Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IDEV)

599 + 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
↑ +61
Streak
11Q ▲
Buyers last Q
66%

Smart Money Signals — IDEV

Based on 599 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 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
599 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 — +25% more funds vs a year ago

fund count last 6Q
+121 new funds entered over the past year (+25% 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 — 66% buying

355 buying186 selling
Last quarter: 355 funds were net buyers (94 opened a brand new position + 261 added to an existing one). Only 186 were sellers (153 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening a new IDEV position: 55 → 77 → 69 → 94. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 25% medium ■ 27% new
285 out of 599 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.
💎

Buying through price weakness — shares +100%, value +10%

Value
+10%
Shares
+100%
Last quarter: funds added +100% more shares while total portfolio value only changed +10%. 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

79 → 55 → 77 → 69 → 94 new funds/Q
New funds entering each quarter: 55 → 77 → 69 → 94. A growing number of institutions are discovering IDEV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 20% 1-2yr ■ 35% new
Of 599 current holders: 268 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
23 of 599 holders are among the 100 largest funds by AUM, controlling 42% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 48 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: IDEV
2026 Q1 Stats Unlock in 22 days 599 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 599 539 11.13%
13F Shares 458M 229M 100.2%
Total Value $20.23B $18.35B 10.24%
New Positions 94 69 +25
Increased Positions 261 222 +39
Closed Positions 33 51 -18
Reduced Positions 153 148 +5
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDEV

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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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

599 + investors

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

Top 25 institutional holders of IDEV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bank of Finland 19.90% 3,254,031 $271.9M
2 Richard Bernstein Advisors LLC 14.98% 6,178,128 $516.3M
3 TFC Financial Management, Inc. 14.13% 1,371,889 $114.6M
4 Veery Capital, LLC 10.74% 419,077 $35.0M
5 Hi-Line Capital Management, LLC 10.39% 395,579 $33.1M
6 Accelerate Investment Advisors LLC 9.78% 175,248 $14.6M
7 Tenzing Financial LLC 9.26% 139,557 $12.3M
8 Standpoint Asset Management, LLC 9.20% 454,100 $37.9M
9 AMARILLO NATIONAL BANK 8.88% 601,586 $50.3M
10 RIVERSEDGE ADVISORS, LLC 8.50% 628,470 $52.5M
11 Aerodigm Wealth, LLC 8.41% 267,257 $22.3M
12 DDFG, Inc 7.64% 424,183 $35.4M
13 NIXON PEABODY TRUST CO 7.24% 1,090,736 $91.2M
14 Sterling Manor Financial, LLC 6.91% 132,269 $11.1M
15 FIRST NATIONAL BANK SIOUX FALLS 6.02% 247,915 $22.0M
16 Peirce Capital Management, LLC 5.83% 178,493 $14.9M
17 Retirement Management Systems Inc. 5.40% 267,895 $22.4M
18 PW ADVISORS, LLC \ FL 5.39% 86,068 $7.2M
19 Green Ridge Wealth Planning LLC 5.38% 122,277 $10.2M
20 DAVIDSON INVESTMENT ADVISORS 5.29% 1,553,920 $107.0M
21 Fortitude Family Office, LLC 5.20% 278,399 $23.3M
22 CogentBlue Wealth Advisors, LLC 4.67% 83,039 $6.9M
23 Auto-Owners Insurance Co 4.55% 2,598,000 $217.1M
24 Capital Asset Advisory Services LLC 4.46% 1,298,019 $116.3M
25 Squire Investment Management Company, LLC 4.44% 191,163 $16.0M
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 — 66% buying: Last quarter: 355 funds were net buyers (94 opened a brand new position + 261 added to an existing one). Only 186 were sellers (153 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDEV holders?

Elite ownership — 42% AUM from top-100 funds: 23 of 599 holders are among the 100 largest funds by AUM, controlling 42% 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?

48% of holders stayed for 2+ years: 285 out of 599 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.