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iShares MSCI USA Value Factor ETF (VLUE) Institutional Ownership

iShares MSCI USA Value Factor ETF logo
$112.66 +0.28 (+0.25%)
(As of 11/13/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
156
Total
Institutional Inflows
(last 12 months)
$408.20M
Number of
Institutional Sellers
(last 12 months)
185
Total
Institutional Outflows
(last 12 months)
$392.52M
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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
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%
11/12/2024 MGB Wealth Management LLC275$30K0.0%N/A0.000%
11/12/2024 Cerity Partners LLC729,032$79.49M0.2%+2.8%1.079%
11/12/2024 Great Valley Advisor Group Inc.8,589$937K0.0%-27.1%0.013%
11/12/2024 Waddell & Associates LLC53,490$5.83M0.7%-7.8%0.079%
11/12/2024 Mason Investment Advisory Services Inc.4,509,184$491.68M28.7%+0.4%6.675%
11/12/2024 Meridian Wealth Management LLC9,090$991K0.0%+18.4%0.013%
11/12/2024 Studio Investment Management LLC253$28K0.0%N/A0.000%
11/8/2024 First Horizon Advisors Inc.4,223$461K0.0%-24.1%0.006%
11/8/2024 PNC Financial Services Group Inc.620,126$67.62M0.0%-5.8%0.918%
11/8/2024 Summit Wealth Group LLC45,480$4.96M1.4%-49.0%0.067%
11/7/2024 Wharton Business Group LLC1,290,421$140.71M6.3%+15.6%1.910%
11/7/2024 EQ LLC30,226$3.30M1.6%+10.1%0.045%
11/7/2024 Thrivent Financial for Lutherans18,585$2.03M0.0%-2.0%0.028%
11/6/2024 Signature Estate & Investment Advisors LLC6,091$664K0.0%-18.6%0.009%
11/6/2024 OneDigital Investment Advisors LLC56,747$6.19M0.1%-3.6%0.084%
11/6/2024 Schrum Private Wealth Management LLC4,974$542K0.3%+79.6%0.007%
11/5/2024 Haverford Trust Co89,503$9.76M0.1%-0.6%0.132%
11/5/2024 Carrera Capital Advisors9,774$1.07M0.3%+5.6%0.014%
11/5/2024 Aptus Capital Advisors LLC54,372$5.93M0.1%-28.6%0.080%
11/5/2024 Harbour Investments Inc.14,506$1.58M0.0%+1.1%0.021%
11/5/2024 Apollon Wealth Management LLC2,266$247K0.0%-12.0%0.003%
11/4/2024 Addison Advisors LLC112,177$12.23M3.4%+7.7%0.166%
11/4/2024 Mayflower Financial Advisors LLC6,393$697K0.1%-6.3%0.009%
11/4/2024 Sigma Planning Corp3,360$366K0.0%-8.2%0.005%
11/1/2024 Atria Investments Inc7,607$829K0.0%+3.8%0.011%
11/1/2024 Assetmark Inc.15,342$1.67M0.0%-2.6%0.023%
10/31/2024 LS Investment Advisors LLC15,560$1.70M0.3%-23.4%0.023%
10/31/2024 Montecito Bank & Trust4,723$515K0.1%-31.1%0.007%
10/31/2024 US Financial Advisors LLC3,877$423K0.1%-54.2%0.006%
10/31/2024 Walkner Condon Financial Advisors LLC2,409$263K0.1%-63.1%0.004%
10/29/2024 Janney Montgomery Scott LLC264,489$28.84M0.1%-4.4%0.392%
10/29/2024 Realta Investment Advisors1,429$159K0.1%-40.2%0.002%
10/29/2024 Farther Finance Advisors LLC8,160$890K0.0%-18.1%0.012%
10/28/2024 Interchange Capital Partners LLC41,506$4.53M1.6%+0.8%0.061%
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10/28/2024 Focus Financial Network Inc.39,007$4.25M0.2%+0.9%0.058%
10/28/2024 Stephens Inc. AR39,036$4.26M0.1%+14.8%0.058%
10/28/2024 Baron Silver Stevens Financial Advisors LLC23,118$2.52M0.4%+2.3%0.034%
10/28/2024 Rosenberg Matthew Hamilton2,408$263K0.1%-29.7%0.004%
10/28/2024 US Bancorp DE14,177$1.55M0.0%-11.9%0.021%
10/25/2024 Strategic Blueprint LLC3,278$357K0.0%-26.1%0.005%
10/24/2024 Strategic Investment Management LLC12,200$1.33M1.4%-14.2%0.018%
10/24/2024 OMNI 360 Wealth Inc.8,780$957K0.6%+1.8%0.013%
10/24/2024 J.W. Cole Advisors Inc.11,096$1.21M0.1%-6.2%0.016%
10/24/2024 Wealth Enhancement Advisory Services LLC30,562$3.33M0.0%-4.6%0.045%
10/22/2024 McAdam LLC18,081$1.97M0.1%-5.8%0.027%
10/22/2024 U.S. Capital Wealth Advisors LLC37,150$4.05M0.1%-14.2%0.055%
10/22/2024 Foundry Financial Group Inc.3,154$344K0.2%-27.2%0.005%
10/22/2024 Greenleaf Trust6,896$752K0.0%+5.7%0.010%
10/22/2024 Private Advisor Group LLC18,001$1.96M0.0%-27.0%0.027%
10/22/2024 Signaturefd LLC81,521$8.89M0.2%-2.0%0.121%
10/21/2024 Foundations Investment Advisors LLC15,168$1.65M0.0%+8.7%0.022%
10/21/2024 Northwest Investment Counselors LLC420$46K0.0%N/A0.001%
10/21/2024 Cannon Financial Strategists Inc.13,338$1.45M0.3%+368.2%0.020%
10/21/2024 Trilogy Capital Inc.187,848$20.48M1.0%+2.1%0.278%
10/19/2024 Cannon 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%
10/16/2024 Bleakley Financial Group LLC16,127$1.76M0.1%-1.1%0.024%
10/16/2024 Global Retirement Partners LLC4,929$537K0.0%-16.1%0.007%
10/16/2024 One Wealth Advisors LLC8,642$942K0.1%-6.6%0.013%
10/16/2024 Hengehold Capital Management LLC3,279$358K0.0%-2.8%0.005%
10/15/2024 Bbjs Financial Advisors LLC56,095$6.12M2.2%+0.8%0.083%
10/15/2024 NBC Securities Inc.869$94K0.0%-47.5%0.001%
10/11/2024 Creative Planning12,598$1.37M0.0%-2.1%0.019%
10/11/2024 Elk River Wealth Management LLC157,741$17.20M3.1%+3.4%0.234%
10/11/2024 Armstrong Advisory Group Inc.279$30K0.0%N/A0.000%
10/9/2024 Cerro Pacific Wealth Advisors LLC76,370$7.90M2.9%+1.1%0.113%
10/9/2024 Keeler & Nadler Financial Planning & Wealth Management2,242$244K0.1%-13.8%0.003%
10/9/2024 GEM Asset Management LLC3,185$346K0.2%-34.9%0.005%
10/9/2024 UMB Bank n.a.2,789$304K0.0%-63.8%0.004%
10/8/2024 CWM LLC178,131$19.42M0.1%-4.3%0.264%
10/8/2024 Peddock Capital Advisors LLC24,795$2.70M0.7%+22.6%0.037%
10/8/2024 Brookstone Capital Management3,065$334K0.0%+14.5%0.005%
10/8/2024 Anderson Hoagland & Co.30,382$3.31M0.3%-60.7%0.045%
10/7/2024 Richard P Slaughter Associates Inc4,456$486K0.1%-11.3%0.007%
10/7/2024 Foster Group Inc.121,171$13.21M0.5%+6.2%0.179%
10/2/2024 Stonehearth Capital Management LLC363,098$39.59M15.7%+4.1%0.538%
10/1/2024 Global Wealth Strategies & Associates498$54K0.0%+839.6%0.001%
9/11/2024 Newbridge Financial Services Group Inc.966$100K0.0%-37.3%0.001%
9/10/2024 Cannon Financial Strategists Inc.2,849$295K0.1%N/A0.004%
9/5/2024Sanctuary Advisors LLC20,178$2.06M0.0%N/A0.030%
8/26/2024 Ariadne Wealth Management LP5,867$607K0.3%N/A0.009%
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8/22/2024Cetera Investment Advisers79,023$8.18M0.0%+3.1%0.117%
8/21/2024Truist Financial Corp6,299$652K0.0%-4.3%0.009%
8/19/2024EP Wealth Advisors LLC27,450$2.84M0.0%-5.2%0.041%
8/19/2024B. Riley Wealth Advisors Inc.13,487$1.40M0.0%-8.8%0.020%
8/16/2024NewEdge Advisors LLC9,059$937K0.0%+134.7%0.013%
8/16/2024 Northwestern Mutual Wealth Management Co.18,858,245$1.95B1.9%+2.6%27.917%
8/16/2024 Magnolia Capital Advisors LLC39,875$4.13M0.1%+315.8%0.059%
8/16/2024Ascent Group LLC3,244$336K0.0%-8.2%0.005%
8/16/2024MidWestOne Financial Group Inc.2,800$290K0.1%N/A0.004%
8/16/2024 Kathmere Capital Management LLC425,675$44.04M4.6%+6.7%0.630%
(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, 444 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 Wharton Business Group LLC ($140.71M).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 62,771,361 shares in the last 24 months. This purchase volume represents approximately $5.88B in transactions.

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

Of the 305 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 ($803.83K).

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

Institutional investors have sold a total of 22,871,521 shares in the last 24 months. This volume of shares sold represents approximately $2.14B in transactions.


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This page (BATS:VLUE) was last updated on 11/14/2024 by MarketBeat.com Staff
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