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iShares MSCI USA Value Factor ETF (VLUE) Institutional Ownership

iShares MSCI USA Value Factor ETF logo
$111.63 +4.81 (+4.50%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$111.64 +0.01 (+0.01%)
As of 02/21/2025 07:35 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 Polygon.io. 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)
179
Total
Institutional Inflows
(last 12 months)
$514.86M
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$418.36M
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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
2/21/2025Ascent Group LLC2,726$288K0.0%-11.4%0.004%
2/18/2025 Sunbelt Securities Inc.1,156$122K0.0%-11.1%0.002%
2/18/2025 GTS Securities LLC59,993$6.34M0.3%+207.6%0.089%
2/18/2025 10Elms LLP13,077$1.38M1.4%N/A0.019%
2/18/2025 Focus Partners Advisor Solutions LLC26,600$2.81M0.0%+15.1%0.039%
2/18/2025 Glen Eagle Advisors LLC678$72K0.0%+421.5%0.001%
2/17/2025 Nan Shan Life Insurance Co. Ltd.228,525$24.14M0.6%-44.9%0.338%
2/17/2025 Millennium Management LLC3,541$374K0.0%-82.4%0.005%
2/17/2025 Focus Partners Wealth88,069$9.30M0.0%+3.1%0.130%
2/17/2025 Family Management Corp33,127$3.50M0.6%N/A0.049%
2/17/2025 Driehaus Capital Management LLC3,095$327K0.0%-3.3%0.005%
2/17/2025 EPG Wealth Management LLC2,051$217K0.1%-21.0%0.003%
2/17/2025 EP Wealth Advisors LLC25,915$2.74M0.0%-6.0%0.038%
2/17/2025 CoreCap Advisors LLC441$47K0.0%-27.6%0.001%
2/17/2025 Cresset Asset Management LLC102,198$10.79M0.1%+8.1%0.151%
2/17/2025 Cubist Systematic Strategies LLC2,639$279K0.0%N/A0.004%
2/17/2025 Cetera Investment Advisers77,215$8.16M0.0%-0.2%0.114%
2/17/2025 Citadel Advisors LLC40,066$4.23M0.0%+921.0%0.059%
2/17/2025 Cary Street Partners Financial LLC5,997$633K0.0%N/A0.009%
2/17/2025 Baird Financial Group Inc.17,627$1.86M0.0%+3.5%0.026%
2/17/2025 Bank of America Corp DE1,844,430$194.79M0.0%+1.3%2.730%
2/17/2025 BNP Paribas Financial Markets1,207,025$127.47M0.1%+9,534.6%1.787%
2/17/2025 Ameriprise Financial Inc.158,817$16.77M0.0%-3.0%0.235%
2/17/2025 Aptus Capital Advisors LLC52,909$5.59M0.1%-2.7%0.078%
2/17/2025 Apex Wealth Management LLC18,606$1.97M1.7%N/A0.028%
2/14/2025 Mercer Global Advisors Inc. ADV1,515,932$160.10M0.4%-14.7%2.244%
2/14/2025 Eagle Strategies LLC18,006$1.90M0.3%+1.2%0.027%
2/14/2025 Jane Street Group LLC8,329$880K0.0%N/A0.012%
2/14/2025 Comerica Bank14,630$1.55M0.0%-3.4%0.022%
2/14/2025 Lido Advisors LLC35,958$3.80M0.0%-11.2%0.053%
2/14/2025 Kovitz Investment Group Partners LLC55,459$5.86M0.0%+0.2%0.082%
2/14/2025 Integrated Wealth Concepts LLC147,314$15.56M0.2%-45.6%0.218%
2/14/2025 Susquehanna International Group LLP57,244$6.05M0.0%+1,132.4%0.085%
2/14/2025 IHT Wealth Management LLC3,326$351K0.0%-6.5%0.005%
2/14/2025 Stifel Financial Corp12,220$1.29M0.0%+5.4%0.018%
2/14/2025 OneDigital Investment Advisors LLC54,626$5.77M0.1%-3.7%0.081%
2/14/2025 Tower Research Capital LLC TRC 22,811$2.41M0.0%N/A0.034%
2/14/2025 MML Investors Services LLC56,190$5.93M0.0%+0.4%0.083%
2/14/2025 Natixis2,078$219K0.0%N/A0.003%
2/14/2025 Concourse Financial Group Securities Inc.446$49K0.0%-44.7%0.001%
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2/13/2025 NewEdge Advisors LLC10,740$1.13M0.0%+50.6%0.016%
2/13/2025 Insigneo Advisory Services LLC8,039$849K0.1%-33.2%0.012%
2/13/2025 United Capital Financial Advisors LLC6,700$708K0.0%-12.2%0.010%
2/13/2025 CreativeOne Wealth LLC10,420$1.10M0.0%-6.6%0.015%
2/13/2025 Mariner LLC47,634$5.03M0.0%-9.2%0.071%
2/13/2025 SageView Advisory Group LLC13,485$1.42M0.1%-6.1%0.020%
2/13/2025 Sagespring Wealth Partners LLC2,259$239K0.0%N/A0.003%
2/13/2025 Bessemer Group Inc.2,909$307K0.0%-3.3%0.004%
2/13/2025 Waddell & Associates LLC48,933$5.17M0.5%-8.5%0.072%
2/13/2025 Raymond James Financial Inc.258,276$27.28M0.0%N/A0.382%
2/13/2025 Advisory Services Network LLC22,675$2.40M0.0%-1.4%0.034%
2/13/2025 Cerity Partners LLC734,076$77.53M0.2%+0.7%1.087%
2/13/2025 Russell Investments Group Ltd.3,762$397K0.0%+42.3%0.006%
2/13/2025 Envestnet Asset Management Inc.1,694,095$178.91M0.1%-0.8%2.508%
2/13/2025 Wells Fargo & Company MN231,301$24.43M0.0%-2.1%0.342%
2/13/2025 Prudential PLC11,855$1.25M0.0%+153.6%0.018%
2/12/2025 Arete Wealth Advisors LLC4,258$450K0.0%+25.7%0.006%
2/12/2025 Headlands Technologies LLC1,498$158K0.0%N/A0.002%
2/12/2025 O Shaughnessy Asset Management LLC3,696$390K0.0%+12.2%0.005%
2/12/2025 Physician Wealth Advisors Inc.9,534$1.01M0.2%+2.1%0.014%
2/12/2025 Intrust Bank NA249,255$26.32M2.7%+13.3%0.369%
2/12/2025 Level Four Advisory Services LLC2,900$306K0.0%-4.0%0.004%
2/12/2025 Orion Portfolio Solutions LLC16,027$1.69M0.0%-1.9%0.024%
2/12/2025 Nomura Asset Management Co. Ltd.31,300$3.31M0.0%-6.8%0.046%
2/12/2025 JPMorgan Chase & Co.407,952$43.08M0.0%+7.1%0.604%
2/12/2025 Financial Engines Advisors L.L.C.3,247$343K0.0%-4.8%0.005%
2/11/2025 Signature Estate & Investment Advisors LLC5,795$612K0.0%-4.9%0.009%
2/11/2025 CoreFirst Bank & Trust802$85K0.1%N/A0.001%
2/11/2025 Haverford Trust Co89,366$9.44M0.1%-0.2%0.132%
2/11/2025 Interchange Capital Partners LLC38,147$4.03M1.5%-8.1%0.056%
2/11/2025 Syntax Research Inc.72,680$7.68M5.5%+0.7%0.108%
2/11/2025 Jackson Thornton Wealth Management LLC23,407$2.47M0.3%+4.5%0.035%
2/11/2025 Meridian Wealth Partners LLC167,139$17.65M2.7%+3.2%0.247%
2/11/2025 LPL Financial LLC530,755$56.05M0.0%-21.5%0.786%
2/11/2025 Plancorp LLC8,492$897K0.0%+25.5%0.013%
2/11/2025 HUB Investment Partners LLC3,081$325K0.0%-26.0%0.005%
2/11/2025 Strategic Financial Services Inc.25,280$2.67M0.2%-85.1%0.037%
2/11/2025 Sandy Spring Bank257$27K0.0%-28.0%0.000%
2/11/2025 Stokes Family Office LLC3,091$326K0.0%-28.0%0.005%
2/10/2025 Horizon Investments LLC326,422$34.47M1.0%N/A0.483%
2/10/2025 Thrivent Financial for Lutherans15,847$1.67M0.0%-14.7%0.023%
2/10/2025 Clearwater Capital Advisors LLC3,629$383K0.0%-4.2%0.005%
2/10/2025 Signaturefd LLC80,404$8.49M0.2%-1.4%0.119%
2/10/2025 Parallel Advisors LLC58,712$6.20M0.1%-6.4%0.087%
2/10/2025 Harbour Investments Inc.13,994$1.48M0.0%-3.5%0.021%
2/10/2025 Corient Private Wealth LLC14,583$1.54M0.0%-33.2%0.022%
2/10/2025 Envestnet Portfolio Solutions Inc.16,495$1.74M0.0%+47.9%0.024%
2/10/2025 Greykasell Wealth Strategies Inc.2,548$269K0.1%N/A0.004%
2/10/2025 Commonwealth Equity Services LLC186,515$19.70M0.0%-14.5%0.276%
2/10/2025 CFO4Life Group LLC267,485$28.25M5.0%+2.4%0.396%
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2/10/2025 Avantax Advisory Services Inc.12,788$1.35M0.0%+4.1%0.019%
2/10/2025 Essential Planning LLC.4,550$501K0.0%N/A0.007%
2/10/2025 Farther Finance Advisors LLC7,252$766K0.0%-11.1%0.011%
2/7/2025 PFG Advisors6,267$662K0.0%+4.5%0.009%
2/7/2025 HighTower Advisors LLC85,907$9.07M0.0%+6.4%0.127%
2/7/2025 Avantax Planning Partners Inc.12,520$1.32M0.0%-14.0%0.019%
2/7/2025 Dorsey & Whitney Trust CO LLC28,675$3.03M0.2%-5.0%0.042%
2/7/2025 PNC Financial Services Group Inc.601,813$63.56M0.0%-3.0%0.891%
2/7/2025 Bank Julius Baer & Co. Ltd Zurich55,527$6.03M0.0%+59.0%0.082%
2/7/2025 EFG Asset Management Americas Corp.36,178$3.82M0.7%+19.0%0.054%
(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, 463 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 309 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 63,360,925 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 297 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), Cliftonlarsonallen Wealth Advisors LLC ($1.13M), CWM LLC ($880.87K), LPL Financial LLC ($799.44K), and Thrivent Financial for Lutherans ($540.27K).

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

Institutional investors have sold a total of 17,350,168 shares in the last 24 months. This volume of shares sold represents approximately $1.67B in transactions.


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This page (BATS:VLUE) was last updated on 2/22/2025 by MarketBeat.com Staff
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