ISHARES TR (IDU): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (IDU)

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

Smart Money Signals — IDU

Based on 286 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added IDU 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

286 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 — +14% more funds vs a year ago

fund count last 6Q

+35 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 63% buying

152 buying88 selling

Last quarter: 152 funds were net buyers (57 opened a brand new position + 95 added to an existing one). Only 88 were sellers (67 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter

Funds opening a new IDU position: 30 → 43 → 41 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 19% medium ■ 25% new

160 out of 286 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.

📈

Growing discovery — still being found

32 → 30 → 43 → 41 → 57 new funds/Q

New funds entering each quarter: 30 → 43 → 41 → 57. A growing number of institutions are discovering IDU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 12% 1-2yr ■ 28% new

Of 286 current holders: 172 (60%) 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 — 44% AUM from top-100 funds

44% from top-100 AUM funds

19 of 286 holders are among the 100 largest funds by AUM, controlling 44% 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.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	286	250	14.4%
13F Shares	9M	8M	14.69%
Total Value	$984M	$854M	15.13%
New Positions	57	41	+16
Increased Positions	95	88	+7
Closed Positions	21	38	-17
Reduced Positions	67	55	+12
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

286

250

14.4%

13F Shares

14.69%

Total Value

$984M

$854M

15.13%

New Positions

+16

Increased Positions

Closed Positions

-17

Reduced Positions

+12

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

286 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of IDU — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	PINKERTON WEALTH, LLC	5.04%	511,682	$55.4M
2	ARRIEN INVESTMENTS, INC.	4.35%	69,056	$8.0M
3	FORTE ASSET MANAGEMENT LLC	3.52%	69,171	$8.0M
4	CPR Investments Inc.	2.02%	26,088	$3.0M
5	MLP3, LLC	1.19%	9,268	$1.1M
6	Wealthstar Advisors, LLC	1.05%	19,273	$2.2M
7	First Citizens Financial Corp	0.92%	16,806	$2.0M
8	BOS Asset Management, LLC	0.53%	17,966	$2.1M
9	ADVISORS MANAGEMENT GROUP INC /ADV	0.44%	20,980	$2K
10	WealthCare Investment Partners, LLC	0.43%	13,591	$1.6M
11	COTTONWOOD CAPITAL ADVISORS, LLC	0.34%	4,111	$477K
12	Essex LLC	0.28%	13,864	$1.6M
13	Grant Private Wealth Management Inc	0.25%	4,127	$479K
14	Forbes Financial Planning, Inc.	0.20%	2,931	$340K
15	Sovran Advisors, LLC	0.18%	19,752	$2.3M
16	High Net Worth Advisory Group LLC	0.17%	6,400	$743K
17	TPG Advisors LLC	0.16%	2,245	$261K
18	Retirement Management Systems Inc.	0.15%	5,358	$622K
19	Astoria Portfolio Advisors LLC.	0.14%	5,502	$642K
20	Nova Wealth Management, Inc.	0.13%	1,671	$194K
21	Sharkey, Howes & Javer	0.11%	6,849	$795K
22	Koshinski Asset Management, Inc.	0.10%	13,535	$1.6M
23	Legacy Wealth Partners, LLC	0.09%	3,122	$362K
24	Independence Bank of Kentucky	0.09%	6,162	$715K
25	Field & Main Bank	0.09%	2,610	$303K

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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IDU 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 IDU?

More buyers than sellers — 63% buying: Last quarter: 152 funds were net buyers (57 opened a brand new position + 95 added to an existing one). Only 88 were sellers (67 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDU holders?

Elite ownership — 44% AUM from top-100 funds: 19 of 286 holders are among the 100 largest funds by AUM, controlling 44% 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: 160 out of 286 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

ISHARES TR (IDU)

Smart Money Signals — IDU

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +14% more funds vs a year ago

More buyers than sellers — 63% buying

More new buyers each quarter (+16 vs last Q)

56% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 60% of holders stayed 2+ years

Elite ownership — 44% AUM from top-100 funds

Hedge Fund Ownership: IDU

Market Analysis: IDU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IDU

Hedge Fund Positioning: IDU

Statistics: IDU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (IDU)

Welcome to 13Foresight!