Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IBDV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +46
Streak
11Q ▲
Buyers last Q
84%

Smart Money Signals — IBDV

Based on 294 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IBDV 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
294 hedge funds hold IBDV 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.
🚀

Fast accumulation — +52% more funds vs a year ago

fund count last 6Q
+100 new funds entered over the past year (+52% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 84% buying

239 buying44 selling
Last quarter: 239 funds were net buyers (58 opened a brand new position + 181 added to an existing one). Only 44 were sellers (32 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new IBDV position: 28 → 36 → 31 → 58. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 35% new

■ 34% conviction (2yr+) ■ 31% medium ■ 35% new
Of the 294 current holders: 99 (34%) held >2 years, 91 held 1–2 years, and 104 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

28 → 28 → 36 → 31 → 58 new funds/Q
New funds entering each quarter: 28 → 36 → 31 → 58. A growing number of institutions are discovering IBDV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 27% veterans, 45% new entrants

■ 27% veterans ■ 29% 1-2yr ■ 45% new
Of 294 current holders: 78 (27%) held 2+ years, 85 held 1–2 years, 131 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
16 of 294 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: IBDV

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

Market Analysis: IBDV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBDV

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 5 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: IBDV
2026 Q1 Stats Unlock in 17 days 294 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 294 248 18.55%
13F Shares 94M 71M 33.72%
Total Value $2.08B $1.56B 33.19%
New Positions 58 31 +27
Increased Positions 181 148 +33
Closed Positions 12 12 -
Reduced Positions 32 33 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBDV

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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) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

294 + investors

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

Top 25 institutional holders of IBDV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wilkins Miller Wealth Management, LLC 3.40% 256,888 $5.6M
2 ARCADIA INVESTMENT ADVISORS LLC 3.28% 317,638 $7.0M
3 MEMBERS WEALTH LLC 2.70% 206,258 $4.5M
4 4Thought Financial Group Inc. 2.59% 238,935 $5.2M
5 Twin Cities Retirement Group LLC 2.50% 125,020 $2.7M
6 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2.34% 199,390 $4.4M
7 Ironwood Financial, llc 2.12% 555,651 $12.2M
8 InvesTrust 2.11% 229,146 $5.0M
9 LifePlan Financial, LLC 2.10% 129,615 $2.8M
10 Signature Wealth Management Group 2.06% 248,077 $5.4M
11 RVW Wealth, LLC 2.06% 1,206,110 $26.4M
12 Kathmere Capital Management, LLC 2.02% 1,500,942 $32.9M
13 MV CAPITAL MANAGEMENT, INC. 1.98% 920,078 $20.1M
14 SIGMA INVESTMENT COUNSELORS INC 1.90% 1,643,783 $36.0M
15 Probity Advisors, Inc. 1.80% 519,002 $11.4M
16 MinichMacGregor Wealth Management, LLC 1.76% 455,756 $10.0M
17 Houlihan Financial Resource Group, Ltd. 1.74% 204,550 $4.5M
18 Breachway Investments LLC 1.67% 79,635 $1.7M
19 Windsor Capital Management, LLC 1.50% 242,413 $5.3M
20 DROMS STRAUSS ADVISORS INC /MO/ /ADV 1.46% 255,349 $5.6M
21 INSTRUMENTAL WEALTH, LLC 1.46% 108,200 $2.4M
22 Capital Investment Advisors, LLC 1.43% 4,072,983 $89.2M
23 NESTEGG ADVISORS, INC. 1.32% 68,427 $1.5M
24 Parkway Wealth Management Group, LLC 1.28% 462,944 $10.1M
25 Praetorian Wealth Management, Inc. 1.24% 297,532 $6.5M
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 (IBDV)

What does the Smart Money Trend signal show for IBDV?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IBDV 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 IBDV?

More buyers than sellers — 84% buying: Last quarter: 239 funds were net buyers (58 opened a brand new position + 181 added to an existing one). Only 44 were sellers (32 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBDV holders?

Strong quality — 22% AUM from major funds: 16 of 294 holders rank in the top 100 by AUM, accounting for 22% 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 IBDV?

Mixed — 34% long-term, 35% new: Of the 294 current holders: 99 (34%) held >2 years, 91 held 1–2 years, and 104 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.