Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock ETF Trust (IDEF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +202
Streak
3Q ▲
Buyers last Q
99%

Smart Money Signals — IDEF

Based on 215 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added IDEF 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
215 hedge funds hold IDEF right now — the highest count in 1.0 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.
🟢

More buyers than sellers — 99% buying

214 buying2 selling
Last quarter: 214 funds were net buyers (204 opened a brand new position + 10 added to an existing one). Only 2 were sellers (0 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+198 vs last Q)

new funds entering per quarter
Funds opening a new IDEF position: 4 → 6 → 204. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 99% entered in last year

■ 0% conviction (2yr+) ■ 1% medium ■ 99% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +17607% but shares only +16740% — price-driven

Value
+17607%
Shares
+16740%
Last quarter: the total dollar value of institutional holdings rose +17607%, but actual share count only changed +16740%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

4 → 6 → 204 new funds/Q
New funds entering each quarter: 4 → 6 → 204. 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.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 215 current holders: 215 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
11 of 215 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in IDEF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.5
out of 10
High Exit Risk
Exit risk score 7.5/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — IDEF

In 2026 Q1, 214 hedge funds were net buyers of IDEF (204 opened a new position, 10 added to an existing one), while 2 reduced or exited (2 sold completely) — a 99% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 65% of total institutional value in IDEF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +202 funds (more new holders than closures). Total institutional holders: 215.

Hedge Fund Ownership: IDEF

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

Market Analysis: IDEF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDEF

-- --

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

Is It Too Late to Buy Blackrock ETF Trust (IDEF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IDEF 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 · 79d ago
IDEF
-1.2%
SPY
+13.9%

IDEF outperformed SPY by -15.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IDEF
+1.5%
SPY
+0.2%

Since the filing became public, IDEF outperformed SPY by +1.3% .

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.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: IDEF
212 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 212 13 1530.77%
13F Shares 100M 595K 16730.82%
Total Value $3.24B $18M 17596.9%
New Positions 201 6 +195
Increased Positions 10 3 +7
Closed Positions 2 0 +2
Reduced Positions 0 3 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDEF

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Valuation Measures Data as of: --

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

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

212 + investors

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

QUARTER:
Top 25 IDEF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Keystone Financial Services 2.26% 235,248 $7.7M
2 JB Capital LLC 2.10% 1,585,599 $51.9M
3 Core Wealth Advisors, LLC 1.97% 78,335 $2.6M
4 Portfolio Resources Advisor Group, Inc. 1.94% 59,765 $2.0M
5 Swmg, LLC 1.89% 201,930 $6.6M
6 Resolute Wealth Advisor, INC. 1.71% 92,066 $3.0M
7 Cobblestone Asset Management LLC 1.62% 109,785 $3.6M
8 True Vision MN LLC 1.48% 87,908 $2.9M
9 LiftPoint Family Wealth Advisors LLC 1.48% 54,564 $1.8M
10 PAX Financial Group, LLC 1.41% 251,872 $8.2M
11 Sharkey, Howes & Javer 1.37% 311,318 $10.2M
12 Bay Harbor Wealth Management, LLC 1.19% 140,090 $4.6M
13 Davis Wealth Advisors, LLC 1.18% 43,229 $1.4M
14 Cfo Capital Management LLC 1.12% 41,514 $1.4M
15 Blalock Williams, LLC 1.06% 42,007 $1.4M
16 BCGM Wealth Management, LLC 1.05% 127,580 $4.2M
17 Wharton Business Group, LLC 1.03% 804,617 $27.1M
18 Icon Wealth Advisors, LLC 1.01% 480,800 $15.6M
19 Twin Peaks Wealth Advisors, LLC 0.90% 108,960 $3.6M
20 One Wealth Capital Management, LLC 0.86% 60,167 $2.0M
21 J.M. Arbour, LLC 0.86% 27,225 $891K
22 Endeavor Private Wealth, INC. 0.85% 90,247 $3.0M
23 Barnes Wealth Management Group, Inc 0.83% 49,929 $1.6M
24 NewEdge Advisors, LLC 0.83% 640,776 $17.9M
25 Polaris Investment Advisors, LLC 0.80% 33,740 $1.1M
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 — Blackrock ETF Trust (IDEF)

What does the Smart Money Trend signal show for IDEF?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IDEF 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 IDEF?

More buyers than sellers — 99% buying: Last quarter: 214 funds were net buyers (204 opened a brand new position + 10 added to an existing one). Only 2 were sellers (0 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDEF holders?

Elite ownership — 65% AUM from top-100 funds: 11 of 215 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in IDEF. 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 IDEF?

Mostly new holders — 99% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Blackrock ETF Trust (IDEF) following the 2026 Q1 hedge fund 13F filings?

As of today, IDEF has moved +1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), IDEF has gained -1.2% vs +13.9% 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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