Ishares Tr (HDV) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (HDV) following the 2026 Q2 hedge fund 13F filings?

As of today, HDV has moved -1.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (June 30, 2026), HDV gained +5.3% vs +1.4% 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.

Ishares Tr (HDV)

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

Smart Money Signals — HDV

Based on 888 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

888 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 — +19% more funds vs a year ago

fund count last 6Q

+142 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 92% buying

861 buying77 selling

Last quarter: 861 funds were net buyers (94 opened a brand new position + 767 added to an existing one). Only 77 were sellers (16 trimmed + 61 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-30 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 79 → 94 → 124 → 94. 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.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new

554 out of 888 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.

💎

Buying through price weakness — shares +390%, value +4%

Value

+3%

+390%

Last quarter: funds added +390% more shares while total portfolio value only changed +4%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

56 → 79 → 94 → 124 → 94 new funds/Q

New funds entering each quarter: 79 → 94 → 124 → 94. A growing number of institutions are discovering HDV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new

Entry-cohort mix of 892 holders: 595 (67%) are 2+ year veterans, 108 entered 1–2 years ago, and 189 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds

30 of 884 holders are among the 100 largest funds by AUM, controlling 54% 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.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	879	855	2.81%
13F Shares	219M	45M	389.85%
Total Value	$6.02B	$5.80B	3.79%
New Positions	94	124	-30
Increased Positions	762	322	+440
Closed Positions	66	69	-3
Reduced Positions	15	232	-217
Total Calls	5	5	-
Total Puts	3	3	-
PUT/CALL Ratio	0.6	0.6	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

879

855

2.81%

13F Shares

219M

45M

389.85%

Total Value

$6.02B

$5.80B

3.79%

New Positions

124

-30

Increased Positions

762

322

+440

Closed Positions

-3

Reduced Positions

232

-217

Total Calls

Total Puts

PUT/CALL Ratio

0.6

Bullish

Institutional Holders (2026 Q2)

879 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 HDV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	VAUGHAN & Co SECURITIES, INC.	11.63%	910,132	$24.9M
2	Forefront Analytics, LLC	10.21%	342,756	$9.4M
3	Regimen Wealth, LLC	8.89%	1,203,858	$33.0M
4	Adirondack Capital Advisors, LLC	8.38%	570,043	$15.6M
5	Godfrey Financial Associates, Inc.	6.38%	304,349	$8.3M
6	Sweeney & Michel, LLC	6.32%	836,134	$24.1M
7	Members Capital Advisors Inc	5.85%	248,675	$6.8M
8	Kapstone Financial Advisors LLC	5.72%	498,717	$13.7M
9	Atwater Malick LLC	5.14%	860,904	$23.6M
10	Base Wealth Management LLC	4.85%	380,207	$10.4M
11	Paller Financial Services Inc	4.73%	230,773	$6.3M
12	Viaable, LLC	4.32%	189,809	$5.2M
13	McElhenny Sheffield Capital Management, LLC	4.21%	620,715	$17.0M
14	Aureum Wealth Management, LLC	3.80%	223,474	$6.1M
15	Blake Schutter Theil Wealth Advisors, LLC	3.66%	197,526	$5.4M
16	Securian Asset Management, Inc	3.62%	3,569,010	$100.8M
17	Lbmc Investment Advisors, LLC	3.43%	2,307,284	$63.2M
18	Gray Private Wealth, LLC	3.30%	278,649	$7.6M
19	Maltin Wealth Management, Inc.	3.20%	349,061	$9.6M
20	Townsend & Associates, Inc	3.15%	1,311,868	$37.0M
21	Foundry Financial Group, Inc.	3.01%	254,210	$7.0M
22	Lantz Financial LLC	2.94%	585,336	$16.0M
23	J2 Capital Management Inc	2.94%	159,275	$4.4M
24	High Point Wealth Management, LLC	2.92%	130,155	$3.6M
25	Farrow Financial, Inc.	2.91%	198,603	$5.4M

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 (HDV)

What does the Smart Money Trend signal show for HDV?

Buying streak — 4 quarters in a row: For 4 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 — 92% buying: Last quarter: 861 funds were net buyers (94 opened a brand new position + 767 added to an existing one). Only 77 were sellers (16 trimmed + 61 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HDV holders?

Elite ownership — 54% AUM from top-100 funds: 30 of 884 holders are among the 100 largest funds by AUM, controlling 54% 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?

62% of holders stayed for 2+ years: 554 out of 888 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 Q2 hedge fund 13F filings?

As of today, HDV has moved -1.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (June 30, 2026), HDV has gained +5.3% vs +1.4% 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.

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Ishares Tr (HDV)

Smart Money Signals — HDV

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Steady growth — +19% more funds vs a year ago

More buyers than sellers — 92% buying

Fewer new buyers each quarter (-30 vs last Q)

62% of holders stayed for 2+ years

Buying through price weakness — shares +390%, value +4%

Growing discovery — still being found

Veteran-anchored — 67% veterans vs 21% newcomers

Elite ownership — 54% AUM from top-100 funds

Institutional Sentiment Summary — HDV

Hedge Fund Ownership: HDV

Market Analysis: HDV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HDV

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

Hedge Fund Positioning: HDV

Statistics: HDV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (HDV)

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