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iShares MSCI USA Value Factor ETF (VLUE) Institutional Ownership

iShares MSCI USA Value Factor ETF logo
$192.97 0.00 (0.00%)
As of 07/2/2026 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)
268
Total
Institutional Inflows
(last 12 months)
$997.60M
Number of
Institutional Sellers
(last 12 months)
200
Total
Institutional Outflows
(last 12 months)
$3.87B
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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
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%
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%
5/7/2026Cornerstone Advisors Asset Management LLC8,121$1.16M0.2%-3.4%0.014%
5/7/2026Parallel Advisors LLC40,578$5.77M0.1%-1.8%0.069%
5/6/2026Dorsey Wright & Associates56,551$8.04M1.0%N/A0.096%
5/6/2026Simon Quick Advisors LLC12,218$1.74M0.1%-0.6%0.021%
5/6/2026Assetmark Inc.11,440$1.63M0.0%-20.3%0.019%
5/6/2026Bessemer Group Inc.2,515$358K0.0%+23.9%0.004%
5/6/2026SteelPeak Wealth LLC17,556$2.50M0.1%+35.3%0.030%
5/6/2026Independent Financial Group LLC2,512$357K0.0%N/A0.004%
5/5/2026Bank of New York Mellon Corp61,771$8.78M0.0%-0.6%0.105%
5/5/2026Geneos 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%
5/5/2026Wealthgarden F.S. LLC2,929$417K0.3%+45.3%0.005%
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5/5/2026Avantax Planning Partners Inc.25,573$3.64M0.1%-0.4%0.043%
5/4/2026Summit Wealth Group LLC6,818$969K0.2%-13.0%0.012%
5/4/2026Mattern Capital Management LLC2,485$353K0.0%-10.1%0.004%
5/4/2026Legacy Capital Group California Inc.2,759$392K0.1%N/A0.005%
5/4/2026Bleakley Financial Group LLC75,231$10.70M0.2%+368.5%0.128%
5/4/2026State of Michigan Retirement System279,800$39.79M0.2%-37.5%0.475%
5/2/2026International Assets Investment Management LLC354$51K0.0%+181.0%0.001%
5/1/2026Fifth Third Bancorp9,213$1.31M0.0%+13,061.4%0.016%
5/1/2026Simplicity Wealth LLC6,627$942K0.1%N/A0.011%
5/1/2026Sequoia Financial Advisors LLC7,879$1.12M0.0%N/A0.013%
4/30/2026Accredited Investors Inc.6,527$928K0.1%N/A0.011%
4/30/2026Kestra Advisory Services LLC7,325$1.04M0.0%+7.6%0.012%
4/30/2026CFS Investment Advisory Services LLC3,004$427K0.0%N/A0.005%
4/29/2026Axxcess Wealth Management LLC3,991$567K0.0%N/A0.007%
4/29/2026Saxon Interests Inc.14,278$2.03M0.7%-15.6%0.024%
4/29/2026Shelter Mutual Insurance Co2,657$375K0.1%N/A0.005%
4/29/2026Signet Private Wealth LLC1,585$225K0.2%N/A0.003%
4/28/2026Kathmere Capital Management LLC459,887$65.39M4.0%-0.9%0.780%
4/28/2026Ascentis Independent Advisors2,802$398K0.0%N/A0.005%
4/28/2026Stephens Inc. AR32,316$4.60M0.1%+11.9%0.055%
4/28/2026Raleigh Capital Management Inc.755$107K0.0%N/A0.001%
4/28/2026NBT Bank N A NY1,214$173K0.0%+786.1%0.002%
4/28/2026Matson Money. Inc.2,455,658$349.17M10.7%-5.6%4.166%
4/28/2026WBH Advisory Inc.13,401$1.94M0.1%N/A0.023%
4/27/2026Apeiron RIA LLC6,079$864K0.2%N/A0.010%
4/27/2026World Investment Advisors9,256$1.32M0.0%N/A0.016%
4/27/2026Private Advisor Group LLC10,510$1.49M0.0%+20.0%0.018%
4/27/2026Y Intercept Hong Kong Ltd22,271$3.17M0.1%N/A0.038%
4/27/2026Sound Income Strategies LLC554$80K0.0%+14.0%0.001%
4/25/2026Physician Wealth Advisors Inc.9,584$1.36M0.2%+6.5%0.016%
4/25/2026KPP Advisory Services LLC6,080$865K0.1%-12.2%0.010%
4/24/2026Syntax Research Inc.56,735$8.07M5.1%-7.8%0.096%
4/24/2026Keystone Global Partners LLC19,159$2.72M1.2%N/A0.033%
4/23/2026Financial & Tax Architects LLC15,959$2.27M0.5%-5.6%0.027%
4/23/2026Caliber Wealth Management LLC KS15,077$2.14M0.2%-0.6%0.026%
4/23/2026Brown Miller Wealth Management LLC3,991$567K0.2%N/A0.007%
4/23/2026Apollon Financial LLC1,547$220K0.0%N/A0.003%
4/23/2026Apollon Wealth Management LLC1,452$206K0.0%N/A0.002%
4/22/2026Janney Montgomery Scott LLC447,061$63.57M0.2%+31.5%0.758%
4/22/2026Trilogy Capital Inc.21,779$3.10M0.1%-10.7%0.037%
4/22/2026Traveka Wealth LLC7,526$1.07M0.4%N/A0.013%
4/22/2026Keystone Financial Group Inc.11,195$1.59M0.8%-2.9%0.019%
4/21/2026Sugar Maple Asset Management LLC2,685$382K0.2%N/A0.005%
4/21/2026GHP Investment Advisors Inc.173$25K0.0%N/A0.000%
4/21/2026Fairvoy Private Wealth LLC1,969$280K0.1%+24.7%0.003%
4/20/2026Kestra Private Wealth Services LLC25,991$3.70M0.0%+878.2%0.044%
4/20/2026Breakwater Capital Group5,443$774K0.1%+18.7%0.009%
4/20/2026RFG Advisory LLC5,568$792K0.0%-5.0%0.009%
4/18/2026Stonehearth Capital Management LLC236,423$33.62M13.3%-7.0%0.401%
4/17/2026SVB Wealth LLC30,523$4.34M0.3%+5.6%0.052%
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4/17/2026Elk River Wealth Management LLC171,232$24.35M4.0%-0.4%0.290%
4/17/2026Brookstone Capital Management7,266$1.03M0.0%+9.4%0.012%
4/16/2026Tactive Advisors LLC49,860$7.09M2.0%-9.9%0.085%
4/16/2026Montecito Bank & Trust3,267$465K0.1%-16.1%0.006%
4/16/2026Diversified Trust Co11,181$1.59M0.0%-10.0%0.019%
3/17/2026Rockefeller Capital Management L.P.2,672$365K0.0%+26.2%0.005%
3/9/2026Corient Private Wealth LLC17,246$2.36M0.0%+14.2%0.029%
3/6/2026Cedarwood Wealth LLC3,051$442K0.5%N/A0.005%
3/4/2026SHP Wealth Management333$46K0.0%N/A0.001%
2/27/2026OakTrust Wealth Advisors LLC2,009$275K0.3%N/A0.003%


VLUE Institutional Ownership - Frequently Asked Questions

During the previous two years, 486 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 388 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 7,883,886 shares in the last 24 months. This purchase volume represents approximately $997.60M in transactions.

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: 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 28,910,317 shares in the last 24 months. This volume of shares sold represents approximately $3.87B in transactions.


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This page (BATS:VLUE) was last updated on 7/5/2026 by MarketBeat.com Staff.
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