Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (USMV)

1K + Investors. Track Smart Money conviction in USMV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +62
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — USMV

Based on 1293 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added USMV 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
1,293 hedge funds hold USMV 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 — +8% more funds vs a year ago

fund count last 6Q
+98 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

568 buying610 selling
Last quarter: 610 funds reduced or exited vs 568 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+68 vs last Q)

new funds entering per quarter
Funds opening a new USMV position: 130 → 95 → 94 → 162. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 19% medium ■ 14% new
876 out of 1,293 hedge funds have held USMV 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.
📈

Growing discovery — still being found

154 → 130 → 95 → 94 → 162 new funds/Q
New funds entering each quarter: 130 → 95 → 94 → 162. A growing number of institutions are discovering USMV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Of 1,296 current holders: 875 (68%) 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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
25 of 1293 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in USMV. 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.

Hedge Fund Ownership: USMV

How many hedge funds hold USMV — quarterly history vs. share price
Quarterly hedge fund ownership of USMV vs. share price

Market Analysis: USMV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USMV

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

66 top-rated funds 45 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: USMV
2026 Q1 Stats Unlock in 22 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1296 1237 4.77%
13F Shares 176M 178M -0.95%
Total Value $16.56B $16.91B -2.07%
New Positions 162 94 +68
Increased Positions 414 399 +15
Closed Positions 100 94 +6
Reduced Positions 513 520 -7
Total Calls 2 5 -60.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 1.0 0.6 Neutral

Statistics: USMV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of USMV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Koenig Investment Advisory, LLC 11.75% 149,232 $13.8M
2 Cassia Capital Partners, LLC 11.40% 239,019 $22.2M
3 Millburn Ridgefield LLC /DE/ 8.46% 4,242,597 $393.5M
4 Darrow Company, Inc. 7.50% 179,532 $16.6M
5 CAPITAL FINANCIAL GROUP INC\CO\ /ADV 6.69% 131,293 $12.2M
6 BEACON ADVISORS HOLDINGS, LLC 6.66% 134,186 $12.4M
7 Mann Financial Group, Inc. 5.76% 65,958 $6.1M
8 IRONWOOD WEALTH MANAGEMENT, INC. 5.76% 136,874 $12.8M
9 Trinity Wealth Management, LLC 5.70% 167,481 $15.5M
10 High Probability Advisors, LLC 4.67% 393,657 $36.5M
11 KENNEDY INVESTMENT GROUP, INC. 4.24% 116,705 $10.8M
12 Bay Rivers Group 4.08% 105,608 $9.8M
13 Lineweaver Wealth Advisors, LLC 3.97% 317,175 $29.4M
14 Flagship Private Wealth, LLC 3.90% 103,595 $9.6M
15 LITTLEJOHN FINANCIAL SERVICES, INC. 3.78% 54,216 $5.0M
16 Reality Financial Planning Services, LLC 3.35% 37,383 $3.5M
17 BIRCHBROOK, INC. 3.29% 72,320 $6.7M
18 Well Done, LLC 3.11% 228,169 $21.2M
19 MUIRFIELD WEALTH ADVISORS LLC 3.05% 44,726 $4.1M
20 Woodside Wealth Management LLC 3.01% 41,479 $3.8M
21 ARS Wealth Advisors Group, LLC 2.87% 366,628 $34.0M
22 Aureum Wealth Management, LLC 2.87% 44,436 $4.1M
23 White Pine Investment CO 2.80% 129,715 $12K
24 Shore Point Advisors, LLC 2.78% 75,931 $7.0M
25 Leonard Rickey Investment Advisors P.L.L.C. 2.73% 169,816 $15.7M
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 (USMV)

What does the Smart Money Trend signal show for USMV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added USMV 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 USMV?

More sellers than buyers — 48% buying: Last quarter: 610 funds reduced or exited vs 568 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for USMV holders?

Elite ownership — 41% AUM from top-100 funds: 25 of 1293 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in USMV. 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 USMV?

68% of holders stayed for 2+ years: 876 out of 1,293 hedge funds have held USMV 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.