Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IUSV)

775 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
53%

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 buying309 selling
Last quarter: 352 funds bought or added vs 309 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: 67 → 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
0%
Shares
-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 → 67 → 69 → 103 → 73 new funds/Q
New funds entering each quarter: 67 → 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
29 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.

Institutional Sentiment Summary — IUSV

In 2026 Q1, 352 hedge funds were net buyers of IUSV (73 opened a new position, 279 added to an existing one), while 309 reduced or exited (235 trimmed, 74 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 69% of total institutional value in IUSV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 783.

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.

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

Signal Freshness measures how much IUSV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
IUSV
+7.5%
SPY
+13.9%

IUSV outperformed SPY by -6.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IUSV
+2.1%
SPY
+0.2%

Since the filing became public, IUSV outperformed SPY by +1.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 21 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: IUSV
775 + Investors

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

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

Statistics: IUSV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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:
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 14.15% 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 PCA Investment Advisory Services Inc. 10.95% 320,867 $32.8M
6 Aspiriant, LLC 10.73% 3,683,055 $376.6M
7 Fortress Financial Group, LLC 10.54% 139,371 $14.3M
8 Keenan, LLC 10.42% 120,130 $12.4M
9 Birchcreek Wealth Management, LLC 9.94% 201,795 $20.6M
10 Ironwood Wealth Management, INC. 9.08% 192,555 $20.3M
11 McGlone Suttner Wealth Management, Inc. 8.85% 653,302 $66.8M
12 ForthRight Wealth Management, LLC 8.77% 302,273 $30.9M
13 Alliance Private Wealth, LLC 8.12% 220,943 $22.6M
14 Cosner Financial Group, LLC 7.85% 139,863 $14.3M
15 Duncan Williams Asset Management, LLC 7.67% 270,470 $27.7M
16 Canandaigua National Corp 7.42% 810,696 $82.9M
17 Signaturefd, LLC 7.27% 4,642,282 $474.7M
18 Kestra Investment Management, LLC 6.87% 3,893,371 $398.1M
19 Legacy Solutions, LLC 6.70% 70,673 $7.2M
20 Carl P. Sherr & Co., LLC 6.55% 136,427 $13.9M
21 DDFG, Inc 6.55% 297,363 $30.4M
22 Townsend Financial Planning, LLC 6.54% 66,066 $6.8M
23 Richard W. Paul & Associates, LLC 6.27% 182,128 $18.6M
24 Canandaigua National Trust Co of Florida 6.06% 73,765 $7.5M
25 Variant Private Wealth, LLC 5.91% 47,704 $4.9M
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 309 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: 29 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 Q1 hedge fund 13F filings?

As of today, IUSV has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.9%. Since the quarter end (March 31, 2026), IUSV has gained +7.5% vs +13.9% 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.

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.

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