Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IDV)

591 + 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
↑ +26
Streak
8Q ▲
Buyers last Q
62%

Smart Money Signals — IDV

Based on 593 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
593 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 — +34% more funds vs a year ago

fund count last 6Q
+149 new funds entered over the past year (+34% 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 — 62% buying

349 buying217 selling
Last quarter: 349 funds were net buyers (78 opened a brand new position + 271 added to an existing one). Only 217 were sellers (165 trimmed + 52 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 88 → 48 → 86 → 78. 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.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 20% medium ■ 21% new
349 out of 593 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.
💎

Buying through price weakness — shares +19%, value +4%

Value
+3%
Shares
+19%
Last quarter: funds added +19% more shares while total portfolio value only changed +4%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

49 → 88 → 48 → 86 → 78 new funds/Q
New funds entering each quarter: 88 → 48 → 86 → 78. A growing number of institutions are discovering IDV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 11% 1-2yr ■ 27% new
Of 596 current holders: 374 (63%) 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 — 54% AUM from top-100 funds

54% from top-100 AUM funds
29 of 593 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.9
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.

Institutional Sentiment Summary — IDV

In 2026 Q1, 349 hedge funds were net buyers of IDV (78 opened a new position, 271 added to an existing one), while 217 reduced or exited (165 trimmed, 52 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in IDV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 593.

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

-- --

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

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

Signal Freshness measures how much IDV 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 · 74d ago
IDV
+4.2%
SPY
+14.1%

IDV outperformed SPY by -9.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
IDV
-0.2%
SPY
+0.3%

Since the filing became public, IDV outperformed SPY by -0.5% .

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.

22 top-rated funds 11 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IDV
591 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 591 567 4.23%
13F Shares 114M 96M 19.35%
Total Value $4.41B $4.25B 3.68%
New Positions 78 86 -8
Increased Positions 270 250 +20
Closed Positions 54 31 +23
Reduced Positions 164 131 +33
Total Calls 1 2 -50.0%
Total Puts 2 2 -
PUT/CALL Ratio 2.0 1.0 Bearish

Statistics: IDV

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

591 + investors

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

QUARTER:
Top 25 IDV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Disciplined Investors, L.L.C. 7.69% 303,357 $12.9M
2 URS Advisory LLC 6.23% 200,187 $8.5M
3 Eagle Bluffs Wealth Management LLC 6.06% 365,531 $15.6M
4 Chicago Wealth Management, Inc. 5.53% 325,363 $13.8M
5 Johnson & White Wealth Management, LLC 4.92% 273,438 $11.6M
6 Prota Financial, LLC 3.97% 139,661 $5.5M
7 Forte Asset Management LLC 3.61% 193,066 $8.2M
8 Fukoku Mutual Life Insurance Co 3.43% 1,232,000 $52.4M
9 Murphy, Middleton, Hinkle & Parker, Inc. 3.39% 171,901 $7.3M
10 Sterling Wealth Advisors Inc 3.26% 129,126 $5.7M
11 Cowa, LLC 3.19% 277,728 $11.8M
12 Gallagher Capital Advisors, LLC 2.76% 96,263 $4.1M
13 BFI Infinity Ltd. 2.56% 107,374 $4.6M
14 Winthrop Partners - WNY, LLC 2.47% 109,013 $4.6M
15 Outlook Wealth Advisors, LLC 2.42% 234,734 $10.0M
16 GDS Wealth Management 2.38% 932,530 $39.7M
17 Berkshire Money Management, Inc. 2.30% 527,447 $22.4M
18 Integras Partners LLC 2.16% 77,424 $3.3M
19 Wealth Management Associates, Inc. 2.16% 147,257 $6.3M
20 bLong Financial, LLC 1.98% 61,623 $2.6M
21 Three Bearings Fiduciary Advisors, Inc. 1.84% 47,080 $2.0M
22 Argyle Capital Partners, LLC 1.82% 59,482 $2.5M
23 Invested Advisors 1.49% 34,648 $1.5M
24 Pathfinder Wealth Consulting, Inc. 1.43% 51,842 $2.2M
25 Capital Advisors Wealth Management, LLC 1.39% 243,396 $10.4M
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 — 8 quarters in a row: For 8 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 — 62% buying: Last quarter: 349 funds were net buyers (78 opened a brand new position + 271 added to an existing one). Only 217 were sellers (165 trimmed + 52 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDV holders?

Elite ownership — 54% AUM from top-100 funds: 29 of 593 holders are among the 100 largest funds by AUM, controlling 54% 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?

59% of holders stayed for 2+ years: 349 out of 593 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.

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

As of today, IDV has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), IDV has gained +4.2% vs +14.1% 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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