
181
Total
Institutional Outflows
(last 12 months)
$3.70B
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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
10/14/2026Keystone Financial Group Inc.11,288$2.24M1.1%+0.5%0.019%
10/14/2026Stonehearth Capital Management LLC136,873$27.10M9.3%+0.3%0.232%
10/14/2026Signal Advisors Wealth LLC1,366$270K0.0%-51.4%0.002%
10/14/2026Foster Group Inc.44,636$8.84M0.2%-63.4%0.076%
10/14/2026B. Riley Wealth Advisors Inc.5,833$1.16M0.0%N/A0.010%
10/14/2026RHS Financial LLC12,145$2.41M0.7%+23.1%0.021%
10/13/2026Sax Wealth Advisors LLC25,451$5.04M0.1%-10.4%0.043%
10/10/2026Gilpin Wealth Management LLC12,565$2.49M1.7%-45.0%0.021%
10/9/2026Wedmont Private Capital3,799$760K0.0%N/A0.006%
10/9/2026Insight Wealth Strategies LLC138,537$27.43M2.8%-8.5%0.235%
10/9/2026Breakwater Capital Group4,077$807K0.1%-19.1%0.007%
10/9/2026Acropolis Investment Management LLC3,135$621K0.0%N/A0.005%
10/8/2026Farther Finance Advisors LLC15,400$3.05M0.0%+9.5%0.026%
10/8/2026CoreCap Advisors LLC282$56K0.0%-17.5%0.000%
10/8/2026Avidian Wealth Enterprises LLC1,850$366K0.0%N/A0.003%
10/8/2026Tactive Advisors LLC39,343$7.79M1.9%+18.0%0.067%
10/6/2026Juncture Wealth Strategies LLC19,091$3.78M1.0%+4.0%0.032%
10/2/2026 First Citizens Financial Corp5,431$1.08M0.5%-8.1%0.009%
10/1/2026 Noble Wealth Management PBC5,399$1.07M0.5%-7.5%0.009%
10/1/2026 Montecito Bank & Trust2,307$457K0.1%-23.8%0.004%
9/23/2026QRG Capital Management Inc.1,665$333K0.0%N/A0.003%
9/23/2026Envestnet Portfolio Solutions Inc.21,113$4.22M0.0%-16.0%0.036%
9/23/2026Envestnet Asset Management Inc.1,033,896$206.58M0.0%-19.6%1.754%
9/9/2026Sequoia Financial Advisors LLC6,220$1.24M0.0%-21.1%0.011%
9/9/2026IPG Investment Advisors LLC1,065$213K0.0%N/A0.002%
9/9/2026Capital Analysts LLC814$163K0.0%+45.4%0.001%
9/9/2026SVB Wealth LLC28,370$5.67M0.3%-7.1%0.048%
9/9/2026NorthRock Partners LLC13,594$2.72M0.0%-26.0%0.023%
9/9/2026Integrated Wealth Concepts LLC112,504$22.48M0.1%-1.0%0.191%
9/9/2026RFG Advisory LLC2,734$546K0.0%-50.9%0.005%
9/9/2026NewEdge Advisors LLC12,922$2.58M0.0%+34.8%0.022%
9/9/2026IFP Advisors Inc50,619$10.11M0.2%-1.4%0.086%
9/9/2026Baird Financial Group Inc.38,473$7.69M0.0%+136.3%0.065%
9/8/2026Allworth Financial LP337$67K0.0%+200.9%0.001%
9/8/2026Waverly Advisors LLC4,201$839K0.0%-9.8%0.007%
8/27/2026Corient Private Wealth LP30,455$6.09M0.0%+13.9%0.052%
8/27/2026Tucker Asset Management LLC336$67K0.0%-20.6%0.001%
8/23/2026Morling Financial Advisors LLC181$36K0.0%N/A0.000%
8/23/2026Beaird Harris Wealth Management LLC11,332$2.26M0.1%-12.0%0.019%
8/22/2026Advisory Solutions Group LLC3,420$683K0.2%N/A0.006%
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8/22/2026Compass Financial Management LLC24,041$4.80M0.5%N/A0.041%
8/22/2026Succession Financial Inc.1,041$208K0.2%N/A0.002%
8/22/2026Valued Retirements Inc.24,858$4.97M4.3%+8.9%0.042%
8/22/2026Legacy Wealth Managment LLC ID6,298$1.26M0.6%+524.2%0.011%
8/22/2026Syntax Research Inc.4,164$832K0.6%-92.7%0.007%
8/22/2026Power Wealth Management LLC6,891$1.38M0.5%N/A0.012%
8/21/2026Continuum Advisory LLC159$32K0.0%N/A0.000%
8/21/2026Atticus Wealth Management LLC1,137$227K0.1%N/A0.002%
8/21/2026 First Citizens Financial Corp5,907$1.18M0.5%+23.2%0.010%
8/21/2026Nan Shan Life Insurance Co. Ltd.128,980$25.77M0.8%N/A0.219%
8/20/2026Avant Capital LLC6,823$1.36M0.9%-2.8%0.012%
8/20/2026Cavalier Investments LLC24,748$4.95M0.2%N/A0.042%
8/12/2026Compass Financial Management LLC24,041$4.80M0.6%N/A0.041%
7/10/2026Insight Wealth Strategies LLC151,486$29.61M2.9%-2.2%0.257%
7/10/2026Ocean Park Asset Management LLC32,980$6.59M0.3%N/A0.056%
7/10/2026Fulcrum Equity Management1,713$342K0.3%N/A0.003%
7/10/2026Wealthcare Advisory Partners LLC2,622$524K0.0%N/A0.004%
7/9/2026Tactive Advisors LLC33,334$6.66M1.6%-33.1%0.057%
7/9/2026Sax Wealth Advisors LLC28,410$5.68M0.2%-2.4%0.048%
7/9/2026Adamsbrown Wealth Consultants LLC1,405$281K0.1%N/A0.002%
7/9/2026Breakwater Capital Group5,042$1.01M0.1%-7.4%0.009%
7/8/2026Beaird Harris Wealth Management LLC11,332$2.26M0.1%-12.0%0.019%
7/8/2026Stonehearth 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%
7/7/2026Foster Group Inc.121,806$24.34M0.6%-11.0%0.207%
7/7/2026JGP Wealth Management LLC3,866$772K0.1%+39.6%0.007%
7/7/2026GAMMA Investing LLC205$41K0.0%+61.4%0.000%
7/7/2026Avior Wealth Management LLC1,403$280K0.0%N/A0.002%
7/7/2026CGN Advisors LLC1,567$313K0.0%-65.1%0.003%
7/7/2026Anderson Hoagland & Co.41,637$8.32M0.7%-6.9%0.071%
7/6/2026RDA Financial Network1,748$349K0.1%-14.9%0.003%
7/6/2026Trilogy 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%
6/4/2026Fischer Investment Strategies LLC2,370$337K0.2%-95.5%0.004%
6/3/2026Parallel Advisors LLC40,578$5.77M0.1%-1.8%0.069%
6/3/2026NewEdge Advisors LLC9,589$1.36M0.0%-7.6%0.016%
5/27/2026Security 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%
5/19/2026Arkadios Wealth Advisors18,066$2.57M0.0%+151.5%0.031%
5/18/2026EverSource 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%
5/14/2026Sentinel Advisory Group LLC2,069$294K0.1%N/A0.004%
5/14/2026Hilltop Holdings Inc.13,701$1.95M0.2%-1.2%0.023%
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5/14/2026Modern Wealth Management LLC1,457$211K0.0%N/A0.002%
5/14/2026Gibbs Wealth Management3,380$481K0.1%+59.3%0.006%
5/14/2026Lido Advisors LLC132,336$18.82M0.1%-15.8%0.224%
5/13/2026Cetera Investment Advisers194,434$27.65M0.0%+87.7%0.330%
5/13/2026Lavaca Capital LLC460$65K0.0%-46.4%0.001%
5/13/2026Clearwater Capital Advisors LLC2,576$366K0.0%-13.4%0.004%
5/13/2026Petra Financial Advisors Inc.8,940$1.27M0.8%N/A0.015%
5/13/2026First Citizens Bank & Trust Co.2,900$412K0.0%-11.8%0.005%
5/8/2026PNC 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%


VLUE Institutional Ownership - Frequently Asked Questions

During the previous two years, 487 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), Envestnet Asset Management Inc. ($206.58M), Mercer Global Advisors Inc. ADV ($168.02M), and Wharton Business Group LLC ($163.55M).Learn more on iShares MSCI USA Value Factor ETF's institutional investors.

Of the 389 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. ($2.61M), 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 6,046,220 shares in the last 24 months. This purchase volume represents approximately $817.26M in transactions.

Of the 180 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. ($1.52M), Caisse de depot et placement du Quebec ($1.08M), State of Michigan Retirement System ($287K), BNP Paribas Financial Markets ($222.19K), M&T Bank Corp ($222.08K), and Mercer Global Advisors Inc. ADV ($177.79K).

Institutional investors have sold a total of 26,867,169 shares in the last 24 months. This volume of shares sold represents approximately $3.69B 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 10/14/2026. New 13F filings are added each quarter as they're published.
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