Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (GVI)

276 + Investors. Track Smart Money conviction in GVI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — GVI

Based on 276 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their GVI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
276 hedge funds hold GVI 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 — +4% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

139 buying128 selling
Last quarter: 139 funds bought or added vs 128 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 28 → 22 → 42 → 29. 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+) ■ 20% medium ■ 14% new
182 out of 276 hedge funds have held GVI 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

24 → 28 → 22 → 42 → 29 new funds/Q
New funds entering each quarter: 28 → 22 → 42 → 29. A growing number of institutions are discovering GVI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 13% 1-2yr ■ 18% new
Of 276 current holders: 192 (70%) 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.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
24 of 276 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — GVI

In 2026 Q1, 139 hedge funds were net buyers of GVI (29 opened a new position, 110 added to an existing one), while 128 reduced or exited (92 trimmed, 36 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 276.

Hedge Fund Ownership: GVI

How many hedge funds hold GVI — quarterly history vs. share price
Quarterly hedge fund ownership of GVI vs. share price

Market Analysis: GVI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GVI

-- --

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

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

Signal Freshness measures how much GVI 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 · 79d ago
GVI
-0.9%
SPY
+13.9%

GVI outperformed SPY by -14.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
GVI
+0.3%
SPY
+0.2%

Since the filing became public, GVI outperformed SPY by +0.1% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 3 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: GVI
276 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 276 283 -2.47%
13F Shares 31M 31M -2.22%
Total Value $3.18B $3.32B -4.2%
New Positions 29 42 -13
Increased Positions 110 121 -11
Closed Positions 36 19 +17
Reduced Positions 92 78 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GVI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

276 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GVI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GVI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Southern Michigan Bank & Trust 11.52% 281,442 $30.0M
2 D L Carlson Investment Group Inc 9.32% 508,067 $54.2M
3 German American Bancorp, INC. 8.13% 886,374 $94.6M
4 Meridian Management Co 6.11% 230,122 $24.5M
5 Eastern Bank 5.02% 2,744,355 $292.8M
6 Choate Investment Advisors 4.60% 2,205,187 $235.2M
7 TCV Trust & Wealth Management, Inc. 4.14% 462,586 $49.3M
8 Oarsman Capital, INC. 3.80% 286,732 $30.6M
9 Maimon Wealth Management LTD. 3.78% 37,860 $4.1M
10 Gilbert Capital Group, Inc. 3.55% 43,006 $4.6M
11 C M Bidwell & Associates Ltd 3.50% 70,185 $7.5M
12 DT Investment Partners, LLC 3.48% 392,064 $41.8M
13 Howe & Rusling Inc 2.75% 394,689 $42.1M
14 Trail Ridge Investment Advisors, LLC 2.21% 47,556 $5.1M
15 Bank of New Hampshire 2.17% 88,885 $9.5M
16 Unified Investment Management 2.09% 19,205 $2.0M
17 Community Financial Services Group, LLC 2.07% 110,537 $11.8M
18 Union Savings Bank 1.93% 41,311 $4.4M
19 Alaska Permanent Capital Management, LLC 1.92% 256,707 $27.4M
20 Midwest Trust Co 1.68% 1,261,782 $134.6M
21 Greenwood Capital Associates LLC 1.63% 138,660 $14.8M
22 Webster Bank, N. A. 1.54% 152,495 $16.3M
23 Jim Saulnier & Associates, LLC 1.45% 27,968 $3.0M
24 Independent Solutions Wealth Management, LLC 1.42% 90,261 $9.6M
25 Strategic Financial Services, Inc. 1.38% 271,848 $29.0M
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 (GVI)

What does the Smart Money Trend signal show for GVI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GVI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GVI?

Slight buying edge — 52% buying: Last quarter: 139 funds bought or added vs 128 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GVI holders?

Smaller funds dominant — 19% AUM from top-100: 24 of 276 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GVI?

66% of holders stayed for 2+ years: 182 out of 276 hedge funds have held GVI 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 (GVI) following the 2026 Q1 hedge fund 13F filings?

As of today, GVI has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), GVI has gained -0.9% vs +13.9% 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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