Ishares Tr (IUSV) Hedge Fund Ownership (Q1 2026)

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

As of today, IUSV has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IUSV gained +4.7% vs +3.4% 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 (IUSV)

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

Smart Money Signals — IUSV

Based on 783 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their IUSV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

783 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

+72 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 — 53% buying

352 buying310 selling

Last quarter: 352 funds bought or added vs 310 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 (-30 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 68 → 69 → 103 → 73. 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.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 23% medium ■ 17% new

473 out of 783 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.

💰

Price up while funds trimmed (-1% value, -42% shares)

Value

-41%

Last quarter: total value of institutional IUSV holdings rose -1% even though funds reduced share count by 42%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📈

Growing discovery — still being found

68 → 68 → 69 → 103 → 73 new funds/Q

New funds entering each quarter: 68 → 69 → 103 → 73. A growing number of institutions are discovering IUSV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 63% veterans vs 22% newcomers

■ 63% veterans ■ 15% 1-2yr ■ 22% new

Entry-cohort mix of 783 holders: 496 (63%) are 2+ year veterans, 117 entered 1–2 years ago, and 170 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds

31 of 782 holders are among the 100 largest funds by AUM, controlling 69% 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.

3.6

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	775	784	-1.15%
13F Shares	194M	334M	-41.78%
Total Value	$19.65B	$19.81B	-0.85%
New Positions	69	103	-34
Increased Positions	278	273	+5
Closed Positions	78	50	+28
Reduced Positions	233	229	+4
Total Calls	1	1	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

775

784

-1.15%

13F Shares

194M

334M

-41.78%

Total Value

$19.65B

$19.81B

-0.85%

New Positions

103

-34

Increased Positions

278

273

Closed Positions

+28

Reduced Positions

233

229

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

775 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 IUSV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Southern Capital Advisors, LLC	14.33%	311,418	$34.3M
2	Tanglewood Legacy Advisors, LLC	13.63%	383,487	$42.2M
3	Salus Financial Advisors, LLC	13.21%	243,298	$26.8M
4	Veracity Capital LLC	10.96%	368,402	$40.6M
5	Keenan, LLC	10.30%	132,366	$14.6M
6	PCA Investment Advisory Services Inc.	10.17%	330,925	$36.5M
7	Aspiriant, LLC	10.02%	3,685,507	$406.0M
8	Kestra Investment Management, LLC	9.53%	4,464,120	$491.7M
9	Ironwood Wealth Management, INC.	9.08%	192,775	$21.5M
10	Birchcreek Wealth Management, LLC	8.78%	204,617	$22.5M
11	McGlone Suttner Wealth Management, Inc.	8.59%	664,617	$73.2M
12	ForthRight Wealth Management, LLC	8.30%	294,358	$32.4M
13	Cosner Financial Group, LLC	7.98%	141,107	$15.5M
14	Alliance Private Wealth, LLC	7.95%	207,767	$22.9M
15	Canandaigua National Bank & Trust Co	7.51%	808,560	$89.1M
16	Signaturefd, LLC	7.17%	4,871,244	$536.6M
17	Duncan Williams Asset Management, LLC	7.01%	282,318	$31.1M
18	DDFG, Inc	6.57%	300,399	$33.1M
19	Townsend Financial Planning, LLC	6.34%	66,032	$7.3M
20	Legacy Solutions, LLC	6.34%	71,120	$7.8M
21	Richard W. Paul & Associates, LLC	6.22%	184,588	$20.3M
22	Carl P. Sherr & Co., LLC	6.19%	134,098	$14.8M
23	Arwa LLC	6.01%	128,517	$14.5M
24	Variant Private Wealth, LLC	5.90%	47,616	$5.2M
25	Blue Trust, Inc.	4.89%	4,235,766	$466.6M

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IUSV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IUSV?

Slight buying edge — 53% buying: Last quarter: 352 funds bought or added vs 310 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 — 69% AUM from top-100 funds: 31 of 782 holders are among the 100 largest funds by AUM, controlling 69% 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?

60% of holders stayed for 2+ years: 473 out of 783 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.

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

As of today, IUSV has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IUSV has gained +4.7% vs +3.4% 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 (IUSV)

Smart Money Signals — IUSV

Selling streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +10% more funds vs a year ago

Slight buying edge — 53% buying

Fewer new buyers each quarter (-30 vs last Q)

60% of holders stayed for 2+ years

Price up while funds trimmed (-1% value, -42% shares)

Growing discovery — still being found

Veteran-anchored — 63% veterans vs 22% newcomers

Elite ownership — 69% AUM from top-100 funds

Institutional Sentiment Summary — IUSV

Hedge Fund Ownership: IUSV

Market Analysis: IUSV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IUSV

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

Hedge Fund Positioning: IUSV

Statistics: IUSV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IUSV)

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