ISHARES MSCI USA VALUE FACTO (VLUE) Institutional Shareholders
ISHARES MSCI USA VALUE FACTO (VLUE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.02B in VLUE holdings during the latest filing period.
Mason Investment Advisory Services, Inc. is currently the largest disclosed institutional shareholder of VLUE tracked by InsiderSet, reporting ownership valued at approximately $893.36M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $899.44M, representing an estimated gain of +0.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed VLUE value among the investors covered in this analysis. Major shareholders include Mason Investment Advisory Services, Inc., Matson Money. Inc., Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES MSCI USA VALUE FACTO (VLUE).
This page ranks the largest institutional VLUE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
614
Total Reported Value
$6.02B
Largest Holder
Mason Investment Advisory Services, Inc.
Largest Position
$893.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mason Investment Advisory Services, Inc. | 33.98% | 4,471,056 | $893,361,649 | $899,442,336 | +$6,080,687 | +0.68% | |
| Matson Money. Inc. | 12.72% | 2,285,925 | $456,750,674 | $459,859,532 | +$3,108,858 | +0.68% | |
| Bank Of America Corp | 0.02% | 1,481,507 | $296,020,008 | $298,034,763 | +$2,014,755 | +0.68% | |
| Blackrock, Inc. | 0.00% | 1,344,791 | $268,702,722 | $270,531,605 | +$1,828,883 | +0.68% | |
| Mercer Global Advisors Inc | 0.28% | 1,127,613 | $225,308,398 | $226,841,907 | +$1,533,509 | +0.68% | |
| Wharton Business Group, Llc | 7.13% | 1,066,732 | $213,144,000 | $214,594,476 | +$1,450,476 | +0.68% | |
| Envestnet Asset Management Inc | 0.05% | 1,033,896 | $206,582,735 | $207,988,858 | +$1,406,123 | +0.68% | |
| Lpl Financial Llc | 0.04% | 981,271 | $196,067,683 | $197,402,287 | +$1,334,604 | +0.68% | |
| Morgan Stanley | 0.01% | 924,975 | $184,819,701 | $186,077,221 | +$1,257,520 | +0.68% | |
| Fmr Llc | 0.01% | 788,426 | $157,535,318 | $158,607,658 | +$1,072,340 | +0.68% | |
| Jpmorgan Chase & Co | 0.01% | 678,701 | $136,330,682 | $136,534,280 | +$203,598 | +0.15% | |
| Mainstay Capital Management Llc | 8.71% | 588,750 | $117,638,138 | $118,438,838 | +$800,700 | +0.68% | |
| Wells Fargo & Company/Mn | 0.02% | 586,569 | $117,202,362 | $118,000,086 | +$797,724 | +0.68% | |
| Marks Wealth, Llc | 23.42% | 541,454 | $108,187,976 | $108,924,301 | +$736,325 | +0.68% | |
| Pnc Financial Services Group, Inc. | 0.06% | 514,143 | $102,730,861 | $103,430,147 | +$699,286 | +0.68% | |
| Kathmere Capital Management, Llc | 4.54% | 427,319 | $85,382,609 | $85,963,763 | +$581,154 | +0.68% | |
| Two Sigma Investments, Lp | 0.05% | 347,900 | $69,513,899 | $69,987,043 | +$473,144 | +0.68% | |
| Prudential Plc | 0.36% | 330,000 | $65,937,300 | $66,386,100 | +$448,800 | +0.68% | |
| Ubs Group Ag | 0.01% | 328,620 | $65,661,562 | $66,108,485 | +$446,923 | +0.68% | |
| Focus Partners Wealth | 0.07% | 319,562 | $63,851,858 | $64,286,288 | +$434,430 | +0.68% | |
| Mml Investors Services, Llc | 0.12% | 301,994 | $60,341,431 | $60,752,133 | +$410,702 | +0.68% | |
| M&T Bank Corp | 0.17% | 282,246 | $56,395,722 | $56,779,428 | +$383,706 | +0.68% | |
| Ameriprise Financial Inc | 0.01% | 275,103 | $54,964,792 | $55,342,471 | +$377,679 | +0.69% | |
| Royal Bank Of Canada | 0.01% | 234,568 | $46,869,000 | $47,188,045 | +$319,045 | +0.68% | |
| Mullooly Asset Management, Inc. | 14.26% | 231,953 | $46,347,114 | $46,661,985 | +$314,871 | +0.68% | |
| State Of Michigan Retirement System | 0.19% | 218,300 | $43,618,523 | $43,915,411 | +$296,888 | +0.68% | |
| Tudor Investment Corp Et Al | 0.18% | 217,534 | $43,465,469 | $43,761,315 | +$295,846 | +0.68% | |
| Cwm, Llc | 0.11% | 289,852 | $41,214,050 | $58,309,527 | +$17,095,477 | +41.48% | |
| Marshall Wace, Llp | 0.03% | 199,422 | $39,846,510 | $40,117,724 | +$271,214 | +0.68% | |
| Osaic Holdings, Inc. | 0.04% | 185,025 | $36,988,480 | $37,221,479 | +$232,999 | +0.63% | |
| Meridian Wealth Partners, Llc | 4.12% | 170,213 | $34,010,296 | $34,241,749 | +$231,453 | +0.68% | |
| One Capital Management, Llc | 0.87% | 220,580 | $31,364,270 | $44,374,079 | +$13,009,809 | +41.48% | |
| Cetera Investment Advisers | 0.03% | 155,811 | $31,132,510 | $31,344,499 | +$211,989 | +0.68% | |
| Jones Financial Companies Lllp | 0.01% | 150,258 | $30,065,042 | $30,227,402 | +$162,360 | +0.54% | |
| Insight Wealth Strategies, Llc | 2.89% | 151,486 | $29,610,906 | $30,474,439 | +$863,533 | +2.92% | |
| Commonwealth Equity Services, Llc | 0.04% | 147,285 | $29,428,939 | $29,629,323 | +$200,384 | +0.68% | |
| Elk River Wealth Management Llc | 4.62% | 145,290 | $29,030,395 | $29,227,989 | +$197,594 | +0.68% | |
| Raymond James Financial Inc | 0.01% | 145,169 | $29,006,093 | $29,203,648 | +$197,555 | +0.68% | |
| Intrust Bank Na | 2.12% | 144,052 | $28,783,029 | $28,978,941 | +$195,912 | +0.68% | |
| Alphacore Capital Llc | 0.52% | 141,532 | $28,279,509 | $28,471,992 | +$192,483 | +0.68% | |
| Stonehearth Capital Management, Llc | 9.30% | 136,475 | $27,269,116 | $27,454,676 | +$185,560 | +0.68% | |
| Lido Advisors, Llc | 0.10% | 135,522 | $27,078,830 | $27,262,961 | +$184,131 | +0.68% | |
| Nan Shan Life Insurance Co., Ltd. | 0.81% | 128,980 | $25,771,494 | $25,946,907 | +$175,413 | +0.68% | |
| Foster Group, Inc. | 0.65% | 121,806 | $24,338,113 | $24,503,713 | +$165,600 | +0.68% | |
| Erste Asset Management Gmbh | 0.19% | 120,600 | $24,224,922 | $24,261,102 | +$36,180 | +0.15% | |
| Point72 Asset Management, L.P. | 0.04% | 120,134 | $24,003,975 | $24,167,357 | +$163,382 | +0.68% | |
| Integrated Wealth Concepts Llc | 0.11% | 115,746 | $23,128,728 | $23,284,623 | +$155,895 | +0.67% | |
| Avidian Wealth Enterprises, Llc | 0.62% | 112,651 | $22,508,793 | $22,662,002 | +$153,209 | +0.68% | |
| Advisorshares Investments Llc | 2.67% | 110,611 | $22,101,184 | $22,251,615 | +$150,431 | +0.68% | |
| Caisse De Depot Et Placement Du Quebec | 0.03% | 110,469 | $22,072,811 | $22,223,049 | +$150,238 | +0.68% |
Frequently asked questions about VLUE
Who owns the most VLUE stock?
The largest holders of VLUE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MSCI USA VALUE FACTO (VLUE).
Is VLUE widely held by superinvestors?
Many widely followed stocks like VLUE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VLUE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.