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

ISHARES TR (IEV)

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

Smart Money Signals — IEV

Based on 274 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added IEV 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

274 hedge funds hold IEV 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 — +23% more funds vs a year ago

fund count last 6Q

+52 new funds entered over the past year (+23% 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 — 51% buying

118 buying115 selling

Last quarter: 118 funds bought or added vs 115 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.

📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter

Funds opening a new IEV position: 37 → 50 → 15 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 21% medium ■ 22% new

157 out of 274 hedge funds have held IEV 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

29 → 37 → 50 → 15 → 42 new funds/Q

New funds entering each quarter: 37 → 50 → 15 → 42. IEV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 13% 1-2yr ■ 25% new

Of 276 current holders: 169 (61%) 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

19 of 274 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in IEV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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	276	256	7.81%
13F Shares	13M	21M	-40.92%
Total Value	$846M	$1.40B	-39.68%
New Positions	42	15	+27
Increased Positions	80	71	+9
Closed Positions	21	33	-12
Reduced Positions	96	106	-10
Total Calls	1	2	-50.0%
Total Puts	1	1	-
PUT/CALL Ratio	1.0	0.5	Neutral

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

276

256

7.81%

13F Shares

13M

21M

-40.92%

Total Value

$846M

$1.40B

-39.68%

New Positions

+27

Increased Positions

Closed Positions

-12

Reduced Positions

106

-10

Total Calls

-50.0%

Total Puts

PUT/CALL Ratio

1.0

0.5

Neutral

Institutional Holders (2026 Q1)

276 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IEV. 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 IEV — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Nvest Financial, LLC	1.89%	74,600	$5.1M
2	Asempa Wealth Advisors	1.25%	20,749	$1.4M
3	Ridgeline Wealth, LLC	1.12%	23,039	$1.6M
4	Barry Investment Advisors, LLC	0.93%	62,184	$4.2M
5	One Wealth Advisors, LLC	0.90%	106,420	$7.2M
6	Willis Johnson & Associates, Inc.	0.79%	198,865	$13.5M
7	Signet Private Wealth LLC	0.66%	10,201	$693K
8	Finley Financial, LLC	0.41%	12,735	$865K
9	Westhampton Capital, LLC	0.39%	12,388	$842K
10	Braun-Bostich & Associates Inc.	0.39%	9,167	$623K
11	Yoffe Investment Management, LLC	0.38%	4,327	$294K
12	TSA Wealth Managment LLC	0.36%	16,224	$1.1M
13	5T Wealth, LLC	0.32%	11,745	$798K
14	Cypress Wealth Services, LLC	0.24%	24,547	$1.7M
15	Balance Wealth, LLC	0.23%	11,029	$749K
16	Affinity Capital Advisors, LLC	0.19%	20,284	$1.4M
17	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	0.18%	4,000	$272K
18	FIRETHORN WEALTH PARTNERS, LLC	0.17%	6,933	$471K
19	Accelerate Investment Advisors LLC	0.16%	3,628	$246K
20	Strong Retirement Solutions LLC	0.16%	3,445	$234K
21	ONE Advisory Partners, LLC	0.16%	7,735	$526K
22	W ADVISORS, LLC	0.16%	4,590	$312K
23	Lansing Street Advisors	0.15%	8,618	$586K
24	Flagship Private Wealth, LLC	0.14%	5,181	$352K
25	Brown Miller Wealth Management, LLC	0.14%	7,134	$485K

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 (IEV)

What does the Smart Money Trend signal show for IEV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IEV 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 IEV?

Slight buying edge — 51% buying: Last quarter: 118 funds bought or added vs 115 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 IEV holders?

Elite ownership — 54% AUM from top-100 funds: 19 of 274 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in IEV. 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 IEV?

57% of holders stayed for 2+ years: 157 out of 274 hedge funds have held IEV 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.

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ISHARES TR (IEV)

Smart Money Signals — IEV

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +23% more funds vs a year ago

Slight buying edge — 51% buying

More new buyers each quarter (+27 vs last Q)

57% of holders stayed for 2+ years

Peak discovery — momentum slowing

Deep conviction — 61% of holders stayed 2+ years

Elite ownership — 54% AUM from top-100 funds

Hedge Fund Ownership: IEV

Market Analysis: IEV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IEV

Hedge Fund Positioning: IEV

Statistics: IEV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (IEV)

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