Ishares Tr (VLUE) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (VLUE) following the 2026 Q2 hedge fund 13F filings?

As of today, VLUE has moved -1.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), VLUE gained +0.0% vs +2.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ishares Tr (VLUE)

620 + Investors. Track Smart Money conviction in VLUE. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — VLUE

Based on 626 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added VLUE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

626 hedge funds hold VLUE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +51% more funds vs a year ago

fund count last 6Q

+212 new funds entered over the past year (+51% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 55% buying

307 buying253 selling

Last quarter: 307 funds bought or added vs 253 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 54 → 88 → 129 → 122. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 20% medium ■ 27% new

331 out of 626 hedge funds have held VLUE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Price up while funds trimmed (-10% value, -35% shares)

Value

-10%

-35%

Last quarter: total value of institutional VLUE holdings rose -10% even though funds reduced share count by 35%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

🚀

Acceleration phase — new buyers rushing in

54 → 54 → 88 → 129 → 122 new funds/Q

New funds entering each quarter: 54 → 88 → 129 → 122. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 61% veterans vs 30% newcomers

■ 61% veterans ■ 9% 1-2yr ■ 30% new

Entry-cohort mix of 632 holders: 383 (61%) are 2+ year veterans, 58 entered 1–2 years ago, and 191 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds

31 of 624 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in VLUE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	620	550	12.73%
13F Shares	34M	54M	-36.14%
Total Value	$6.67B	$7.51B	-11.14%
New Positions	121	129	-8
Increased Positions	184	184	-
Closed Positions	49	47	+2
Reduced Positions	204	138	+66
Total Calls	5	0	100%
Total Puts	3	2	50.0%
PUT/CALL Ratio	0.6	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

620

550

12.73%

13F Shares

34M

54M

-36.14%

Total Value

$6.67B

$7.51B

-11.14%

New Positions

121

129

-8

Increased Positions

184

Closed Positions

Reduced Positions

204

138

+66

Total Calls

100%

Total Puts

50.0%

PUT/CALL Ratio

0.6

0.0

Bullish

Institutional Holders (2026 Q2)

620 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VLUE. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 VLUE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mason Investment Advisory Services, Inc.	33.98%	4,471,056	$893.4M
2	Marks Wealth, LLC	23.42%	541,454	$108.2M
3	Mullooly Asset Management, Inc.	14.26%	231,953	$46.3M
4	Matson Money. Inc.	12.72%	2,285,925	$456.8M
5	Stonehearth Capital Management, LLC	9.30%	136,475	$27.3M
6	Mainstay Capital Management LLC /Adv	8.71%	588,750	$117.6M
7	Wharton Business Group, LLC	7.13%	1,066,732	$213.1M
8	Arrow Investment Advisors, LLC	6.18%	31,947	$6.4M
9	Elk River Wealth Management LLC	4.62%	145,290	$29.0M
10	Kathmere Capital Management, LLC	4.52%	427,319	$85.4M
11	Valued Retirements, Inc.	4.46%	24,858	$5.0M
12	Addison Advisors LLC	4.36%	46,219	$9.2M
13	Meridian Wealth Partners, LLC	4.12%	170,213	$34.0M
14	Ndwm LLC	3.17%	26,976	$5.4M
15	Gilpin Wealth Management, LLC	3.15%	22,840	$4.6M
16	LCW Services, LLC	3.11%	35,761	$7.1M
17	Basso Capital Management, L.P.	2.94%	68,959	$13.8M
18	Insight Wealth Strategies, LLC	2.89%	151,486	$29.6M
19	Regatta Research & Money Management	2.74%	14,530	$2.9M
20	AdvisorShares Investments LLC	2.67%	110,611	$22.1M
21	Apex Wealth Management, LLC	2.64%	21,633	$4.3M
22	Systelligence, LLC	2.63%	78,932	$15.8M
23	Cerro Pacific Wealth Advisors LLC	2.48%	54,966	$11.0M
24	Intrust Bank NA	2.12%	144,052	$28.8M
25	JDH Wealth Management, LLC	1.96%	16,094	$3.2M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ishares Tr (VLUE)

What does the Smart Money Trend signal show for VLUE?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added VLUE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VLUE?

Slight buying edge — 55% buying: Last quarter: 307 funds bought or added vs 253 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VLUE holders?

Elite ownership — 40% AUM from top-100 funds: 31 of 624 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in VLUE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VLUE?

53% of holders stayed for 2+ years: 331 out of 626 hedge funds have held VLUE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ishares Tr (VLUE) following the 2026 Q2 hedge fund 13F filings?

As of today, VLUE has moved -1.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), VLUE has gained +0.0% vs +2.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ishares Tr (VLUE)

Smart Money Signals — VLUE

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +51% more funds vs a year ago

Slight buying edge — 55% buying

Fewer new buyers each quarter (-7 vs last Q)

53% of holders stayed for 2+ years

Price up while funds trimmed (-10% value, -35% shares)

Acceleration phase — new buyers rushing in

Veteran-anchored — 61% veterans vs 30% newcomers

Elite ownership — 40% AUM from top-100 funds

Institutional Sentiment Summary — VLUE

Hedge Fund Ownership: VLUE

Market Analysis: VLUE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VLUE

Is It Too Late to Buy Ishares Tr (VLUE) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: VLUE

Statistics: VLUE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (VLUE)

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