Who owns VLUE?
iShares MSCI USA Value Factor ETF · iShares
624 institutions reported holding VLUE, worth $6.8B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of VLUE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Mason Investment Advisory Services, Inc. | Reston, VA | $893.4M | 4,471,056 | −173,829 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $659.9M | 3,302,880 | −19,725,283 shares |
| Matson Money. Inc. | Mason, OH | $456.8M | 2,285,925 | −169,733 shares |
| Bank of America Corp. | Charlotte, NC | $296.0M | 1,481,507 | −130,779 shares |
| BlackRock, Inc. | New York, NY | $268.7M | 1,344,791 | −209,318 shares |
| Mercer Global Advisors Inc. | Denver, CO | $225.3M | 1,127,613 | −54,636 shares |
| Wharton Business Group, LLC | Malvern, PA | $213.1M | 1,066,732 | −86,740 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $206.6M | 1,033,896 | −252,423 shares |
| LPL Financial LLC | Fort Mill, SC | $196.1M | 981,271 | +41,912 shares |
| Morgan Stanley | New York, NY | $184.8M | 924,975 | −2,109 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns VLUE?
624 institutional managers reported holding VLUE in Form 13F filings for June 30, 2026, worth $6.8B in total. The largest reported position was held by Mason Investment Advisory Services, Inc., at $893.4M.
Did institutions buy or sell VLUE last quarter?
Reported 13F value fell 10.4% from March 31, 2026, which includes price moves as well as buying and selling. 127 firms reported a new position and 36 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is VLUE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.