Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (VLUE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +40
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — VLUE

Based on 446 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
446 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.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+47 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

204 buying191 selling
Last quarter: 204 funds bought or added vs 191 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.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new VLUE position: 40 → 49 → 52 → 80. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 16% medium ■ 19% new
290 out of 446 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.
📈

Growing discovery — still being found

56 → 40 → 49 → 52 → 80 new funds/Q
New funds entering each quarter: 40 → 49 → 52 → 80. A growing number of institutions are discovering VLUE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Of 446 current holders: 297 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
18 of 446 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: VLUE

How many hedge funds hold VLUE — quarterly history vs. share price
Quarterly hedge fund ownership of VLUE vs. share price

Market Analysis: VLUE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VLUE

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 7 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: VLUE
2026 Q1 Stats Unlock in 22 days 446 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 446 406 9.85%
13F Shares 26M 49M -46.93%
Total Value $3.52B $6.07B -41.96%
New Positions 80 52 +28
Increased Positions 124 110 +14
Closed Positions 40 42 -2
Reduced Positions 151 148 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VLUE

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

446 + investors

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

Top 25 institutional holders of VLUE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stonehearth Capital Management, LLC 13.32% 236,423 $33.6M
2 Matson Money. Inc. 10.71% 2,455,658 $349.2M
3 SYNTAX RESEARCH, INC. 5.13% 56,735 $8.1M
4 LIFE LINE WEALTH MANAGEMENT LLC 4.87% 76,733 $10.9M
5 GILPIN WEALTH MANAGEMENT, LLC 4.20% 37,267 $5.3M
6 Elk River Wealth Management LLC 4.04% 171,232 $24.3M
7 LCW Services, LLC 2.85% 40,313 $5.7M
8 Insight Wealth Strategies, LLC 2.46% 154,871 $22.0M
9 Cerro Pacific Wealth Advisors LLC 2.37% 63,669 $9.1M
10 NDWM LLC 2.33% 25,280 $3.6M
11 Apex Wealth Management, LLC 2.10% 21,500 $3.1M
12 Tactive Advisors, LLC 2.00% 49,860 $7.1M
13 JDH Wealth Management, LLC 1.60% 16,683 $2.4M
14 Interchange Capital Partners, LLC 1.29% 38,389 $4.1M
15 Keystone Global Partners, LLC 1.21% 19,159 $2.7M
16 Redhawk Wealth Advisors, Inc. 1.01% 64,394 $9.2M
17 PEDDOCK CAPITAL ADVISORS, LLC 1.01% 32,149 $4.6M
18 Keystone Financial Group, Inc. 0.83% 11,195 $1.6M
19 Well Done, LLC 0.83% 39,520 $5.6M
20 First Financial Bank - Trust Division 0.76% 66,489 $9.5M
21 OMNI 360 Wealth, Inc. 0.66% 8,998 $1.3M
22 Tennessee Valley Asset Management Partners 0.66% 34,949 $5.0M
23 Foster Group, Inc. 0.58% 136,913 $19.5M
24 WARNER FINANCIAL, INC 0.57% 11,729 $1.7M
25 ANDERSON HOAGLAND & CO 0.55% 44,738 $6.4M
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 — 3 quarters in a row: For 3 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 — 52% buying: Last quarter: 204 funds bought or added vs 191 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?

Strong quality — 24% AUM from major funds: 18 of 446 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VLUE?

65% of holders stayed for 2+ years: 290 out of 446 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.