Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (GVI)

273 + 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
→ 0
Streak
1Q —
Buyers last Q
56%

Smart Money Signals — GVI

Based on 276 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (97% of max)

97% 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding GVI is almost the same as a year ago (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

153 buying120 selling
Last quarter: 153 funds bought or added vs 120 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.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 43 → 29 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 14% new
185 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.
➡️

Steady discovery — ~33 new funds/quarter

29 → 22 → 43 → 29 → 33 new funds/Q
New funds entering each quarter: 22 → 43 → 29 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 19% newcomers

■ 68% veterans ■ 13% 1-2yr ■ 19% new
Entry-cohort mix of 276 holders: 188 (68%) are 2+ year veterans, 35 entered 1–2 years ago, and 53 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
23 of 275 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 Q2, 153 hedge funds were net buyers of GVI (33 opened a new position, 120 added to an existing one), while 120 reduced or exited (87 trimmed, 33 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 26% of total institutional value in GVI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). 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

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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.

5 top-rated funds 4 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: GVI
273 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 273 276 -1.09%
13F Shares 31M 31M 2.98%
Total Value $3.30B $3.18B 3.71%
New Positions 32 29 +3
Increased Positions 119 110 +9
Closed Positions 34 37 -3
Reduced Positions 87 92 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GVI

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Institutional Holders (2026 Q2)

273 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Raffa Wealth Management, LLC 15.76% 185,894 $20.6M
2 Horizon Bancorp Inc /In/ 14.69% 295,368 $31.3M
3 First Citizens Asset Management, Inc. 13.64% 212,368 $21.6M
4 Southern Michigan Bank & Trust 10.63% 281,916 $29.9M
5 D L Carlson Investment Group Inc 9.33% 552,150 $58.6M
6 German American Bancorp, INC. 7.51% 941,740 $99.9M
7 Meridian Management Co 5.48% 230,306 $24.4M
8 Maimon Wealth Management LTD. 4.48% 54,775 $5.8M
9 Choate Investment Advisors 4.21% 2,259,954 $239.8M
10 TCV Trust & Wealth Management, Inc. 3.82% 474,804 $50.4M
11 DT Investment Partners, LLC 3.39% 428,821 $45.5M
12 C M Bidwell & Associates Ltd 3.21% 74,120 $7.9M
13 Gilbert Capital Group, Inc. 3.11% 41,854 $4.4M
14 Oarsman Capital, INC. 3.00% 267,498 $28.4M
15 Eastern Bank 2.61% 1,608,418 $170.6M
16 Howe & Rusling Inc 2.54% 411,980 $43.7M
17 Trail Ridge Investment Advisors, LLC 2.25% 50,189 $5.3M
18 Tucker Asset Management LLC 2.04% 63,915 $6.8M
19 Union Savings Bank 1.92% 45,108 $4.8M
20 Alaska Permanent Capital Management, LLC 1.90% 273,625 $29.0M
21 Unified Investment Management 1.89% 19,285 $2.0M
22 Bank of New Hampshire 1.78% 80,321 $8.5M
23 Community Financial Services Group, LLC 1.75% 113,885 $12.0M
24 Midwest Trust Co 1.62% 1,350,277 $143.3M
25 Webster Bank, N. A. 1.51% 163,825 $17.4M
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for GVI?

Slight buying edge — 56% buying: Last quarter: 153 funds bought or added vs 120 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?

Strong quality — 26% AUM from major funds: 23 of 275 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GVI?

67% of holders stayed for 2+ years: 185 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.

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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