Crestwood Advisors Group, LLC has added 80,138 shares of $IUSV to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $IUSV.
$IUSV Hedge Fund Activity
We have seen 355 institutional investors add shares of $IUSV stock to their portfolio, and 293 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AUTO-OWNERS INSURANCE CO removed 137,607,020 shares (-99.0%) from their portfolio in Q1 2026, for an estimated $14,070,317,795
- BANK OF AMERICA CORP /DE/ added 3,168,089 shares (+3.9%) to their portfolio in Q4 2025, for an estimated $324,855,846
- VALPEY FINANCIAL SERVICES, LLC added 2,933,063 shares (+10060.9%) to their portfolio in Q4 2025, for an estimated $300,756,280
- ENVESTNET ASSET MANAGEMENT INC added 1,227,412 shares (+20.7%) to their portfolio in Q1 2026, for an estimated $125,502,877
- CANANDAIGUA NATIONAL CORP added 810,696 shares (+inf%) to their portfolio in Q1 2026, for an estimated $82,893,666
- MORGAN STANLEY added 639,948 shares (+7.0%) to their portfolio in Q4 2025, for an estimated $65,620,267
- LPL FINANCIAL LLC added 569,611 shares (+3.6%) to their portfolio in Q4 2025, for an estimated $58,407,911
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $IUSV ticker page for more data.
