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iShares MSCI USA Value Factor ETF (VLUE) Institutional Ownership

iShares MSCI USA Value Factor ETF logo
$106.50 +1.04 (+0.99%)
As of 01/3/2025

Institutional Ownership Changes (13F Filings) for iShares MSCI USA Value Factor ETF (BATS:VLUE)

Number of
Institutional Buyers
(last 12 months)
158
Total
Institutional Inflows
(last 12 months)
$324.37M
Number of
Institutional Sellers
(last 12 months)
186
Total
Institutional Outflows
(last 12 months)
$384.09M
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VLUE Institutional Buying and Selling by Quarter

iShares MSCI USA Value Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/3/2025First Citizens Financial Corp3,312$350K0.2%-15.0%0.005%
1/3/2025Modus Advisors LLC1,000$106K0.0%N/A0.001%
12/26/2024JPMorgan Chase & Co.380,837$41.53M0.0%-21.2%0.564%
12/18/2024Syntax Research Inc.72,176$7.87M5.3%+0.9%0.107%
12/13/2024B. Riley Wealth Advisors Inc.13,321$1.45M0.0%-1.2%0.020%
12/2/2024Beaird Harris Wealth Management LLC17,412$1.90M0.2%-4.2%0.026%
11/27/2024Franklin Resources Inc.1,459,802$161.97M0.0%-3.4%2.161%
11/25/2024Destination Wealth Management2,173$237K0.0%N/A0.003%
11/25/2024Wilmington Savings Fund Society FSB270$29K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC16,396$1.87M0.0%-18.7%0.024%
11/19/2024M&T Bank Corp1,015,749$110.76M0.4%-0.9%1.504%
11/18/2024Arete Wealth Advisors LLC3,388$369K0.0%-21.0%0.005%
11/15/2024M&T Bank Corp1,015,749$110.76M0.3%-0.9%1.504%
11/15/2024Nomura Asset Management Co. Ltd.33,600$3.66M0.0%N/A0.050%
11/15/2024MML Investors Services LLC55,988$6.11M0.0%-3.3%0.083%
11/15/2024Orion Portfolio Solutions LLC16,345$1.78M0.0%-7.7%0.024%
11/15/2024EP Wealth Advisors LLC27,572$3.01M0.0%+0.4%0.041%
11/15/2024Insigneo Advisory Services LLC12,032$1.31M0.1%+4.8%0.018%
11/15/2024Kovitz Investment Group Partners LLC55,324$5.92M0.0%N/A0.082%
11/15/2024Stifel Financial Corp11,599$1.27M0.0%-16.1%0.017%
11/15/2024SageView Advisory Group LLC14,362$1.57M0.1%-0.9%0.021%
11/15/2024IHT Wealth Management LLC3,556$388K0.0%-9.9%0.005%
11/15/2024Integrated Wealth Concepts LLC270,951$29.54M0.4%+5.4%0.401%
11/15/2024HighTower Advisors LLC80,753$8.81M0.0%-1.5%0.120%
11/15/2024Ascent Group LLC3,077$336K0.0%-5.1%0.005%
11/14/2024Flow Traders U.S. LLC19,521$2.13M0.1%+20.3%0.029%
11/14/2024Captrust Financial Advisors3,173$346K0.0%+8.2%0.005%
11/14/2024Bell Investment Advisors Inc3,499$382K0.1%+6.9%0.005%
11/14/2024CreativeOne Wealth LLC11,153$1.22M0.0%N/A0.017%
11/13/2024Townsquare Capital LLC2,251$245K0.0%-5.3%0.003%
11/13/2024BNP Paribas Financial Markets12,528$1.37M0.0%+1.4%0.019%
11/13/2024FMR LLC312,273$34.05M0.0%-2.2%0.462%
11/13/2024Diversified LLC2,996$327K0.0%+7.8%0.004%
11/12/2024MGB Wealth Management LLC275$30K0.0%N/A0.000%
11/12/2024Cerity Partners LLC729,032$79.49M0.2%+2.8%1.079%
11/12/2024Great Valley Advisor Group Inc.8,589$937K0.0%-27.1%0.013%
11/12/2024Waddell & Associates LLC53,490$5.83M0.7%-7.8%0.079%
11/12/2024Mason Investment Advisory Services Inc.4,509,184$491.68M28.7%+0.4%6.675%
11/12/2024Meridian Wealth Management LLC9,090$991K0.0%+18.4%0.013%
11/12/2024Studio Investment Management LLC253$28K0.0%N/A0.000%
11/8/2024First Horizon Advisors Inc.4,223$461K0.0%-24.1%0.006%
11/8/2024PNC Financial Services Group Inc.620,126$67.62M0.0%-5.8%0.918%
11/8/2024Summit Wealth Group LLC45,480$4.96M1.4%-49.0%0.067%
11/7/2024Wharton Business Group LLC1,290,421$140.71M6.3%+15.6%1.910%
11/7/2024EQ LLC30,226$3.30M1.6%+10.1%0.045%
11/7/2024Thrivent Financial for Lutherans18,585$2.03M0.0%-2.0%0.028%
11/6/2024Signature Estate & Investment Advisors LLC6,091$664K0.0%-18.6%0.009%
11/6/2024OneDigital Investment Advisors LLC56,747$6.19M0.1%-3.6%0.084%
11/6/2024Schrum Private Wealth Management LLC4,974$542K0.3%+79.6%0.007%
11/5/2024Haverford Trust Co89,503$9.76M0.1%-0.6%0.132%
11/5/2024Carrera Capital Advisors9,774$1.07M0.3%+5.6%0.014%
11/5/2024Aptus Capital Advisors LLC54,372$5.93M0.1%-28.6%0.080%
11/5/2024Harbour Investments Inc.14,506$1.58M0.0%+1.1%0.021%
11/5/2024Apollon Wealth Management LLC2,266$247K0.0%-12.0%0.003%
11/4/2024Addison Advisors LLC112,177$12.23M3.4%+7.7%0.166%
11/4/2024Mayflower Financial Advisors LLC6,393$697K0.1%-6.3%0.009%
11/4/2024Sigma Planning Corp3,360$366K0.0%-8.2%0.005%
11/1/2024Atria Investments Inc7,607$829K0.0%+3.8%0.011%
11/1/2024Assetmark Inc.15,342$1.67M0.0%-2.6%0.023%
10/31/2024LS Investment Advisors LLC15,560$1.70M0.3%-23.4%0.023%
10/31/2024Montecito Bank & Trust4,723$515K0.1%-31.1%0.007%
10/31/2024US Financial Advisors LLC3,877$423K0.1%-54.2%0.006%
10/31/2024Walkner Condon Financial Advisors LLC2,409$263K0.1%-63.1%0.004%
10/29/2024Janney Montgomery Scott LLC264,489$28.84M0.1%-4.4%0.392%
10/29/2024Realta Investment Advisors1,429$159K0.1%-40.2%0.002%
10/29/2024Farther Finance Advisors LLC8,160$890K0.0%-18.1%0.012%
10/28/2024Interchange Capital Partners LLC41,506$4.53M1.6%+0.8%0.061%
10/28/2024Focus Financial Network Inc.39,007$4.25M0.2%+0.9%0.058%
10/28/2024Stephens Inc. AR39,036$4.26M0.1%+14.8%0.058%
10/28/2024Baron Silver Stevens Financial Advisors LLC23,118$2.52M0.4%+2.3%0.034%
10/28/2024Rosenberg Matthew Hamilton2,408$263K0.1%-29.7%0.004%
10/28/2024US Bancorp DE14,177$1.55M0.0%-11.9%0.021%
10/25/2024Strategic Blueprint LLC3,278$357K0.0%-26.1%0.005%
10/24/2024Strategic Investment Management LLC12,200$1.33M1.4%-14.2%0.018%
10/24/2024OMNI 360 Wealth Inc.8,780$957K0.6%+1.8%0.013%
10/24/2024J.W. Cole Advisors Inc.11,096$1.21M0.1%-6.2%0.016%
10/24/2024Wealth Enhancement Advisory Services LLC30,562$3.33M0.0%-4.6%0.045%
10/22/2024McAdam LLC18,081$1.97M0.1%-5.8%0.027%
10/22/2024U.S. Capital Wealth Advisors LLC37,150$4.05M0.1%-14.2%0.055%
10/22/2024Foundry Financial Group Inc.3,154$344K0.2%-27.2%0.005%
10/22/2024Greenleaf Trust6,896$752K0.0%+5.7%0.010%
10/22/2024Private Advisor Group LLC18,001$1.96M0.0%-27.0%0.027%
10/22/2024Signaturefd LLC81,521$8.89M0.2%-2.0%0.121%
10/21/2024Foundations Investment Advisors LLC15,168$1.65M0.0%+8.7%0.022%
10/21/2024Northwest Investment Counselors LLC420$46K0.0%N/A0.001%
10/21/2024Cannon Financial Strategists Inc.13,338$1.45M0.3%+368.2%0.020%
10/21/2024Trilogy Capital Inc.187,848$20.48M1.0%+2.1%0.278%
10/19/2024Cannon Financial Strategists Inc.3,611$365K0.1%+26.7%0.005%
10/18/2024Raymond James & Associates185,291$20.20M0.0%-27.5%0.274%
10/18/2024First Citizens Bank & Trust Co.11,301$1.23M0.0%-64.5%0.017%
10/18/2024Blue Trust Inc.515$53K0.0%-18.4%0.001%
10/17/2024Well Done LLC49,196$5.36M1.0%-7.3%0.073%
10/16/2024Bleakley Financial Group LLC16,127$1.76M0.1%-1.1%0.024%
10/16/2024Global Retirement Partners LLC4,929$537K0.0%-16.1%0.007%
10/16/2024One Wealth Advisors LLC8,642$942K0.1%-6.6%0.013%
10/16/2024Hengehold Capital Management LLC3,279$358K0.0%-2.8%0.005%
10/15/2024Bbjs Financial Advisors LLC56,095$6.12M2.2%+0.8%0.083%
10/15/2024NBC Securities Inc.869$94K0.0%-47.5%0.001%
10/11/2024Creative Planning12,598$1.37M0.0%-2.1%0.019%
10/11/2024Elk River Wealth Management LLC157,741$17.20M3.1%+3.4%0.234%
(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, 442 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. ($1.95B), Mason Investment Advisory Services Inc. ($491.68M), Matson Money. Inc. ($382.75M), Bank of America Corp DE ($265.37M), Mercer Global Advisors Inc. ADV ($262.06M), Envestnet Asset Management Inc. ($260.22M), and Franklin Resources Inc. ($161.97M).Learn more on VLUE's institutional investors.

Which institutional investors have been buying iShares MSCI USA Value Factor ETF stock?

Of the 298 institutional investors that purchased iShares MSCI USA Value Factor ETF 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 ($43.08M), Summit Wealth Group LLC ($6.89M), Modera Wealth Management LLC ($1.80M), GFG Capital LLC ($1.43M), Matson Money. Inc. ($1.10M), Cerity Partners LLC ($828.43K), and Wharton Business Group LLC ($697.64K).

How much institutional buying is happening at iShares MSCI USA Value Factor ETF?

Institutional investors have bought a total of 62,259,127 shares in the last 24 months. This purchase volume represents approximately $5.85B in transactions.

Which iShares MSCI USA Value Factor ETF major shareholders have been selling company stock?

Of the 299 institutional investors that sold iShares MSCI USA Value Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fjarde AP Fonden Fourth Swedish National Pension Fund ($3.41M), Envestnet Asset Management Inc. ($2.94M), Mercer Global Advisors Inc. ADV ($2.05M), Signature Estate & Investment Advisors LLC ($1.57M), Cliftonlarsonallen Wealth Advisors LLC ($1.19M), CWM LLC ($906.39K), and M&T Bank Corp ($822.98K).

How much institutional selling is happening at iShares MSCI USA Value Factor ETF?

Institutional investors have sold a total of 21,920,026 shares in the last 24 months. This volume of shares sold represents approximately $2.07B in transactions.



This page (BATS:VLUE) was last updated on 1/5/2025 by MarketBeat.com Staff
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