Stock Analysis
Data Source: SEC EDGAR 13F
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Ishares Tr (IDNA)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
4Q ▲
Buyers last Q
64%

Smart Money Signals — IDNA

Based on 67 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IDNA 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
67 hedge funds hold IDNA 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
+20 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 — 64% buying

38 buying21 selling
Last quarter: 38 funds were net buyers (14 opened a brand new position + 24 added to an existing one). Only 21 were sellers (13 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 11 → 12 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 28% medium 18% new
36 out of 67 hedge funds have held IDNA 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.
💰

Value +38% but shares only +20% — price-driven

Value
+38%
Shares
+19%
Last quarter: the total dollar value of institutional holdings rose +38%, but actual share count only changed +20%. 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.
📈

Growing discovery — still being found

7 → 9 → 11 → 12 → 14 new funds/Q
New funds entering each quarter: 9 → 11 → 12 → 14. A growing number of institutions are discovering IDNA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 22% newcomers

63% veterans 15% 1-2yr 22% new
Entry-cohort mix of 67 holders: 42 (63%) are 2+ year veterans, 10 entered 1–2 years ago, and 15 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
14 of 67 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in IDNA. 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.

Institutional Sentiment Summary — IDNA

In 2026 Q2, 38 hedge funds were net buyers of IDNA (14 opened a new position, 24 added to an existing one), while 21 reduced or exited (13 trimmed, 8 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in IDNA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 67.

Hedge Fund Ownership: IDNA

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

Market Analysis: IDNA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDNA

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: IDNA
67 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 67 61 9.84%
13F Shares 3M 2M 19.58%
Total Value $85M $61M 38.49%
New Positions 14 12 +2
Increased Positions 24 19 +5
Closed Positions 8 6 +2
Reduced Positions 13 13 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDNA

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Institutional Holders (2026 Q2)

67 + investors

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

QUARTER:
Top 25 IDNA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Portland Global Advisors LLC 0.34% 105,302 $3.6M
2 Wharton Business Group, LLC 0.30% 268,472 $9.1M
3 Trek Financial, LLC 0.15% 90,940 $3.1M
4 Clearwater Capital Advisors, LLC 0.08% 32,894 $1.1M
5 Beck Capital Management, LLC 0.06% 9,956 $336K
6 Chapman Financial Group, LLC 0.05% 2,192 $74K
7 Matauro, LLC 0.03% 7,447 $251K
8 Avior Wealth Management, LLC 0.03% 37,305 $1.3M
9 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% 17,680 $597K
10 First Heartland Consultants, Inc. 0.02% 8,224 $278K
11 Ally Invest Advisors Inc. 0.01% 6,852 $231K
12 Tidemark, LLC 0.01% 1,407 $47K
13 Vision Retirement, LLC 0.01% 750 $25K
14 Murphy & Mullick Capital Management Corp 0.01% 275 $9K
15 Triumph Capital Management 0.01% 910 $31K
16 Arkadios Wealth Advisors 0.00% 8,379 $283K
17 Wealthcare Advisory Partners LLC 0.00% 6,658 $225K
18 Pacific Center for Financial Services 0.00% 555 $19K
19 Steward Partners Investment Advisory, LLC 0.00% 23,177 $782K
20 Lido Advisors, LLC 0.00% 38,007 $1.3M
21 Prudential plc 0.00% 16,800 $567K
22 Mission Wealth Management, LP 0.00% 5,947 $201K
23 OneDigital Investment Advisors LLC 0.00% 7,867 $265K
24 UBS Group AG 0.00% 493,571 $16.7M
25 Rossby Financial, LCC 0.00% 291 $10K
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 (IDNA)

What does the Smart Money Trend signal show for IDNA?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IDNA 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 IDNA?

More buyers than sellers — 64% buying: Last quarter: 38 funds were net buyers (14 opened a brand new position + 24 added to an existing one). Only 21 were sellers (13 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDNA holders?

Elite ownership — 60% AUM from top-100 funds: 14 of 67 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in IDNA. 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 IDNA?

54% of holders stayed for 2+ years: 36 out of 67 hedge funds have held IDNA 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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