Who Owns iShares MSCI USA Value Factor ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares MSCI USA Value Factor ETF.
Who crossed 5% of VLUE →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Insight Wealth Strategies, LLCMSCI USA VALUE138.5K shtrimmed | $27.4M |
| Tactive Advisors, LLCMSCI USA VALUE39.3K shadded | $7.8M |
| JUNCTURE WEALTH STRATEGIES, LLCMSCI USA VALUE19.1K shadded | $3.8M |
| Farther Finance Advisors, LLCETF15.4K shadded | $3M |
| GILPIN WEALTH MANAGEMENT, LLCMSCI USA VALUE12.6K shtrimmed | $2.5M |
| Breakwater Capital GroupMSCI USA VALUE4.1K shtrimmed | $807.2K |
| Wedmont Private CapitalMSCI USA VALUE3.8K sh— | $760.2K |
| Apella Capital, LLCMSCI USA VALUE3.8K shtrimmed | $758.1K |
| Friday FinancialMSCI USA VALUE3.6K shheld | $714.9K |
| Galvin, Gaustad & Stein, LLCMSCI USA VALUE3.5K shadded | $684K |
| Acropolis Investment Management, LLCMSCI USA VALUE3.1K shheld | $620.7K |
| Taylor & Morgan Wealth Management, LLCMSCI USA VALUE2.7K shadded | $526.4K |
| Avidian Wealth Enterprises, LLCMSCI USA VALUE1.9K shtrimmed | $366.3K |
| Vilga Financial Planning LLCMSCI USA VALUE1.7K shheld | $342.5K |
| Successful Portfolios LLCMSCI USA VALUE1.6K shadded | $313.8K |
| Rosenberg Matthew HamiltonETF735 shtrimmed | $145.5K |
| CoreCap Advisors, LLCETF282 shtrimmed | $55.9K |
| ARMSTRONG ADVISORY GROUP, INCMSCI USA VALUE279 shheld | $55.2K |
| GAMMA Investing LLCETF205 shheld | $40.6K |
| Trust CoETF115 shheld | $22.8K |
| ATWOOD & PALMER INCCOM28 shheld | $5.5K |
| Central Pacific Bank - Trust DivisionMSCI USA VALUE11 shheld | $2.2K |
| Retirement Wealth Solutions LLCMSCI USA VALUE2 shheld | $302 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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