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iShares MSCI USA Value Factor ETF (VLUE) Institutional Ownership

iShares MSCI USA Value Factor ETF logo
$116.99 +10.17 (+9.52%)
Closing price 03:55 PM Eastern
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$116.98 -0.01 (-0.01%)
As of 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)
219
Total
Institutional Inflows
(last 12 months)
$1.79B
Number of
Institutional Sellers
(last 12 months)
214
Total
Institutional Outflows
(last 12 months)
$735.46M
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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
8/15/2025TLT Family Holdco ULC139,000$15.74M1.2%N/A0.236%
8/15/2025Corient Private Wealth LLC12,490$1.41M0.0%-3.0%0.021%
8/15/2025 Two Sigma Securities LLC6,277$711K0.1%-41.0%0.011%
8/15/2025 Smartleaf Asset Management LLC325$37K0.0%+69.3%0.001%
8/15/2025 Orion Porfolio Solutions LLC194,672$22.04M0.2%+1,194.2%0.330%
8/15/2025 MML Investors Services LLC59,887$6.78M0.0%-0.8%0.102%
8/15/2025 Great Valley Advisor Group Inc.7,223$818K0.0%-4.6%0.012%
8/15/2025 EP Wealth Advisors LLC25,019$2.83M0.0%-1.8%0.042%
8/15/2025 BNP Paribas Financial Markets257,223$29.12M0.0%-78.8%0.436%
8/15/2025 Bank of America Corp DE1,751,866$198.33M0.0%-4.4%2.972%
8/15/2025 Ameriprise Financial Inc.124,480$14.09M0.0%+1.3%0.211%
8/14/2025 Jane Street Group LLC5,020$568K0.0%N/A0.009%
8/14/2025 Ausdal Financial Partners Inc.7,166$811K0.1%-1.3%0.012%
8/14/2025 NCM Capital Management LLC13,142$1.49M0.6%+3.3%0.022%
8/14/2025 Raymond James Financial Inc.231,988$26.26M0.0%-13.6%0.394%
8/14/2025 Lavaca Capital LLC1,101$125K0.0%-28.7%0.002%
8/14/2025 Becker Capital Management Inc.2,572$291K0.0%N/A0.004%
8/14/2025 NewEdge Advisors LLC9,854$1.12M0.0%-3.4%0.017%
8/14/2025 CoreFirst Bank & Trust802$91K0.1%N/A0.001%
8/14/2025 SVB Wealth LLC47,935$5.43M0.3%-31.7%0.081%
8/14/2025 Cary Street Partners Financial LLC5,131$581K0.0%-13.9%0.009%
8/14/2025 Cerity Partners LLC67,429$7.63M0.0%-91.2%0.114%
8/13/2025 Financial & Tax Architects LLC18,060$2.05M0.5%-3.9%0.031%
8/13/2025 Flow Traders U.S. LLC24,204$2.74M0.1%+34.2%0.041%
8/13/2025 Cresset Asset Management LLC97,003$10.98M0.0%-0.2%0.165%
8/13/2025 Baird Financial Group Inc.16,766$1.90M0.0%-1.5%0.028%
8/13/2025 CW Advisors LLC156,489$17.72M0.2%N/A0.265%
8/13/2025 M&T Bank Corp450,119$50.96M0.2%-19.0%0.764%
8/13/2025 Lido Advisors LLC23,750$2.69M0.0%-14.3%0.040%
8/13/2025 Meridian Wealth Partners LLC175,147$19.83M2.9%+3.8%0.297%
8/13/2025 Level Four Advisory Services LLC2,321$263K0.0%-20.1%0.004%
8/13/2025 Northwestern Mutual Wealth Management Co.21,582,330$2.44B1.8%+4.4%36.611%
8/13/2025 Elevation Point Wealth Partners LLC3,673$416K0.0%N/A0.006%
8/13/2025 Choreo LLC4,117$466K0.0%-22.0%0.007%
8/13/2025 Russell Investments Group Ltd.6,635$751K0.0%+18.8%0.011%
8/12/2025 J.W. Cole Advisors Inc.2,475$280K0.0%N/A0.004%
8/12/2025 Steward Partners Investment Advisory LLC61,130$6.92M0.1%-23.0%0.104%
8/12/2025 CreativeOne Wealth LLC10,832$1.23M0.0%+5.3%0.018%
8/12/2025 Global Retirement Partners LLC4,706$533K0.0%N/A0.008%
8/12/2025Jefferies Financial Group Inc.20,000$2.26M0.0%-72.2%0.034%
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8/12/2025 Soundwatch Capital LLC295,080$33.41M0.2%N/A0.501%
8/12/2025 Guerra Pan Advisors LLC3,994$452K0.3%-3.2%0.007%
8/12/2025 Rhumbline Advisers5,398$611K0.0%-59.1%0.009%
8/12/2025 Journey Strategic Wealth LLC10,204$1.16M0.0%-33.0%0.017%
8/12/2025 MAI Capital Management1,544$175K0.0%-9.1%0.003%
8/12/2025 JPMorgan Chase & Co.392,213$44.40M0.0%-4.5%0.665%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich17,840$2.02M0.0%-41.0%0.030%
8/12/2025 Prudential PLC14,435$1.63M0.0%+59.6%0.024%
8/12/2025 EFG Asset Management Americas Corp.73,538$8.33M1.5%+106.5%0.125%
8/11/2025 Greykasell Wealth Strategies Inc.1,933$219K0.1%-18.3%0.003%
8/11/2025 Intrust Bank NA260,570$29.50M2.6%+4.4%0.442%
8/8/2025 Cetera Investment Advisers54,813$6.21M0.0%-26.8%0.093%
8/8/2025 Creative Planning13,837$1.57M0.0%+11.7%0.023%
8/8/2025 Meridian Wealth Management LLC6,064$686K0.0%-12.9%0.010%
8/8/2025 Foundations Investment Advisors LLC21,987$2.49M0.0%+8.4%0.037%
8/8/2025 CFO4Life Group LLC69,402$7.86M1.2%-8.3%0.118%
8/8/2025 Clearstead Trust LLC780$88K0.0%N/A0.001%
8/8/2025 PNC Financial Services Group Inc.571,846$64.74M0.0%-1.9%0.970%
8/8/2025 Apex Wealth Management LLC19,355$2.19M1.8%+3.4%0.033%
8/7/2025 Addison Advisors LLC118,120$13.37M3.3%-0.6%0.200%
8/7/2025 PFG Advisors7,381$836K0.0%-6.2%0.013%
8/7/2025 FDx Advisors Inc.16,240$1.84M0.6%-41.1%0.028%
8/6/2025 Cannon Financial Strategists Inc.19,326$2.19M0.3%-29.2%0.033%
8/6/2025 AE Wealth Management LLC2,152$244K0.0%-20.0%0.004%
8/6/2025 Sage Advisory Services Ltd.Co.32,128$3.64M2.0%-37.0%0.055%
8/6/2025 Savant Capital LLC29,672$3.36M0.0%-6.4%0.050%
8/6/2025 Golden State Wealth Management LLC2,576$292K0.0%+24.1%0.004%
8/6/2025 Summit Wealth Group LLC15,253$1.73M0.4%-63.9%0.026%
8/5/2025 Mason Investment Advisory Services Inc.4,664,066$528.02M28.8%+1.0%7.912%
8/5/2025 Magnolia Capital Advisors LLC23,187$2.63M0.7%+46.6%0.039%
8/5/2025 Bank of New York Mellon Corp69,905$7.91M0.0%-64.2%0.119%
8/5/2025 Sigma Planning Corp3,140$355K0.0%+9.0%0.005%
8/5/2025 State of Michigan Retirement System566,800$64.17M0.3%+27.1%0.961%
8/4/2025 Simon Quick Advisors LLC16,494$1.87M0.1%-4.4%0.028%
8/4/2025 Atria Investments Inc7,003$793K0.0%+4.3%0.012%
8/4/2025 Assetmark Inc.15,353$1.74M0.0%-27.3%0.026%
8/4/2025 Keybank National Association OH10,048$1.14M0.0%-9.2%0.017%
8/4/2025 Spire Wealth Management396$45K0.0%-88.7%0.001%
8/4/2025 Daymark Wealth Partners LLC1,838$208K0.0%N/A0.003%
8/4/2025 Mayflower Financial Advisors LLC3,669$415K0.1%-24.9%0.006%
8/1/2025 JDH Wealth Management LLC17,838$2.02M1.5%+12.3%0.030%
8/1/2025 Y Intercept Hong Kong Ltd4,473$506K0.0%N/A0.008%
8/1/2025 Bessemer Group Inc.2,180$247K0.0%-23.6%0.004%
8/1/2025 First Command Advisory Services Inc.710$80K0.0%-32.1%0.001%
8/1/2025 MorganRosel Wealth Management LLC17,626$2.00M0.5%+7.2%0.030%
8/1/2025 Envestnet Asset Management Inc.1,397,313$158.19M0.0%-5.8%2.370%
7/31/2025 Darden Wealth Group Inc6,179$700K0.4%-9.1%0.010%
7/31/2025 Interchange Capital Partners LLC38,647$4.38M1.0%+0.7%0.066%
7/31/2025 Focus Partners Advisor Solutions LLC56,327$6.38M0.1%+116.1%0.096%
7/31/2025 Carrera Capital Advisors4,812$545K0.1%-20.0%0.008%
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7/30/2025 First Citizens Bank & Trust Co.4,710$533K0.0%-18.3%0.008%
7/30/2025 Bleakley Financial Group LLC16,884$1.91M0.0%-5.1%0.029%
7/30/2025 Brookstone Capital Management4,559$516K0.0%+52.3%0.008%
7/30/2025 Matson Money. Inc.2,601,261$294.49M10.2%-3.1%4.413%
7/30/2025 Avidian Wealth Enterprises LLC190,257$21.54M0.9%+3.4%0.323%
7/29/2025 FLC Capital Advisors3,426$388K0.1%-23.6%0.006%
7/29/2025 Chicago Partners Investment Group LLC6,088$709K0.0%-20.6%0.010%
7/29/2025 Signature Estate & Investment Advisors LLC5,090$576K0.0%-12.2%0.009%
7/29/2025 Private Trust Co. NA643$73K0.0%-32.9%0.001%
7/28/2025 WealthPlan Investment Management LLC1,949$221K0.0%N/A0.003%
(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, 443 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. ($2.44B), Mason Investment Advisory Services Inc. ($528.02M), Matson Money. Inc. ($294.49M), Bank of America Corp DE ($198.33M), Franklin Resources Inc. ($161.97M), Mercer Global Advisors Inc. ADV ($160.10M), and Envestnet Asset Management Inc. ($158.19M).Learn more on iShares MSCI USA Value Factor ETF's institutional investors.

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

Of the 315 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. ($8.73M), Northwestern Mutual Wealth Management Co. ($1.92M), Modera Wealth Management LLC ($1.80M), BNP Paribas Financial Markets ($1.22M), Raymond James Financial Inc. ($526.67K), Wharton Business Group LLC ($500.61K), and Matson Money. Inc. ($495.31K).

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

Institutional investors have bought a total of 16,541,350 shares in the last 24 months. This purchase volume represents approximately $1.77B in transactions.

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

Of the 214 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: Matson Money. Inc. ($1.10M), BNP Paribas Financial Markets ($958.80K), Cerity Partners LLC ($699.98K), M&T Bank Corp ($584.78K), Envestnet Asset Management Inc. ($310.04K), Mercer Global Advisors Inc. ADV ($262.25K), and Nan Shan Life Insurance Co. Ltd. ($209.69K).

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

Institutional investors have sold a total of 6,750,667 shares in the last 24 months. This volume of shares sold represents approximately $735.42M in transactions.


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This page (BATS:VLUE) was last updated on 8/15/2025 by MarketBeat.com Staff
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