Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IDU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -10
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — IDU

Based on 291 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their IDU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
291 hedge funds hold IDU 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

121 buying117 selling
Last quarter: 121 funds bought or added vs 117 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 46 → 61 → 43 → 31. 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.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 18% new
164 out of 291 hedge funds have held IDU 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

45 → 46 → 61 → 43 → 31 new funds/Q
New funds entering each quarter: 46 → 61 → 43 → 31. IDU 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 — 62% veterans vs 23% newcomers

■ 62% veterans ■ 15% 1-2yr ■ 23% new
Entry-cohort mix of 291 holders: 179 (62%) are 2+ year veterans, 44 entered 1–2 years ago, and 68 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
26 of 291 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in IDU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — IDU

In 2026 Q2, 121 hedge funds were net buyers of IDU (31 opened a new position, 90 added to an existing one), while 117 reduced or exited (76 trimmed, 41 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 45% of total institutional value in IDU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 291.

Hedge Fund Ownership: IDU

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

Market Analysis: IDU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDU

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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.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: IDU
288 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 288 301 -4.32%
13F Shares 6M 8M -33.83%
Total Value $624M $956M -34.74%
New Positions 30 43 -13
Increased Positions 89 94 -5
Closed Positions 43 48 -5
Reduced Positions 76 80 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDU

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Institutional Holders (2026 Q2)

288 + investors

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

QUARTER:
Top 25 IDU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arrien Investments, INC. 4.07% 70,480 $8.1M
2 Forte Asset Management LLC 2.46% 52,430 $6.0M
3 Croban 1.64% 32,554 $3.7M
4 Destination Wealth Management 1.62% 605,045 $69.3M
5 First Citizens Financial Corp 0.80% 16,786 $1.9M
6 Ridge Creek Global, Inc 0.70% 7,824 $897K
7 Lbmc Investment Advisors, LLC 0.67% 107,355 $12.3M
8 Wealthstar Advisors, LLC 0.64% 19,001 $2.2M
9 Sovran Advisors, LLC 0.56% 65,724 $7.6M
10 BOS Asset Management, LLC 0.48% 18,098 $2.1M
11 WealthCare Investment Partners, LLC 0.43% 15,455 $1.8M
12 Saxony Capital Management, LLC 0.36% 6,898 $791K
13 S&A Financial Services, Inc. 0.32% 4,553 $522K
14 Garrison Point Advisors, LLC 0.31% 6,675 $765K
15 Cottonwood Capital Advisors, LLC 0.28% 4,104 $470K
16 Wealth Management Associates, Inc. 0.26% 8,147 $934K
17 Mullooly Asset Management, Inc. 0.24% 6,871 $787K
18 Essex LLC 0.24% 13,540 $1.6M
19 Lighthouse Financial LLC 0.21% 3,500 $401K
20 Grant Private Wealth Management Inc 0.20% 4,127 $473K
21 Holderness Investments Co 0.20% 10,388 $1.2M
22 Forbes Financial Planning, Inc. 0.18% 2,859 $328K
23 First National Bank of Omaha 0.17% 52,616 $6.1M
24 Helium Advisors LLC 0.17% 1,781 $204K
25 Madden Advisory Services, Inc. 0.17% 4,104 $470K
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 (IDU)

What does the Smart Money Trend signal show for IDU?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their IDU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IDU?

Slight buying edge — 51% buying: Last quarter: 121 funds bought or added vs 117 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IDU holders?

Elite ownership — 45% AUM from top-100 funds: 26 of 291 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in IDU. 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 IDU?

56% of holders stayed for 2+ years: 164 out of 291 hedge funds have held IDU 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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