Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IDV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +52
Streak
7Q ▲
Buyers last Q
69%

Smart Money Signals — IDV

Based on 530 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added IDV 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
530 hedge funds hold IDV 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 — +26% more funds vs a year ago

fund count last 6Q
+110 new funds entered over the past year (+26% 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 — 69% buying

322 buying146 selling
Last quarter: 322 funds were net buyers (79 opened a brand new position + 243 added to an existing one). Only 146 were sellers (119 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+36 vs last Q)

new funds entering per quarter
Funds opening a new IDV position: 44 → 76 → 43 → 79. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 21% new
327 out of 530 hedge funds have held IDV 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 +32% but shares only +8% — price-driven

Value
+32%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +32%, but actual share count only changed +8%. 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.
➡️

Steady discovery — ~79 new funds/quarter

52 → 44 → 76 → 43 → 79 new funds/Q
New funds entering each quarter: 44 → 76 → 43 → 79. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 8% 1-2yr ■ 27% new
Of 533 current holders: 345 (65%) 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 — 55% AUM from top-100 funds

55% from top-100 AUM funds
23 of 530 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in IDV. 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.

Hedge Fund Ownership: IDV

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

Market Analysis: IDV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDV

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 5 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: IDV
2026 Q1 Stats Unlock in 22 days 533 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 533 478 11.51%
13F Shares 94M 87M 8.33%
Total Value $4.21B $3.18B 32.13%
New Positions 79 43 +36
Increased Positions 243 212 +31
Closed Positions 27 37 -10
Reduced Positions 120 141 -21
Total Calls 2 1 100.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 1.0 3.0 Neutral

Statistics: IDV

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

533 + investors

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

Top 25 institutional holders of IDV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 URS Advisory LLC 6.23% 200,187 $8.5M
2 Eagle Bluffs Wealth Management LLC 6.06% 365,531 $15.6M
3 Johnson & White Wealth Management, LLC 4.92% 273,438 $11.6M
4 Prota Financial, LLC 3.97% 139,661 $5.5M
5 FORTE ASSET MANAGEMENT LLC 3.61% 193,066 $8.2M
6 FUKOKU MUTUAL LIFE INSURANCE CO 3.43% 1,232,000 $52.4M
7 Murphy, Middleton, Hinkle & Parker, Inc. 3.39% 171,901 $7.3M
8 Sterling Wealth Advisors Inc 3.26% 129,126 $5.7M
9 BFI Infinity Ltd. 2.56% 107,374 $4.6M
10 Outlook Wealth Advisors, LLC 2.42% 234,734 $10.0M
11 GDS Wealth Management 2.38% 932,530 $39.7M
12 Berkshire Money Management, Inc. 2.30% 527,447 $22.4M
13 bLong Financial, LLC 1.98% 61,623 $2.6M
14 Pathfinder Wealth Consulting, Inc. 1.43% 51,842 $2.2M
15 Capital Advisors Wealth Management, LLC 1.39% 243,396 $10.4M
16 GHP Investment Advisors, Inc. 1.33% 759,919 $32.3M
17 Fortitude Family Office, LLC 1.13% 119,250 $5.1M
18 Argent Advisors, Inc. 1.10% 94,507 $4.0M
19 Sound Stewardship, LLC 1.07% 54,999 $2.3M
20 Enclave Advisors LLC 1.03% 176,872 $7.5M
21 Bangor Savings Bank 1.02% 299,629 $12.8M
22 AdvisorNet Financial, Inc 0.92% 419,077 $17.8M
23 Thrive Capital Management, LLC 0.91% 97,406 $4.1M
24 Spectrum Planning & Advisory Services Inc. 0.79% 37,406 $1.6M
25 Axis Wealth Partners, LLC 0.78% 34,403 $1.5M
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 (IDV)

What does the Smart Money Trend signal show for IDV?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added IDV 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 IDV?

More buyers than sellers — 69% buying: Last quarter: 322 funds were net buyers (79 opened a brand new position + 243 added to an existing one). Only 146 were sellers (119 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDV holders?

Elite ownership — 55% AUM from top-100 funds: 23 of 530 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in IDV. 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 IDV?

62% of holders stayed for 2+ years: 327 out of 530 hedge funds have held IDV 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.