Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IUSV)

808 + 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
↑ +36
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — IUSV

Based on 819 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
819 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 — +14% more funds vs a year ago

fund count last 6Q
+99 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

395 buying280 selling
Last quarter: 395 funds bought or added vs 280 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 (+17 vs last Q)

new funds entering per quarter
Funds opening a new IUSV position: 69 → 104 → 73 → 90. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 23% medium ■ 18% new
490 out of 819 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.
➡️

Steady discovery — ~90 new funds/quarter

68 → 69 → 104 → 73 → 90 new funds/Q
New funds entering each quarter: 69 → 104 → 73 → 90. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 22% newcomers

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Entry-cohort mix of 819 holders: 520 (63%) are 2+ year veterans, 119 entered 1–2 years ago, and 180 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
31 of 817 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.
3.6
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.

Institutional Sentiment Summary — IUSV

In 2026 Q2, 395 hedge funds were net buyers of IUSV (90 opened a new position, 305 added to an existing one), while 280 reduced or exited (226 trimmed, 54 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 70% of total institutional value in IUSV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +36 funds (more new holders than closures). Total institutional holders: 819.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 17 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IUSV
808 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 808 783 3.19%
13F Shares 203M 194M 4.23%
Total Value $22.07B $19.65B 12.3%
New Positions 84 73 +11
Increased Positions 305 279 +26
Closed Positions 57 75 -18
Reduced Positions 225 235 -10
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IUSV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

808 + 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:
Top 25 IUSV holders by conviction (% of portfolio weight) — 2026 Q2 · 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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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 — 59% buying: Last quarter: 395 funds bought or added vs 280 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: 31 of 817 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?

60% of holders stayed for 2+ years: 490 out of 819 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.

Full history →