ISHARES TR (IUSV): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (IUSV)

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

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%

+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.

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

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

+38

Increased Positions

263

255

Closed Positions

-7

Reduced Positions

216

212

Total Calls

100%

Total Puts

PUT/CALL Ratio

0.0

Bullish

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.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

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	IRONWOOD WEALTH MANAGEMENT, INC.	9.08%	192,555	$20.3M
7	McGlone Suttner Wealth Management, Inc.	8.85%	653,302	$66.8M
8	Cosner Financial Group, LLC	7.85%	139,863	$14.3M
9	CANANDAIGUA NATIONAL CORP	7.42%	810,696	$82.9M
10	SIGNATUREFD, LLC	7.27%	4,642,282	$474.7M
11	LEGACY SOLUTIONS, LLC	6.70%	70,673	$7.2M
12	DDFG, Inc	6.55%	297,363	$30.4M
13	Townsend Financial Planning, LLC	6.54%	66,066	$6.8M
14	Canandaigua National Trust Co of Florida	6.06%	73,765	$7.5M
15	ARWA LLC	5.34%	102,381	$10.8M
16	Madison Wealth Partners, Inc	5.09%	312,125	$31.9M
17	Blue Trust, Inc.	5.00%	4,275,724	$437.2M
18	Foundry Financial Group, Inc.	4.08%	80,426	$8.2M
19	COREPATH WEALTH PARTNERS LLC	4.06%	57,502	$6.0M
20	SkyOak Wealth, LLC	3.75%	200,476	$20.5M
21	Venturi Wealth Management, LLC	3.65%	791,991	$81.0M
22	MOTIVE WEALTH ADVISORS	3.61%	75,222	$7.7M
23	Roberts Financial Services LLC	3.59%	110,281	$11.3M
24	Financial Council, LLC	3.58%	90,785	$9.3M
25	DEFINED WEALTH MANAGEMENT, LLC	3.49%	58,232	$6.0M

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.

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ISHARES TR (IUSV)

Smart Money Signals — IUSV

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

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

Slight buying edge — 58% buying

More new buyers each quarter (+38 vs last Q)

63% of holders stayed for 2+ years

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

Growing discovery — still being found

Deep conviction — 63% of holders stayed 2+ years

Elite ownership — 70% AUM from top-100 funds

Hedge Fund Ownership: IUSV

Market Analysis: IUSV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IUSV

Hedge Fund Positioning: IUSV

Statistics: IUSV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (IUSV)

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