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
↑ +21
Streak
9Q ▲
Buyers last Q
45%

Smart Money Signals — USMV

Based on 1381 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
1,381 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
+95 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 — 45% buying

549 buying684 selling
Last quarter: 684 funds reduced or exited vs 549 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 (+9 vs last Q)

new funds entering per quarter
Funds opening a new USMV position: 104 → 171 → 125 → 134. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
912 out of 1,381 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.
➡️

Steady discovery — ~134 new funds/quarter

103 → 104 → 171 → 125 → 134 new funds/Q
New funds entering each quarter: 104 → 171 → 125 → 134. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 18% newcomers

■ 68% veterans ■ 14% 1-2yr ■ 18% new
Entry-cohort mix of 1,383 holders: 936 (68%) are 2+ year veterans, 195 entered 1–2 years ago, and 252 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
35 of 1377 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q2, 549 hedge funds were net buyers of USMV (134 opened a new position, 415 added to an existing one), while 684 reduced or exited (571 trimmed, 113 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in USMV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 1381.

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

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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.

27 top-rated funds 42 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
4.6
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 1372 1360 0.88%
13F Shares 172M 170M 0.97%
Total Value $16.25B $15.43B 5.33%
New Positions 133 125 +8
Increased Positions 412 408 +4
Closed Positions 117 121 -4
Reduced Positions 569 562 +7
Total Calls 1 2 -50.0%
Total Puts 2 2 -
PUT/CALL Ratio 2.0 1.0 Bearish

Statistics: USMV

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aspen Private Advisors, LLC 17.07% 176,422 $17.0M
2 Koenig Investment Advisory, LLC 11.25% 150,113 $14.5M
3 Cassia Capital Partners, LLC 11.08% 237,046 $22.9M
4 First Citizens Asset Management, Inc. 9.12% 218,361 $14.4M
5 Legacy Advisory Services, LLC 8.29% 122,116 $11.8M
6 Adaptive Financial Consulting, LLC 8.15% 241,162 $23.3M
7 Millburn Ridgefield LLC /DE/ 8.14% 4,455,291 $429.8M
8 Syntax Research, INC. 7.98% 113,288 $10.9M
9 Alpha Capital Advisors Inc /Adv 7.82% 93,920 $9.1M
10 Catalyst Capital Advisors LLC 7.13% 4,455,291 $429.8M
11 Torrey-Payne Wealth Management, LLC 6.94% 87,462 $8.4M
12 Darrow Company, Inc. 6.74% 180,315 $17.4M
13 Capital Financial Group Inc\co\ /Adv 6.64% 131,524 $12.7M
14 Shepherd Kaplan Krochuk, LLC 6.43% 83,929 $8.1M
15 KilterHowling LLC 6.14% 142,089 $13.7M
16 Beacon Advisors Holdings, LLC 6.12% 129,580 $12.5M
17 Ironwood Wealth Management, INC. 5.83% 141,399 $13.8M
18 Capital Advisor Network LLC 5.33% 44,168 $4.3M
19 Fortune Financial Advisors, LLC 5.20% 126,013 $12.2M
20 Barrett & Company, INC. 5.18% 191,781 $18.5M
21 Wealth Advisors of Iowa, LLC 5.16% 197,413 $19.0M
22 Mann Financial Group, Inc. 4.98% 61,723 $6.0M
23 Pacific Center for Financial Services 4.92% 228,692 $22.1M
24 Custos Family Office, LLC 4.88% 84,419 $8.1M
25 Trinity Wealth Management, LLC 4.73% 154,469 $14.9M
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 — 9 quarters in a row: For 9 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 — 45% buying: Last quarter: 684 funds reduced or exited vs 549 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 — 47% AUM from top-100 funds: 35 of 1377 holders are among the 100 largest funds by AUM, controlling 47% 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: 912 out of 1,381 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.

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