Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (INDA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -20
Streak
2Q ▼
Buyers last Q
41%

Smart Money Signals — INDA

Based on 547 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their INDA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
547 funds currently hold this stock — 85% of the 3.0-year high of 642 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 15% fewer funds vs a year ago

fund count last 6Q
95 fewer hedge funds hold INDA compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 41% buying

208 buying305 selling
Last quarter: 305 funds reduced or exited vs 208 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 56 → 89 → 71 → 64. 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.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 22% medium ■ 16% new
343 out of 547 hedge funds have held INDA 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.
➡️

Steady discovery — ~64 new funds/quarter

132 → 56 → 89 → 71 → 64 new funds/Q
New funds entering each quarter: 56 → 89 → 71 → 64. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 19% newcomers

■ 66% veterans ■ 15% 1-2yr ■ 19% new
Entry-cohort mix of 567 holders: 374 (66%) are 2+ year veterans, 86 entered 1–2 years ago, and 107 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
46 of 540 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in INDA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — INDA

In 2026 Q2, 208 hedge funds were net buyers of INDA (64 opened a new position, 144 added to an existing one), while 305 reduced or exited (221 trimmed, 84 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 51% of total institutional value in INDA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -20 funds (more exits than new entries). Total institutional holders: 547.

Hedge Fund Ownership: INDA

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

Market Analysis: INDA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INDA

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 7 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: INDA
538 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 538 567 -5.11%
13F Shares 141M 154M -8.59%
Total Value $7.39B $7.06B 4.66%
New Positions 64 71 -7
Increased Positions 139 172 -33
Closed Positions 86 111 -25
Reduced Positions 217 215 +2
Total Calls 16 16 -
Total Puts 11 10 10.0%
PUT/CALL Ratio 0.69 0.62 Bullish

Statistics: INDA

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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 Q2)

538 + investors

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

QUARTER:
Top 25 INDA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nipun Capital, L.P. 38.29% 1,663,155 $82.1M
2 Daiichi Life International Holdings LLC 6.71% 4,284 $212K
3 Gray Foundation 4.18% 383,911 $19.0M
4 Euclidean Capital LLC 4.15% 369,600 $18.3M
5 Connective Portfolio Management, LLC 4.10% 50,000 $2.5M
6 Shah Wealth Advisors, LLC 3.09% 271,062 $13.4M
7 Rice Partnership, LLC 2.96% 493,285 $24.4M
8 New Vernon Capital Holdings II LLC 2.81% 103,114 $5.1M
9 Millburn Ridgefield LLC /DE/ 2.61% 2,792,452 $137.9M
10 Qtron Investments LLC 2.46% 373,096 $18.4M
11 Dv Equities, LLC 2.31% 326,711 $16.1M
12 Catalyst Capital Advisors LLC 2.29% 2,792,452 $137.9M
13 Watershed Asset Management, L.L.C. 2.21% 50,000 $2.5M
14 Seven Bridges Advisors LLC 2.10% 88,298 $4.4M
15 Longfellow Investment Management Co LLC 1.95% 192,939 $9.5M
16 Bcwm, LLC 1.73% 119,881 $5.9M
17 Blue Sky Capital Consultants Group, Inc. 1.65% 78,281 $3.9M
18 Beacon Advisors Holdings, LLC 1.64% 67,645 $3.3M
19 Tepp RIA, LLC 1.62% 48,234 $2.4M
20 Ninety One North America, Inc. 1.58% 682,580 $33.7M
21 Peak Financial Advisors LLC 1.56% 76,069 $3.8M
22 Hippocratic Financial Advisors, LLC 1.52% 81,777 $4.0M
23 Delos Wealth Advisors, LLC 1.52% 60,169 $3.0M
24 Virtue Asset Management LLC 1.50% 43,312 $2.1M
25 Custos Family Office, LLC 1.48% 49,957 $2.5M
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 (INDA)

What does the Smart Money Trend signal show for INDA?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their INDA 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 INDA?

More sellers than buyers — 41% buying: Last quarter: 305 funds reduced or exited vs 208 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for INDA holders?

Elite ownership — 51% AUM from top-100 funds: 46 of 540 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in INDA. 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 INDA?

63% of holders stayed for 2+ years: 343 out of 547 hedge funds have held INDA 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.

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