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VLUE Institutional Ownership & 13F Holders | SmartMoneyDB

VLUEISHARES TR

MSCI USA VALUE · CUSIP 46432F388

Smart Money Ownership

Of the 5 tracked institutions holding VLUE, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +8.0pt. 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 →

VLUE (ISHARES TR) Institutional Ownership Summary

Among the 5 tracked institutional investors we monitor, VLUE (ISHARES TR) is held with a combined value of $334.24M across 2,350,654 shares. The largest holder is BlackRock, Inc. with a position worth $220.98M. 5 funds increased their holdings.

Total Institutional Value

$334.24M

Total Shares Held

2,350,654

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

BlackRock, Inc.+11% shares~$21.2M FMR LLC+19% shares~$16.2M Point72 Asset Management, L.P.+421% shares~$5.3M AQR CAPITAL MANAGEMENT LLC+264% shares~$1.7M MILLENNIUM MANAGEMENT LLC+300% shares~$1.3M

13F Institutional Holders

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Point72 Asset Management, L.P.

0.01% of book+420.5%

$6.51M

AQR CAPITAL MANAGEMENT LLC

0.00% of book+263.5%

$2.40M

MILLENNIUM MANAGEMENT LLC

0.00% of book+300.2%

$1.77M

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$220.98M	1,554,109	0.00%	+10.6%
2	FMR LLC	$102.59M	721,493	0.01%	+18.7%
3	Point72 Asset Management, L.P.	$6.51M	45,774	0.01%	+420.5%
4	AQR CAPITAL MANAGEMENT LLC	$2.40M	16,848	0.00%	+263.5%
5	MILLENNIUM MANAGEMENT LLC	$1.77M	12,430	0.00%	+300.2%

Frequently Asked Questions

Which institutional investors own the most VLUE stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of VLUE with a position worth $220.98M, representing 0.00% of their portfolio. In total, 5 institutional investors hold VLUE with a combined value of $334.24M.

What percentage of VLUE is owned by institutional investors?

Institutional investors hold $334.24M worth of VLUE stock across 5 positions. The largest institutional holder is BlackRock, Inc. with $220.98M in holdings.

What is a 13F filing and why does it matter for VLUE?

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.

Track VLUE institutional moves

Get notified when hedge funds change their VLUE positions.