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iShares MSCI USA Value Factor ETF (VLUE) Institutional Ownership

iShares MSCI USA Value Factor ETF logo
$99.55 -7.27 (-6.80%)
Closing price 04/15/2025 03:59 PM Eastern
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$99.55 0.00 (0.00%)
As of 04/15/2025 04:07 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)
182
Total
Institutional Inflows
(last 12 months)
$501.02M
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$418.69M
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VLUE Institutional Buying and Selling by Quarter

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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
4/15/2025Simon Quick Advisors LLC17,248$1.84M0.1%-6.0%0.028%
4/15/2025Noble Wealth Management PBC9,733$1.04M0.7%-35.2%0.016%
4/15/2025Alpha Omega Wealth Management LLC2,199$235K0.0%N/A0.004%
4/15/2025Focus Financial Network Inc.38,128$4.07M0.2%-1.7%0.061%
4/15/2025Donaldson Capital Management LLC3,465$370K0.0%N/A0.006%
4/15/2025Integrated Advisors Network LLC4,395$469K0.0%-2.5%0.007%
4/15/2025Simplicity Wealth LLC4,356$465K0.0%N/A0.007%
4/14/2025 Farther Finance Advisors LLC11,179$1.19M0.0%+54.2%0.018%
4/14/2025 First Citizens Bank & Trust Co.5,768$615K0.0%-5.9%0.009%
4/14/2025 UMB Bank n.a.5,963$636K0.0%+129.3%0.010%
4/11/2025 Elk River Wealth Management LLC171,926$18.34M3.4%+4.3%0.275%
4/11/2025 Foster Group Inc.139,030$14.83M0.6%+5.0%0.222%
4/10/2025 Cypress Wealth Services LLC5,862$625K0.1%-20.3%0.009%
4/10/2025 LS Investment Advisors LLC13,668$1.46M0.2%-12.3%0.022%
4/10/2025 Richard P Slaughter Associates Inc4,049$432K0.1%-3.8%0.006%
4/10/2025 CGN Advisors LLC4,929$526K0.1%-12.4%0.008%
4/9/2025 Merit Financial Group LLC10,665$1.14M0.0%+7.4%0.017%
4/9/2025 Anderson Hoagland & Co.44,205$4.71M0.6%+48.6%0.071%
4/9/2025 Graves Light Lenhart Wealth Inc.2,344$250K0.0%-37.8%0.004%
4/9/2025 Sweeney & Michel LLC2,142$228K0.1%N/A0.003%
4/9/2025 NBC Securities Inc.536$57K0.0%N/A0.001%
4/8/2025 Rhumbline Advisers13,195$1.41M0.0%N/A0.021%
4/8/2025 Cerro Pacific Wealth Advisors LLC79,143$8.36M2.8%+3.6%0.126%
4/8/2025 Parallel Advisors LLC54,209$5.78M0.1%-7.7%0.087%
4/7/2025 GAMMA Investing LLC8,212$876K0.0%+2,498.7%0.013%
4/3/2025 First Citizens Financial Corp3,741$399K0.2%+13.0%0.006%
4/1/2025 Stonehearth Capital Management LLC307,792$32.83M13.6%-17.2%0.492%
3/17/2025Wealth Enhancement Advisory Services LLC24,403$2.58M0.0%-20.2%0.037%
2/25/2025Heck Capital Advisors LLC675$71K0.0%N/A0.001%
2/25/2025B. Riley Wealth Advisors Inc.11,059$1.17M0.0%-17.0%0.016%
2/21/2025Ascent Group LLC2,726$288K0.0%-11.4%0.004%
2/18/2025Sunbelt Securities Inc.1,156$122K0.0%-11.1%0.002%
2/18/2025GTS Securities LLC59,993$6.34M0.3%+207.6%0.089%
2/18/202510Elms LLP13,077$1.38M1.4%N/A0.019%
2/18/2025Focus Partners Advisor Solutions LLC26,600$2.81M0.0%+15.1%0.039%
2/18/2025Glen Eagle Advisors LLC678$72K0.0%+421.5%0.001%
2/17/2025Nan Shan Life Insurance Co. Ltd.228,525$24.14M0.6%-44.9%0.338%
2/17/2025Millennium Management LLC3,541$374K0.0%-82.4%0.005%
2/17/2025Focus Partners Wealth88,069$9.30M0.0%+3.1%0.130%
2/17/2025Family Management Corp33,127$3.50M0.6%N/A0.049%
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2/17/2025Driehaus Capital Management LLC3,095$327K0.0%-3.3%0.005%
2/17/2025EPG Wealth Management LLC2,051$217K0.1%-21.0%0.003%
2/17/2025EP Wealth Advisors LLC25,915$2.74M0.0%-6.0%0.038%
2/17/2025CoreCap Advisors LLC441$47K0.0%-27.6%0.001%
2/17/2025Cresset Asset Management LLC102,198$10.79M0.1%+8.1%0.151%
2/17/2025Cubist Systematic Strategies LLC2,639$279K0.0%N/A0.004%
2/17/2025Cetera Investment Advisers77,215$8.16M0.0%-0.2%0.114%
2/17/2025Citadel Advisors LLC40,066$4.23M0.0%+921.0%0.059%
2/17/2025Cary Street Partners Financial LLC5,997$633K0.0%N/A0.009%
2/17/2025Baird Financial Group Inc.17,627$1.86M0.0%+3.5%0.026%
2/17/2025Bank of America Corp DE1,844,430$194.79M0.0%+1.3%2.730%
2/17/2025BNP Paribas Financial Markets1,207,025$127.47M0.1%+9,534.6%1.787%
2/17/2025Ameriprise Financial Inc.158,817$16.77M0.0%-3.0%0.235%
2/17/2025Aptus Capital Advisors LLC52,909$5.59M0.1%-2.7%0.078%
2/17/2025Apex Wealth Management LLC18,606$1.97M1.7%N/A0.028%
2/14/2025Mercer Global Advisors Inc. ADV1,515,932$160.10M0.4%-14.7%2.244%
2/14/2025Eagle Strategies LLC18,006$1.90M0.3%+1.2%0.027%
2/14/2025Jane Street Group LLC8,329$880K0.0%N/A0.012%
2/14/2025Comerica Bank14,630$1.55M0.0%-3.4%0.022%
2/14/2025Lido Advisors LLC35,958$3.80M0.0%-11.2%0.053%
2/14/2025Kovitz Investment Group Partners LLC55,459$5.86M0.0%+0.2%0.082%
2/14/2025Integrated Wealth Concepts LLC147,314$15.56M0.2%-45.6%0.218%
2/14/2025Susquehanna International Group LLP57,244$6.05M0.0%+1,132.4%0.085%
2/14/2025IHT Wealth Management LLC3,326$351K0.0%-6.5%0.005%
2/14/2025Stifel Financial Corp12,220$1.29M0.0%+5.4%0.018%
2/14/2025OneDigital Investment Advisors LLC54,626$5.77M0.1%-3.7%0.081%
2/14/2025Tower Research Capital LLC TRC 22,811$2.41M0.0%N/A0.034%
2/14/2025MML Investors Services LLC56,190$5.93M0.0%+0.4%0.083%
2/14/2025Natixis2,078$219K0.0%N/A0.003%
2/14/2025Concourse Financial Group Securities Inc.446$49K0.0%-44.7%0.001%
2/13/2025NewEdge Advisors LLC10,740$1.13M0.0%+50.6%0.016%
2/13/2025Insigneo Advisory Services LLC8,039$849K0.1%-33.2%0.012%
2/13/2025United Capital Financial Advisors LLC6,700$708K0.0%-12.2%0.010%
2/13/2025CreativeOne Wealth LLC10,420$1.10M0.0%-6.6%0.015%
2/13/2025Mariner LLC47,634$5.03M0.0%-9.2%0.071%
2/13/2025SageView Advisory Group LLC13,485$1.42M0.1%-6.1%0.020%
2/13/2025Sagespring Wealth Partners LLC2,259$239K0.0%N/A0.003%
2/13/2025Bessemer Group Inc.2,909$307K0.0%-3.3%0.004%
2/13/2025Waddell & Associates LLC48,933$5.17M0.5%-8.5%0.072%
2/13/2025Raymond James Financial Inc.258,276$27.28M0.0%N/A0.382%
2/13/2025Advisory Services Network LLC22,675$2.40M0.0%-1.4%0.034%
2/13/2025Cerity Partners LLC734,076$77.53M0.2%+0.7%1.087%
2/13/2025Russell Investments Group Ltd.3,762$397K0.0%+42.3%0.006%
2/13/2025Envestnet Asset Management Inc.1,694,095$178.91M0.1%-0.8%2.508%
2/13/2025Wells Fargo & Company MN231,301$24.43M0.0%-2.1%0.342%
2/13/2025Prudential PLC11,855$1.25M0.0%+153.6%0.018%
2/12/2025Arete Wealth Advisors LLC4,258$450K0.0%+25.7%0.006%
2/12/2025Headlands Technologies LLC1,498$158K0.0%N/A0.002%
2/12/2025O Shaughnessy Asset Management LLC3,696$390K0.0%+12.2%0.005%
2/12/2025Physician Wealth Advisors Inc.9,534$1.01M0.2%+2.1%0.014%
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2/12/2025Intrust Bank NA249,255$26.32M2.7%+13.3%0.369%
2/12/2025Level Four Advisory Services LLC2,900$306K0.0%-4.0%0.004%
2/12/2025Orion Portfolio Solutions LLC16,027$1.69M0.0%-1.9%0.024%
2/12/2025Nomura Asset Management Co. Ltd.31,300$3.31M0.0%-6.8%0.046%
2/12/2025JPMorgan Chase & Co.407,952$43.08M0.0%+7.1%0.604%
2/12/2025Financial Engines Advisors L.L.C.3,247$343K0.0%-4.8%0.005%
2/11/2025Signature Estate & Investment Advisors LLC5,795$612K0.0%-4.9%0.009%
2/11/2025CoreFirst Bank & Trust802$85K0.1%N/A0.001%
2/11/2025Haverford Trust Co89,366$9.44M0.1%-0.2%0.132%
2/11/2025Interchange Capital Partners LLC38,147$4.03M1.5%-8.1%0.056%
(Data available from 1/1/2016 forward)

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VLUE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VLUE shares?

During the previous two years, 459 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. ($484.55M), Matson Money. Inc. ($365.20M), Bank of America Corp DE ($194.79M), Envestnet Asset Management Inc. ($178.91M), Franklin Resources Inc. ($161.97M), and Mercer Global Advisors Inc. ADV ($160.10M).Learn more on VLUE's institutional investors.

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

Of the 311 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 ($43.09M), Summit Wealth Group LLC ($6.89M), Modera Wealth Management LLC ($1.80M), GFG Capital LLC ($1.43M), BNP Paribas Financial Markets ($1.21M), Matson Money. Inc. ($853.50K), and Cerity Partners LLC ($833.47K).

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

Institutional investors have bought a total of 63,312,235 shares in the last 24 months. This purchase volume represents approximately $5.99B in transactions.

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

Of the 294 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: Envestnet Asset Management Inc. ($2.66M), Mercer Global Advisors Inc. ADV ($2.00M), Signature Estate & Investment Advisors LLC ($1.57M), CWM LLC ($880.87K), LPL Financial LLC ($799.44K), Thrivent Financial for Lutherans ($540.27K), and M&T Bank Corp ($505.10K).

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

Institutional investors have sold a total of 16,198,596 shares in the last 24 months. This volume of shares sold represents approximately $1.57B in transactions.


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This page (BATS:VLUE) was last updated on 4/16/2025 by MarketBeat.com Staff
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