Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (HDV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — HDV

Based on 747 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added HDV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
747 hedge funds hold HDV 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
+31 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 — 58% buying

383 buying274 selling
Last quarter: 383 funds bought or added vs 274 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new HDV position: 66 → 46 → 72 → 83. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 20% medium ■ 12% new
509 out of 747 hedge funds have held HDV 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

84 → 66 → 46 → 72 → 83 new funds/Q
New funds entering each quarter: 66 → 46 → 72 → 83. A growing number of institutions are discovering HDV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 12% 1-2yr ■ 17% new
Of 750 current holders: 526 (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.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
22 of 747 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in HDV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Hedge Fund Ownership: HDV

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

Market Analysis: HDV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HDV

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

55 top-rated funds 14 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: HDV
2026 Q1 Stats Unlock in 22 days 750 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 750 724 3.59%
13F Shares 44M 39M 13.42%
Total Value $4.99B $4.73B 5.45%
New Positions 83 72 +11
Increased Positions 304 282 +22
Closed Positions 56 49 +7
Reduced Positions 224 234 -10
Total Calls 3 3 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.33 Bullish

Statistics: HDV

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

750 + investors

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

Top 25 institutional holders of HDV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VAUGHAN & Co SECURITIES, INC. 12.80% 181,662 $24.7M
2 Adirondack Capital Advisors, LLC 9.59% 110,051 $14.9M
3 Kapstone Financial Advisors LLC 6.60% 99,322 $13.5M
4 SWEENEY & MICHEL, LLC 6.18% 156,369 $21.0M
5 Atwater Malick LLC 5.18% 141,303 $19.2M
6 Paller Financial Services Inc 4.94% 44,020 $6.0M
7 SYKON CAPITAL LLC 4.73% 104,488 $14.2M
8 Aureum Wealth Management, LLC 3.48% 36,844 $5.0M
9 High Point Wealth Management, LLC 3.38% 25,773 $3.5M
10 Maltin Wealth Management, Inc. 3.31% 63,898 $8.7M
11 Foundry Financial Group, Inc. 3.27% 48,632 $6.6M
12 Lantz Financial LLC 3.21% 114,530 $15.5M
13 J2 Capital Management Inc 3.04% 32,716 $4.4M
14 AtlasMark Financial, Inc 2.15% 9,174 $864K
15 KOM Wealth Management Group, LLC 2.00% 21,615 $2.9M
16 Aventus Investment Advisors, Inc. 1.93% 16,820 $2.3M
17 Kohmann Bosshard Financial Services, LLC 1.84% 160,057 $21.7M
18 Targeted Financial Services LLC 1.80% 16,199 $2.2M
19 Apex Wealth Management, LLC 1.60% 17,234 $2.3M
20 Simmons Bank 1.60% 176,184 $23.9M
21 American State Bank (Iowa) 1.53% 18,348 $1.6M
22 Capital Squared Financial LLC 1.51% 11,058 $1.3M
23 RIDGECREST WEALTH PARTNERS, LLC 1.44% 19,277 $2.6M
24 Pathfinder Wealth Consulting, Inc. 1.44% 16,315 $2.2M
25 Sowa Financial Group, Inc. 1.40% 20,806 $2.8M
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 (HDV)

What does the Smart Money Trend signal show for HDV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HDV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HDV?

Slight buying edge — 58% buying: Last quarter: 383 funds bought or added vs 274 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 HDV holders?

Elite ownership — 49% AUM from top-100 funds: 22 of 747 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in HDV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HDV?

68% of holders stayed for 2+ years: 509 out of 747 hedge funds have held HDV 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.