iShares MSCI USA Value Factor ETF

$VLUE
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Smart money positioned

8 of the Top-200 alpha managers hold $VLUE as of the latest 13F snapshot.

13F holders
533
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

8 holders · Q1 2026

$VLUE is held by 8 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.29%, with an average of 0.07% of portfolio. Largest holder: Svb Wealth LLC at 0.29%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Svb Wealth LLC
0.29% held
α +29.6pts
02
Erste Asset Management GmbH
0.13% NEW
α +33.4pts
03
Walkner Condon Financial Advisors LLC
0.04% held
α +23.7pts
04
RFG Advisory, LLC
0.01% held
α +16.2pts
05
Principal Securities, Inc.
0.01% held
α +21.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 533 · Source: 13F-HR
01
1834 Investment Advisors Co.
2.02% of portfolio
23,028,163 sh
02
Prospect Capital Advisors, LLC
30.50% of portfolio
4,644,885 sh
03
Matson Money. Inc.
10.71% of portfolio
2,455,658 sh
04
Holos Integrated Wealth LLC
0.15% of portfolio
1,455,608 sh
05
Marquette Asset Management, LLC
0.05% of portfolio
1,286,319 sh
06
State Farm Mutual Automobile Insurance Co.
0.02% of portfolio
1,231,473 sh
07
Legal & General Group Plc
0.25% of portfolio
1,182,249 sh
08
Wharton Business Group, LLC
6.20% of portfolio
1,153,472 sh
09
Patton Albertson Miller Group, LLC
6.21% of portfolio
1,153,472 sh
10
Taconic Capital Advisors LP
0.04% of portfolio
939,359 sh
See all 533 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $VLUE in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $VLUE in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:39 UTC.