Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (HDV)

845 + 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
↑ +56
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — HDV

Based on 855 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
855 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 — +12% more funds vs a year ago

fund count last 6Q
+93 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

446 buying301 selling
Last quarter: 446 funds were net buyers (124 opened a brand new position + 322 added to an existing one). Only 301 were sellers (233 trimmed + 68 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+30 vs last Q)

new funds entering per quarter
Funds opening a new HDV position: 55 → 79 → 94 → 124. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
537 out of 855 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.
🚀

Acceleration phase — new buyers rushing in

71 → 55 → 79 → 94 → 124 new funds/Q
New funds entering each quarter: 55 → 79 → 94 → 124. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 859 holders: 563 (66%) are 2+ year veterans, 120 entered 1–2 years ago, and 176 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
25 of 851 holders are among the 100 largest funds by AUM, controlling 50% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — HDV

In 2026 Q1, 446 hedge funds were net buyers of HDV (124 opened a new position, 322 added to an existing one), while 301 reduced or exited (233 trimmed, 68 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in HDV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +56 funds (more new holders than closures). Total institutional holders: 855.

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

-- --

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

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

Signal Freshness measures how much HDV 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 · 75d ago
HDV
+2.7%
SPY
+14.1%

HDV outperformed SPY by -11.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
HDV
+2.1%
SPY
+0.3%

Since the filing became public, HDV outperformed SPY by +1.8% .

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.

29 top-rated funds 23 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: HDV
845 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 845 799 5.76%
13F Shares 44M 45M -1.36%
Total Value $5.76B $5.11B 12.81%
New Positions 120 94 +26
Increased Positions 321 316 +5
Closed Positions 74 62 +12
Reduced Positions 228 228 -
Total Calls 5 4 25.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.6 0.5 Bullish

Statistics: HDV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

845 + investors

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

QUARTER:
Top 25 HDV holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Regimen Wealth, LLC 9.33% 235,382 $31.9M
4 Forefront Analytics, LLC 8.40% 68,087 $9.2M
5 Godfrey Financial Associates, Inc. 7.08% 60,781 $8.2M
6 Kapstone Financial Advisors LLC 6.60% 99,322 $13.5M
7 Sweeney & Michel, LLC 6.18% 156,369 $21.0M
8 Base Wealth Management LLC 5.36% 70,642 $9.6M
9 Atwater Malick LLC 5.18% 141,303 $19.2M
10 Paller Financial Services Inc 4.94% 44,020 $6.0M
11 Sykon Capital LLC 4.73% 104,488 $14.2M
12 Broussard Financial Group LLC 4.11% 37,827 $5.1M
13 Blake Schutter Theil Wealth Advisors, LLC 3.84% 34,675 $4.7M
14 Securian Asset Management, Inc 3.83% 713,802 $96.9M
15 Lbmc Investment Advisors, LLC 3.79% 458,400 $62.2M
16 Gray Private Wealth, LLC 3.65% 53,463 $7.3M
17 Aureum Wealth Management, LLC 3.48% 36,844 $5.0M
18 High Point Wealth Management, LLC 3.38% 25,773 $3.5M
19 Maltin Wealth Management, Inc. 3.31% 63,898 $8.7M
20 Foundry Financial Group, Inc. 3.27% 48,632 $6.6M
21 Lantz Financial LLC 3.21% 114,530 $15.5M
22 J2 Capital Management Inc 3.04% 32,716 $4.4M
23 Farrow Financial, Inc. 3.03% 39,346 $5.3M
24 Townsend & Associates, Inc 3.03% 264,119 $35.1M
25 Financial Perspectives, Inc 2.84% 74,831 $10.2M
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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 60% buying: Last quarter: 446 funds were net buyers (124 opened a brand new position + 322 added to an existing one). Only 301 were sellers (233 trimmed + 68 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HDV holders?

Elite ownership — 50% AUM from top-100 funds: 25 of 851 holders are among the 100 largest funds by AUM, controlling 50% 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?

63% of holders stayed for 2+ years: 537 out of 855 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.

Is it too late to buy Ishares Tr (HDV) following the 2026 Q1 hedge fund 13F filings?

As of today, HDV has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (March 31, 2026), HDV has gained +2.7% vs +14.1% 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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