NUSHARES ETF TR (NUMV): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

NUSHARES ETF TR (NUMV)

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

Smart Money Signals — NUMV

Based on 118 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (95% of max)

95% of all-time peak

118 hedge funds hold NUMV 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding NUMV is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 62% buying

64 buying40 selling

Last quarter: 64 funds were net buyers (10 opened a brand new position + 54 added to an existing one). Only 40 were sellers (30 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 13 → 4 → 9 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 21% medium ■ 12% new

79 out of 118 hedge funds have held NUMV 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 — ~10 new funds/quarter

18 → 13 → 4 → 9 → 10 new funds/Q

New funds entering each quarter: 13 → 4 → 9 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 20% new

Of 118 current holders: 77 (65%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds

14 of 118 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in NUMV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — 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	118	118	-
13F Shares	9M	8M	5.27%
Total Value	$341M	$322M	6.06%
New Positions	10	9	+1
Increased Positions	54	38	+16
Closed Positions	10	10	-
Reduced Positions	30	38	-8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

118

13F Shares

5.27%

Total Value

$341M

$322M

6.06%

New Positions

Increased Positions

+16

Closed Positions

Reduced Positions

-8

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

118 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NUMV. 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 NUMV — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Abacus Wealth Partners, LLC	3.58%	1,012,695	$39.2M
2	Invera Wealth Advisors, LLC	1.45%	58,153	$2.3M
3	rebel Financial LLC	0.50%	29,769	$1.2M
4	Fingerlakes Wealth Management, Inc.	0.49%	19,134	$742K
5	Opes Wealth Management LLC	0.24%	38,345	$1.5M
6	REGATTA CAPITAL GROUP, LLC	0.20%	34,510	$1.3M
7	Neumann Capital Management, LLC	0.18%	16,180	$627K
8	CANANDAIGUA NATIONAL CORP	0.16%	47,243	$1.8M
9	Joel Adams & Associates, Inc.	0.16%	5,427	$210K
10	BLUELINE ADVISORS LLC	0.15%	4,936	$191K
11	Revolve Wealth Partners, LLC	0.15%	29,055	$1.1M
12	Private Wealth Management Group, LLC	0.11%	10,727	$416K
13	RTD Financial Advisors, Inc.	0.10%	21,860	$848K
14	WealthShield Partners, LLC	0.10%	23,484	$910K
15	RVW Wealth, LLC	0.05%	17,113	$663K
16	LexAurum Advisors, LLC	0.05%	10,001	$388K
17	VICUS CAPITAL	0.05%	17,083	$662K
18	Trust Co	0.04%	10,276	$398K
19	Simmons Bank	0.03%	10,643	$413K
20	Falcon Wealth Planning	0.02%	8,828	$342K
21	PFG Investments, LLC	0.02%	11,632	$451K
22	Stratos Investment Management, LLC	0.02%	11,450	$444K
23	CENTRAL TRUST Co	0.02%	20,436	$792K
24	Millstone Evans Group, LLC	0.01%	519	$20K
25	Harbor Asset Planning, Inc.	0.01%	323	$13K

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 — NUSHARES ETF TR (NUMV)

What does the Smart Money Trend signal show for NUMV?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for NUMV?

More buyers than sellers — 62% buying: Last quarter: 64 funds were net buyers (10 opened a brand new position + 54 added to an existing one). Only 40 were sellers (30 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NUMV holders?

Elite ownership — 48% AUM from top-100 funds: 14 of 118 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in NUMV. 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 NUMV?

67% of holders stayed for 2+ years: 79 out of 118 hedge funds have held NUMV 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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NUSHARES ETF TR (NUMV)

Smart Money Signals — NUMV

No change last quarter

At the ownership peak (95% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 62% buying

Steady new buyers — ~10 new funds per quarter

67% of holders stayed for 2+ years

Steady discovery — ~10 new funds/quarter

Deep conviction — 65% of holders stayed 2+ years

Elite ownership — 48% AUM from top-100 funds

Hedge Fund Ownership: NUMV

Market Analysis: NUMV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NUMV

Hedge Fund Positioning: NUMV

Statistics: NUMV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — NUSHARES ETF TR (NUMV)

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