Who Owns VLUE?
iShares MSCI USA Value Factor ETF — Institutional Ownership & 13F Holdings
$162.02
+2.12 (+1.33%)
Market Cap
$10.3B
Shares Outstanding
63,346,916
Institutional Holders
412
Total Inst. Value
$2.6B
% of Float Held
—
QoQ Holder Change
+128
Institutional data as of Q1 2025
New Positions
99
Closed Positions
41
Increased
103
Decreased
139
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Mason Investment Advisory Services, Inc. | $492.3M | 4,615,680 |
| 2 | Matson Money. Inc. | $286.4M | 2,685,713 |
| 3 | BANK OF AMERICA CORP /DE/ | $195.5M | 1,833,446 |
| 4 | BlackRock, Inc. | $167.6M | 1,571,257 |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $155.2M | 1,455,099 |
| 6 | Wharton Business Group, LLC | $138.8M | 1,301,911 |
| 7 | BNP PARIBAS FINANCIAL MARKETS | $129.7M | 1,216,019 |
| 8 | MORGAN STANLEY | $79.8M | 747,848 |
| 9 | UBS Group AG | $58.6M | 549,755 |
| 10 | FMR LLC | $51.4M | 481,877 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Mason Investment Advisory Services, Inc. | +28K | $492.3M |
| BlackRock, Inc. | +52K | $167.6M |
| Wharton Business Group, LLC | +6K | $138.8M |
| BNP PARIBAS FINANCIAL MARKETS | +9K | $129.7M |
| FMR LLC | +131K | $51.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Matson Money. Inc. | -772K | $286.4M |
| ENVESTNET ASSET MANAGEMENT INC | -210K | $158K |
| CFO4Life Group, LLC | -192K | $8K |
| M&T BANK CORP | -167K | $947K |
| Trilogy Capital Inc. | -150K | $3.8M |
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Frequently Asked Questions
How many institutional investors hold VLUE?
As of Q1 2025, 412 institutional investors report holding VLUE (iShares MSCI USA Value Factor ETF) in their 13F filings.
Which hedge fund owns the most VLUE?
The largest institutional holder of VLUE is Mason Investment Advisory Services, Inc. with $492.3M in shares.
Are institutions buying or selling VLUE?
This quarter, 99 institutions opened new positions in VLUE and 41 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.