Ishares Tr (IDU): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, IDU has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.5%. Since the quarter end (March 31, 2026), IDU gained -3.7% 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.

Ishares Tr (IDU)

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

Smart Money Signals — IDU

Based on 301 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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 (99% of max)

99% of all-time peak

301 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.

🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q

+55 new funds entered over the past year (+22% 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.

🟡

Slight buying edge — 52% buying

137 buying127 selling

Last quarter: 137 funds bought or added vs 127 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 (-17 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 44 → 46 → 60 → 43. 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.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 23% medium ■ 23% new

163 out of 301 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

33 → 44 → 46 → 60 → 43 new funds/Q

New funds entering each quarter: 44 → 46 → 60 → 43. A growing number of institutions are discovering IDU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 60% veterans vs 28% newcomers

■ 60% veterans ■ 12% 1-2yr ■ 28% new

Entry-cohort mix of 301 holders: 180 (60%) are 2+ year veterans, 37 entered 1–2 years ago, and 84 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds

24 of 301 holders are among the 100 largest funds by AUM, controlling 50% 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.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	298	305	-2.3%
13F Shares	8M	9M	-7.39%
Total Value	$956M	$1.00B	-4.87%
New Positions	42	60	-18
Increased Positions	94	101	-7
Closed Positions	49	24	+25
Reduced Positions	80	70	+10
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

298

305

-2.3%

13F Shares

-7.39%

Total Value

$956M

$1.00B

-4.87%

New Positions

-18

Increased Positions

101

-7

Closed Positions

+25

Reduced Positions

+10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

298 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IDU holders by conviction (% of portfolio weight) — 2026 Q1 · 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	Destination Wealth Management	1.83%	606,250	$70.4M
6	Croban	1.73%	31,658	$3.7M
7	Mlp3, LLC	1.19%	9,268	$1.1M
8	Wealthstar Advisors, LLC	1.05%	19,273	$2.2M
9	First Citizens Financial Corp	0.92%	16,806	$2.0M
10	PGIM Custom Harvest LLC	0.79%	436,338	$50.7M
11	Ridge Creek Global, Inc	0.77%	7,824	$908K
12	Lbmc Investment Advisors, LLC	0.76%	106,885	$12.4M
13	BOS Asset Management, LLC	0.53%	17,966	$2.1M
14	Arete Wealth Advisors, LLC	0.52%	60,100	$7.0M
15	WealthCare Investment Partners, LLC	0.43%	13,591	$1.6M
16	S&A Financial Services, Inc.	0.38%	4,825	$560K
17	Garrison Point Advisors, LLC	0.36%	6,883	$799K
18	Nikulski Financial, Inc.	0.34%	11,932	$1.4M
19	Cottonwood Capital Advisors, LLC	0.34%	4,111	$477K
20	Wealth Management Associates, Inc.	0.32%	7,991	$928K
21	Holderness Investments Co	0.30%	12,985	$1.5M
22	Mullooly Asset Management, Inc.	0.29%	6,856	$796K
23	Essex LLC	0.28%	13,864	$1.6M
24	Grant Private Wealth Management Inc	0.25%	4,127	$479K
25	Steward Partners Investment Advisory, LLC	0.25%	424,713	$49.3M

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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 52% buying: Last quarter: 137 funds bought or added vs 127 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 — 50% AUM from top-100 funds: 24 of 301 holders are among the 100 largest funds by AUM, controlling 50% 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?

54% of holders stayed for 2+ years: 163 out of 301 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.

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

As of today, IDU has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.5%. Since the quarter end (March 31, 2026), IDU has gained -3.7% 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.

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Ishares Tr (IDU)

Smart Money Signals — IDU

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Fast accumulation — +22% more funds vs a year ago

Slight buying edge — 52% buying

Fewer new buyers each quarter (-17 vs last Q)

54% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 60% veterans vs 28% newcomers

Elite ownership — 50% AUM from top-100 funds

Institutional Sentiment Summary — IDU

Hedge Fund Ownership: IDU

Market Analysis: IDU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IDU

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

Hedge Fund Positioning: IDU

Statistics: IDU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IDU)

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