Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IUSV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +52
Streak
11Q ▲
Buyers last Q
58%

Smart Money Signals — IUSV

Based on 739 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IUSV 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
739 hedge funds hold IUSV 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 — +10% more funds vs a year ago

fund count last 6Q
+69 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

360 buying261 selling
Last quarter: 360 funds bought or added vs 261 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 (+38 vs last Q)

new funds entering per quarter
Funds opening a new IUSV position: 62 → 58 → 59 → 97. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 17% new
465 out of 739 hedge funds have held IUSV 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.
💎

Buying through price weakness — shares +85%, value +8%

Value
+8%
Shares
+84%
Last quarter: funds added +85% more shares while total portfolio value only changed +8%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

74 → 62 → 58 → 59 → 97 new funds/Q
New funds entering each quarter: 62 → 58 → 59 → 97. A growing number of institutions are discovering IUSV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Of 739 current holders: 463 (63%) 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.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
25 of 739 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in IUSV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: IUSV

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

Market Analysis: IUSV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IUSV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

46 top-rated funds 21 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IUSV
2026 Q1 Stats Unlock in 10 days 739 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 739 687 7.57%
13F Shares 328M 178M 84.51%
Total Value $19.27B $17.77B 8.44%
New Positions 97 59 +38
Increased Positions 263 255 +8
Closed Positions 45 52 -7
Reduced Positions 216 212 +4
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IUSV

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

739 + investors

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

Top 25 institutional holders of IUSV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SOUTHERN CAPITAL ADVISORS, LLC 14.15% 295,600 $30.2M
2 Tanglewood Legacy Advisors, LLC 14.11% 381,429 $39.0M
3 Salus Financial Advisors, LLC 13.43% 225,265 $23.0M
4 Veracity Capital LLC 13.18% 360,856 $36.9M
5 Keenan, LLC 10.42% 120,130 $12.4M
6 Birchcreek Wealth Management, LLC 9.94% 201,795 $20.6M
7 IRONWOOD WEALTH MANAGEMENT, INC. 9.08% 192,555 $20.3M
8 McGlone Suttner Wealth Management, Inc. 8.85% 653,302 $66.8M
9 Cosner Financial Group, LLC 7.85% 139,863 $14.3M
10 Duncan Williams Asset Management, LLC 7.67% 270,470 $27.7M
11 CANANDAIGUA NATIONAL CORP 7.42% 810,696 $82.9M
12 SIGNATUREFD, LLC 7.27% 4,642,282 $474.7M
13 LEGACY SOLUTIONS, LLC 6.70% 70,673 $7.2M
14 Carl P. Sherr & Co., LLC 6.55% 136,427 $13.9M
15 DDFG, Inc 6.55% 297,363 $30.4M
16 Townsend Financial Planning, LLC 6.54% 66,066 $6.8M
17 Canandaigua National Trust Co of Florida 6.06% 73,765 $7.5M
18 ARWA LLC 5.34% 102,381 $10.8M
19 Madison Wealth Partners, Inc 5.09% 312,125 $31.9M
20 Blue Trust, Inc. 5.00% 4,275,724 $437.2M
21 Alpha Zero LLC 4.58% 81,665 $8.4M
22 Nadler Financial Group, Inc. 4.47% 453,426 $46.4M
23 Foundry Financial Group, Inc. 4.08% 80,426 $8.2M
24 COREPATH WEALTH PARTNERS LLC 4.06% 57,502 $6.0M
25 SkyOak Wealth, LLC 3.75% 200,476 $20.5M
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 (IUSV)

What does the Smart Money Trend signal show for IUSV?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IUSV 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 IUSV?

Slight buying edge — 58% buying: Last quarter: 360 funds bought or added vs 261 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 IUSV holders?

Elite ownership — 70% AUM from top-100 funds: 25 of 739 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in IUSV. 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 IUSV?

63% of holders stayed for 2+ years: 465 out of 739 hedge funds have held IUSV 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.