Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IDEV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +37
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — IDEV

Based on 741 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 IDEV 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
741 hedge funds hold IDEV 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 — +34% more funds vs a year ago

fund count last 6Q
+188 new funds entered over the past year (+34% 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 — 60% buying

411 buying272 selling
Last quarter: 411 funds were net buyers (97 opened a brand new position + 314 added to an existing one). Only 272 were sellers (212 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 77 → 105 → 110 → 97. 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.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 28% medium ■ 27% new
335 out of 741 hedge funds have held IDEV 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.
📈

Growing discovery — still being found

87 → 77 → 105 → 110 → 97 new funds/Q
New funds entering each quarter: 77 → 105 → 110 → 97. A growing number of institutions are discovering IDEV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 47% veterans vs 36% newcomers

■ 47% veterans ■ 17% 1-2yr ■ 36% new
Entry-cohort mix of 742 holders: 348 (47%) are 2+ year veterans, 125 entered 1–2 years ago, and 269 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
31 of 741 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in IDEV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — IDEV

In 2026 Q2, 411 hedge funds were net buyers of IDEV (97 opened a new position, 314 added to an existing one), while 272 reduced or exited (212 trimmed, 60 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 58% of total institutional value in IDEV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +37 funds (more new holders than closures). Total institutional holders: 741.

Hedge Fund Ownership: IDEV

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

Market Analysis: IDEV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDEV

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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.

13 top-rated funds 53 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: IDEV
735 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 735 704 4.4%
13F Shares 294M 283M 3.74%
Total Value $25.75B $23.26B 10.71%
New Positions 92 110 -18
Increased Positions 315 279 +36
Closed Positions 61 42 +19
Reduced Positions 211 185 +26
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDEV

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Institutional Holders (2026 Q2)

735 + investors

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

QUARTER:
Top 25 IDEV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bank of Korea 25.79% 11,259,397 $1.00B
2 Bank of Finland 19.05% 3,302,434 $293.9M
3 C V Starr & Co Inc 18.00% 378,787 $33.7M
4 Mueller Wealth, LLC 16.40% 270,659 $24.1M
5 Aspirean Wealth, LLC 14.85% 179,490 $16.0M
6 Starr Indemnity & Liability Co 14.31% 606,060 $53.9M
7 TFC Financial Management, Inc. 13.59% 1,377,805 $122.6M
8 AAF Wealth Management, LLC 13.42% 408,779 $36.4M
9 Prism Planning Partners LLC 12.03% 127,728 $11.4M
10 Hi-Line Capital Management, LLC 10.50% 419,487 $37.3M
11 Veery Capital, LLC 10.37% 433,737 $38.6M
12 Financial Management, Inc. 9.14% 116,717 $9.6M
13 Accelerate Investment Advisors LLC 8.87% 173,530 $15.4M
14 Standpoint Asset Management, LLC 8.82% 472,600 $42.1M
15 Tenzing Financial LLC 8.72% 140,394 $12.7M
16 Amarillo National Bank 8.60% 602,848 $53.7M
17 Kondo Wealth Advisors, Inc. 8.60% 288,994 $25.7M
18 ESL Trust Services, LLC 8.57% 564,751 $50.3M
19 Advus Financial Partners, LLC 8.43% 226,169 $15.3M
20 Aerodigm Wealth, LLC 8.25% 274,303 $24.4M
21 Riversedge Advisors, LLC 7.76% 661,655 $58.9M
22 DDFG, Inc 7.15% 404,354 $36.0M
23 MCF Advisors LLC 7.09% 2,228,297 $198.3M
24 Nixon Peabody Trust Co 6.97% 1,106,955 $98.5M
25 Prudent Investors Network, INC. 6.91% 400,802 $35.7M
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 (IDEV)

What does the Smart Money Trend signal show for IDEV?

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

More buyers than sellers — 60% buying: Last quarter: 411 funds were net buyers (97 opened a brand new position + 314 added to an existing one). Only 272 were sellers (212 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDEV holders?

Elite ownership — 58% AUM from top-100 funds: 31 of 741 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in IDEV. 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 IDEV?

45% of holders stayed for 2+ years: 335 out of 741 hedge funds have held IDEV 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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