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Of the 6 tracked institutions holding VLUE, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +6.9pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 6 tracked institutional investors we monitor, VLUE (ISHARES TR) is held with a combined value of $468.40M across 2,344,238 shares. The largest holder is BlackRock, Inc. with a position worth $268.70M. CITADEL ADVISORS LLC opened a new position in the most recent quarter. 3 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$468.40M
Total Shares Held
2,344,238
Institutional Holders
6
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $268.70M | 0.00% | -13.5% |
| 2 | FMR LLC | $157.54M | 0.01% | +9.3% |
| 3 | Point72 Asset Management, L.P. | $24.00M | 0.04% | +162.4% |
| 4 | CITADEL ADVISORS LLC | $12.71M | 0.01% | New |
| 5 | AQR CAPITAL MANAGEMENT LLC | $5.22M | 0.00% | +55.2% |
| 6 | MILLENNIUM MANAGEMENT LLC | $225.78K | 0.00% | -90.9% |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of VLUE with a position worth $268.70M, representing 0.00% of their portfolio. In total, 6 institutional investors hold VLUE with a combined value of $468.40M.
In the most recent quarter, 1 fund opened a new position in VLUE. Additionally, 3 increased their holdings and 2 reduced their positions.
Institutional investors hold $468.40M worth of VLUE stock across 6 positions. The largest institutional holder is BlackRock, Inc. with $268.70M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For VLUE, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their VLUE positions.
Last Close
$195.11
2026-10-22
YTD
+41.8%
89% of 52-week range
