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IUSV Institutional Ownership & 13F Holders | SmartMoneyDB

IUSVISHARES TR

CORE S&P US VLU · CUSIP 464287663

Smart Money Ownership

Of the 7 tracked institutions holding IUSV, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +6.3pt. It's a gauge of who owns the name, not just how many.

Gotham Asset Management, LLC

$24.6M · 0.1% of book

+2.5pt

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

IUSV (ISHARES TR) Institutional Ownership Summary

Among the 7 tracked institutional investors we monitor, IUSV (ISHARES TR) is held with a combined value of $85.09M across 832,195 shares. The largest holder is FMR LLC with a position worth $48.86M. 5 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$85.09M

Total Shares Held

832,195

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

Gotham Asset Management, LLC+88% shares~$11.5M FMR LLC+2% shares~$722.0K AQR CAPITAL MANAGEMENT LLC+9% shares~$293.9K BlackRock, Inc.+7% shares~$288.4K VANGUARD GROUP INC+28% shares~$99.6K

13F Institutional Holders

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FMR LLC

0.00% of book+1.5%

$48.86M

Gotham Asset Management, LLC

AQR CAPITAL MANAGEMENT LLC

0.00% of book+9.4%

$3.42M

RENAISSANCE TECHNOLOGIES LLC

Fisher Asset Management, LLC

0.00% of book-38.2%

$269.27K

#	Fund	Value↓	Shares	Portfolio %	Change
1	FMR LLC	$48.86M	477,801	0.00%	+1.5%
2	Gotham Asset Management, LLC	$24.64M	240,968	0.08%	+87.5%
3	BlackRock, Inc.	$4.53M	44,292	0.00%	+6.8%
4	AQR CAPITAL MANAGEMENT LLC	$3.42M	33,449	0.00%	+9.4%
5	RENAISSANCE TECHNOLOGIES LLC	$2.92M	28,600	0.00%	-40.0%
6	VANGUARD GROUP INC	$456.51K	4,452	0.00%	+27.9%
7	Fisher Asset Management, LLC	$269.27K	2,633	0.00%	-38.2%

Frequently Asked Questions

Which institutional investors own the most IUSV stock?

As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of IUSV with a position worth $48.86M, representing 0.00% of their portfolio. In total, 7 institutional investors hold IUSV with a combined value of $85.09M.

What percentage of IUSV is owned by institutional investors?

Institutional investors hold $85.09M worth of IUSV stock across 7 positions. The largest institutional holder is FMR LLC with $48.86M in holdings.

What is a 13F filing and why does it matter for IUSV?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IUSV, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track IUSV institutional moves

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