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
↑ +4
Streak
8Q ▲
Buyers last Q
44%

Smart Money Signals — USMV

Based on 1359 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, 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
1,359 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 — +7% more funds vs a year ago

fund count last 6Q
+83 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

533 buying682 selling
Last quarter: 682 funds reduced or exited vs 533 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.
⚠️

Fewer new buyers each quarter (-47 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 102 → 104 → 171 → 124. 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.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
894 out of 1,359 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

137 → 102 → 104 → 171 → 124 new funds/Q
New funds entering each quarter: 102 → 104 → 171 → 124. 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 ■ 13% 1-2yr ■ 20% new
Of 1,361 current holders: 921 (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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
34 of 1359 holders are among the 100 largest funds by AUM, controlling 43% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — USMV

In 2026 Q1, 533 hedge funds were net buyers of USMV (124 opened a new position, 409 added to an existing one), while 682 reduced or exited (562 trimmed, 120 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in USMV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 1359.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much USMV 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 · 74d ago
USMV
+3.6%
SPY
+14.1%

USMV outperformed SPY by -10.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
USMV
+1.4%
SPY
+0.3%

Since the filing became public, USMV outperformed SPY by +1.1% .

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 ?
Broad Consensus, Selective Conviction

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

42 top-rated funds 40 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: USMV
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1344 1355 -0.81%
13F Shares 169M 177M -4.2%
Total Value $15.35B $16.64B -7.74%
New Positions 120 171 -51
Increased Positions 402 420 -18
Closed Positions 131 103 +28
Reduced Positions 557 532 +25
Total Calls 2 2 -
Total Puts 2 2 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: USMV

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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.

QUARTER:
Top 25 USMV holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Alpha Capital Advisors Inc /Adv 8.66% 98,148 $9.1M
4 Millburn Ridgefield LLC /DE/ 8.46% 4,242,597 $393.5M
5 Adaptive Financial Consulting, LLC 8.37% 235,579 $21.8M
6 Legacy Advisory Services, LLC 7.83% 110,547 $10.3M
7 Darrow Company, Inc. 7.50% 179,532 $16.6M
8 Torrey-Payne Wealth Management, LLC 7.41% 87,062 $8.1M
9 Catalyst Capital Advisors LLC 7.33% 4,242,597 $393.5M
10 Capital Financial Group Inc\co\ /Adv 6.69% 131,293 $12.2M
11 Beacon Advisors Holdings, LLC 6.66% 134,186 $12.4M
12 KilterHowling LLC 6.52% 139,419 $12.9M
13 Shepherd Kaplan Krochuk, LLC 6.04% 77,426 $7.2M
14 Fortune Financial Advisors, LLC 6.01% 127,079 $11.8M
15 Mann Financial Group, Inc. 5.76% 65,958 $6.1M
16 Ironwood Wealth Management, INC. 5.76% 136,874 $12.8M
17 Trinity Wealth Management, LLC 5.70% 167,481 $15.5M
18 Barrett & Company, INC. 5.68% 177,987 $16.5M
19 Wealth Advisors of Iowa, LLC 5.66% 197,331 $18.3M
20 Pacific Center for Financial Services 5.43% 231,033 $21.4M
21 Sound Portfolio Advisors, LLC 5.02% 66,668 $6.2M
22 Avant Capital LLC 4.70% 72,021 $6.7M
23 Walled Lake Planning & Wealth Management, LLC 4.69% 172,101 $16.0M
24 High Probability Advisors, LLC 4.67% 393,657 $36.5M
25 Capital Advisor Network LLC 4.63% 42,458 $3.9M
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 (USMV)

What does the Smart Money Trend signal show for USMV?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, 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 — 44% buying: Last quarter: 682 funds reduced or exited vs 533 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 — 43% AUM from top-100 funds: 34 of 1359 holders are among the 100 largest funds by AUM, controlling 43% 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?

66% of holders stayed for 2+ years: 894 out of 1,359 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.

Is it too late to buy Ishares Tr (USMV) following the 2026 Q1 hedge fund 13F filings?

As of today, USMV has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), USMV has gained +3.6% vs +14.1% 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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