Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IBDV)

349 + 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
↑ +17
Streak
11Q ▲
Buyers last Q
75%

Smart Money Signals — IBDV

Based on 350 hedge funds · latest filing: 2026 Q2 · 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
350 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 — +43% more funds vs a year ago

fund count last 6Q
+106 new funds entered over the past year (+43% 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 — 75% buying

239 buying80 selling
Last quarter: 239 funds were net buyers (35 opened a brand new position + 204 added to an existing one). Only 80 were sellers (62 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 32 → 63 → 41 → 35. 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.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 33% medium ■ 28% new
139 out of 350 hedge funds have held IBDV 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.
📊

Peak discovery — momentum slowing

41 → 32 → 63 → 41 → 35 new funds/Q
New funds entering each quarter: 32 → 63 → 41 → 35. IBDV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 38% veterans, 41% new entrants

■ 38% veterans ■ 22% 1-2yr ■ 41% new
Of 350 current holders: 132 (38%) held 2+ years, 76 held 1–2 years, 142 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
22 of 350 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Institutional Sentiment Summary — IBDV

In 2026 Q2, 239 hedge funds were net buyers of IBDV (35 opened a new position, 204 added to an existing one), while 80 reduced or exited (62 trimmed, 18 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in IBDV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 350.

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

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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.

8 top-rated funds 10 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IBDV
349 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 349 333 4.8%
13F Shares 113M 105M 7.16%
Total Value $2.43B $2.28B 6.65%
New Positions 35 41 -6
Increased Positions 203 209 -6
Closed Positions 19 21 -2
Reduced Positions 62 46 +16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IBDV

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Institutional Holders (2026 Q2)

349 + investors

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

QUARTER:
Top 25 IBDV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PFG Private Wealth Management, LLC 5.38% 569,999 $12.4M
2 Eight 31 Financial, LLC 4.79% 369,661 $8.1M
3 Gratus Wealth Advisors, LLC 4.55% 1,641,321 $35.8M
4 Arcadia Investment Advisors LLC 3.20% 348,528 $7.6M
5 Peloton Wealth Strategists 3.18% 394,050 $8.6M
6 Wilkins Miller Wealth Management, LLC 3.07% 256,301 $5.6M
7 4Thought Financial Group Inc. 2.97% 289,935 $6.3M
8 Breachway Investments LLC 2.83% 86,205 $1.9M
9 Members Wealth LLC 2.76% 230,622 $5.0M
10 Virginia Wealth Management Group, INC. 2.71% 249,690 $5.4M
11 Sound View Wealth Advisors Group, LLC 2.54% 1,880,024 $41.0M
12 Twin Cities Retirement Group LLC 2.36% 126,316 $2.8M
13 Winthrop Partners - WNY, LLC 2.34% 217,320 $4.7M
14 Cornerstone Planning, LLC 2.22% 439,383 $9.6M
15 InvesTrust 2.21% 262,812 $5.7M
16 Ironwood Financial, llc 2.18% 644,551 $13.9M
17 LifePlan Financial, LLC 2.02% 132,284 $2.9M
18 Windsor Capital Management, LLC 2.02% 356,462 $7.8M
19 Guidance Point Advisors, LLC 1.99% 431,677 $9.4M
20 Mv Capital Management, INC. 1.98% 920,078 $20.1M
21 RVW Wealth, LLC 1.88% 1,309,276 $28.5M
22 Probity Advisors, Inc. 1.78% 569,582 $12.4M
23 Sigma Investment Counselors Inc 1.76% 1,661,062 $36.2M
24 Houlihan Financial Resource Group, Ltd. 1.68% 216,089 $4.7M
25 Beaumont Asset Management, L.L.C. 1.62% 191,235 $4.2M
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 (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 — 75% buying: Last quarter: 239 funds were net buyers (35 opened a brand new position + 204 added to an existing one). Only 80 were sellers (62 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IBDV holders?

Strong quality — 25% AUM from major funds: 22 of 350 holders rank in the top 100 by AUM, accounting for 25% 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?

40% of holders stayed for 2+ years: 139 out of 350 hedge funds have held IBDV 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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