Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IDRV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
38%

Smart Money Signals — IDRV

Based on 69 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IDRV 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.
📊

High ownership — 73% of 3.0Y peak

73% of all-time peak
69 funds currently hold this stock — 73% of the 3.0-year high of 94 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold IDRV compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 38% buying

17 buying28 selling
Last quarter: 28 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 7 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 14% medium ■ 16% new
48 out of 69 hedge funds have held IDRV 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.
📊

Peak discovery — momentum slowing

6 → 12 → 7 → 6 → 8 new funds/Q
New funds entering each quarter: 12 → 7 → 6 → 8. IDRV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 71% veterans vs 16% newcomers

■ 71% veterans ■ 13% 1-2yr ■ 16% new
Entry-cohort mix of 69 holders: 49 (71%) are 2+ year veterans, 9 entered 1–2 years ago, and 11 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
16 of 68 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in IDRV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — IDRV

In 2026 Q1, 17 hedge funds were net buyers of IDRV (8 opened a new position, 9 added to an existing one), while 28 reduced or exited (23 trimmed, 5 sold completely) — a 38% buyer ratio, indicating net institutional distribution. 65% of total institutional value in IDRV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 69.

Hedge Fund Ownership: IDRV

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

Market Analysis: IDRV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDRV

-- --

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

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

Signal Freshness measures how much IDRV 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 · 80d ago
IDRV
nan%
SPY
+13.9%

IDRV outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
IDRV
nan%
SPY
+0.2%

Since the filing became public, IDRV outperformed SPY by nan% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: IDRV
68 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 68 66 3.03%
13F Shares 991K 1M -30.08%
Total Value $37M $58M -35.99%
New Positions 8 6 +2
Increased Positions 9 17 -8
Closed Positions 6 13 -7
Reduced Positions 23 21 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDRV

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

68 + investors

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

QUARTER:
Top 25 IDRV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Accordant Advisory Group Inc 2.71% 113,675 $4.4M
2 One Wealth Map LLC 0.65% 31,947 $1.4M
3 Biltmore Family Office, LLC 0.24% 45,361 $1.7M
4 WealthSpring Partners, LLC 0.21% 5,898 $227K
5 Strategic Advocates LLC 0.07% 401 $15K
6 Gts Securities LLC 0.04% 27,352 $1.1M
7 Cdkv Holdings LLC 0.03% 774 $30K
8 Kilter Group LLC 0.02% 1,000 $39K
9 Morris Financial Concepts, INC. 0.01% 539 $21K
10 PFS Partners, LLC 0.01% 350 $13K
11 Hilltop National Bank 0.00% 524 $20K
12 Nbc Securities, INC. 0.00% 1,634 $63K
13 PNC Financial Services Group, INC. 0.00% 192,390 $7.4M
14 Minot DeBlois Advisors LLC 0.00% 115 $4K
15 Roxbury Financial LLC 0.00% 102 $4K
16 MCF Advisors LLC 0.00% 1,597 $62K
17 Merit Financial Group, LLC 0.00% 9,380 $361K
18 Kestra Advisory Services, LLC 0.00% 15,678 $604K
19 Western Wealth Management, LLC 0.00% 1,099 $42K
20 POM Investment Strategies, LLC 0.00% 30 $1K
21 Plante Moran Financial Advisors, LLC 0.00% 551 $21K
22 Commonwealth Equity Services, LLC 0.00% 21,379 $824K
23 Wealthfront Advisers LLC 0.00% 12,834 $494K
24 SouthState Bank Corp 0.00% 525 $20K
25 Wealth Enhancement Advisory Services, LLC 0.00% 11,494 $446K
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 (IDRV)

What does the Smart Money Trend signal show for IDRV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IDRV 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 IDRV?

Heavy selling pressure — only 38% buying: Last quarter: 28 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for IDRV holders?

Elite ownership — 65% AUM from top-100 funds: 16 of 68 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in IDRV. 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 IDRV?

70% of holders stayed for 2+ years: 48 out of 69 hedge funds have held IDRV 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 (IDRV) following the 2026 Q1 hedge fund 13F filings?

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