Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IDEV)

697 + 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
↑ +67
Streak
11Q ▲
Buyers last Q
63%

Smart Money Signals — IDEV

Based on 702 hedge funds · latest filing: 2026 Q1 · 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
702 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 — +38% more funds vs a year ago

fund count last 6Q
+192 new funds entered over the past year (+38% 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 — 63% buying

388 buying227 selling
Last quarter: 388 funds were net buyers (109 opened a brand new position + 279 added to an existing one). Only 227 were sellers (185 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~109 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 86 → 77 → 104 → 109. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 26% medium ■ 30% new
307 out of 702 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.
💰

Price up while funds trimmed (+15% value, -38% shares)

Value
+14%
Shares
-38%
Last quarter: total value of institutional IDEV holdings rose +15% even though funds reduced share count by 38%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

61 → 86 → 77 → 104 → 109 new funds/Q
New funds entering each quarter: 86 → 77 → 104 → 109. A growing number of institutions are discovering IDEV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 44% veterans vs 37% newcomers

■ 44% veterans ■ 19% 1-2yr ■ 37% new
Entry-cohort mix of 702 holders: 312 (44%) are 2+ year veterans, 131 entered 1–2 years ago, and 259 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
26 of 702 holders are among the 100 largest funds by AUM, controlling 47% 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.
4.2
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 — IDEV

In 2026 Q1, 388 hedge funds were net buyers of IDEV (109 opened a new position, 279 added to an existing one), while 227 reduced or exited (185 trimmed, 42 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in IDEV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +67 funds (more new holders than closures). Total institutional holders: 702.

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

-- --

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

Is It Too Late to Buy Ishares Tr (IDEV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IDEV 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 · 75d ago
IDEV
+8.2%
SPY
+14.1%

IDEV outperformed SPY by -5.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
IDEV
+2.9%
SPY
+0.3%

Since the filing became public, IDEV outperformed SPY by +2.6% .

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.

20 top-rated funds 49 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: IDEV
697 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 697 635 9.76%
13F Shares 283M 459M -38.37%
Total Value $23.25B $20.30B 14.49%
New Positions 108 104 +4
Increased Positions 276 272 +4
Closed Positions 46 38 +8
Reduced Positions 184 162 +22
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDEV

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Financial Highlights

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Institutional Holders (2026 Q1)

697 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bank of Korea 28.31% 14,003,997 $1.17B
2 Bank of Finland 19.90% 3,254,031 $271.9M
3 Aspirean Wealth, LLC 16.84% 185,524 $15.5M
4 C V Starr & Co Inc 16.51% 378,787 $31.7M
5 Mueller Wealth, LLC 16.18% 242,742 $20.3M
6 Richard Bernstein Advisors LLC 14.98% 6,178,128 $516.3M
7 TFC Financial Management, Inc. 14.13% 1,371,889 $114.6M
8 AAF Wealth Management, LLC 14.06% 410,122 $34.3M
9 Starr Indemnity & Liability Co 12.87% 606,060 $50.6M
10 Prism Planning Partners LLC 12.22% 123,615 $10.3M
11 Veery Capital, LLC 10.74% 419,077 $35.0M
12 Hi-Line Capital Management, LLC 10.39% 395,579 $33.1M
13 Accelerate Investment Advisors LLC 9.78% 175,248 $14.6M
14 Tenzing Financial LLC 9.26% 139,557 $12.3M
15 Standpoint Asset Management, LLC 9.20% 454,100 $37.9M
16 ESL Trust Services, LLC 9.01% 564,751 $47.2M
17 Amarillo National Bank 8.88% 601,586 $50.3M
18 Kondo Wealth Advisors, Inc. 8.72% 277,303 $23.2M
19 Riversedge Advisors, LLC 8.50% 628,470 $52.5M
20 Aerodigm Wealth, LLC 8.41% 267,257 $22.3M
21 DDFG, Inc 7.64% 424,183 $35.4M
22 Nixon Peabody Trust Co 7.24% 1,090,736 $91.2M
23 Sterling Manor Financial, LLC 6.91% 132,269 $11.1M
24 Prudent Investors Network, INC. 6.75% 370,656 $31.0M
25 Alesco Advisors, LLC, An ESL Co 6.58% 3,084,815 $257.8M
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 — 63% buying: Last quarter: 388 funds were net buyers (109 opened a brand new position + 279 added to an existing one). Only 227 were sellers (185 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDEV holders?

Elite ownership — 47% AUM from top-100 funds: 26 of 702 holders are among the 100 largest funds by AUM, controlling 47% 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?

44% of holders stayed for 2+ years: 307 out of 702 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.

Is it too late to buy Ishares Tr (IDEV) following the 2026 Q1 hedge fund 13F filings?

As of today, IDEV has moved +2.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +2.6%. Since the quarter end (March 31, 2026), IDEV has gained +8.2% vs +14.1% 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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