ISHARES TR (IUSV): Institutional Ownership
Hedge funds and institutional managers reporting a position in IUSV. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
10
13F filers
Aggregate Value
$64.3M
Across holders
Last Price
$109.83
2026-06-26
Sector
GICS
Holder activity1 new3 added5 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 241K | $24.6M | 38.3% | 0.1% | Added | +$11.5M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 236K | $23.6M | 36.6% | 0.0% | New | — | Q3 2025 |
| ICONIQ Capital, LLC CIK 0001569709 | Family Office | 86K | $8.8M | 13.6% | 0.2% | Unchanged | +$0 | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 33K | $3.4M | 5.3% | 0.0% | Added | +$294K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 29K | $2.9M | 4.5% | 0.0% | Reduced | $-2.0M | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 3K | $286K | 0.4% | 0.0% | Reduced | $-82K | Q1 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 3K | $269K | 0.4% | 0.0% | Reduced | $-166K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 2K | $227K | 0.4% | 0.0% | Reduced | $-6.0M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 2K | $185K | 0.3% | 0.0% | Reduced | $-424K | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 434 | $44K | 0.1% | 0.0% | Added | +$18K | Q1 2026 |
Added
Hedge Fund
$24.6M· 38.3% of total· 0.1% port· 241K sh· +$11.5M QoQ· Q1 2026
New
Hedge Fund
$23.6M· 36.6% of total· 0.0% port· 236K sh· — QoQ· Q3 2025
Unchanged
Family Office
$8.8M· 13.6% of total· 0.2% port· 86K sh· +$0 QoQ· Q1 2026
Added
Hedge Fund
$3.4M· 5.3% of total· 0.0% port· 33K sh· +$294K QoQ· Q1 2026
Reduced
Hedge Fund
$2.9M· 4.5% of total· 0.0% port· 29K sh· $-2.0M QoQ· Q1 2026
Reduced
Hedge Fund
$286K· 0.4% of total· 0.0% port· 3K sh· $-82K QoQ· Q1 2026
Reduced
Institutional Manager
$269K· 0.4% of total· 0.0% port· 3K sh· $-166K QoQ· Q1 2026
Reduced
Hedge Fund
$227K· 0.4% of total· 0.0% port· 2K sh· $-6.0M QoQ· Q1 2026
Reduced
Hedge Fund
$185K· 0.3% of total· 0.0% port· 2K sh· $-424K QoQ· Q1 2026
Added
Hedge Fund
$44K· 0.1% of total· 0.0% port· 434 sh· +$18K QoQ· Q1 2026