Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (INDA)

600 + 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
↑ +21
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — INDA

Based on 581 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 INDA 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.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
581 funds currently hold this stock — 94% of the 3.0-year high of 618 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding INDA is almost the same as a year ago (+3 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

283 buying251 selling
Last quarter: 283 funds bought or added vs 251 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 (+37 vs last Q)

new funds entering per quarter
Funds opening a new INDA position: 76 → 130 → 50 → 87. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 28% medium ■ 17% new
320 out of 581 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.
📊

Peak discovery — momentum slowing

89 → 76 → 130 → 50 → 87 new funds/Q
New funds entering each quarter: 76 → 130 → 50 → 87. INDA 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 — 60% of holders stayed 2+ years

■ 60% veterans ■ 20% 1-2yr ■ 21% new
Of 600 current holders: 357 (60%) 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.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
35 of 581 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

57 top-rated funds 10 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: INDA
2026 Q1 Stats Unlock in 19 days 600 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 600 576 4.17%
13F Shares 162M 151M 6.87%
Total Value $8.71B $7.89B 10.36%
New Positions 88 51 +37
Increased Positions 210 218 -8
Closed Positions 70 110 -40
Reduced Positions 203 213 -10
Total Calls 15 16 -6.25%
Total Puts 7 7 -
PUT/CALL Ratio 0.47 0.44 Bullish

Statistics: INDA

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

600 + investors

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

Top 25 institutional holders of INDA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nipun Capital, L.P. 38.96% 1,680,955 $78.7M
2 Gray Foundation 5.03% 425,748 $19.9M
3 Millburn Ridgefield LLC /DE/ 3.14% 3,120,382 $146.2M
4 Ninety One North America, Inc. 2.40% 1,143,058 $53.5M
5 Harpswell Capital Advisors, LLC 2.16% 61,855 $2.9M
6 Smart Portfolios, LLC 2.03% 43,406 $2.0M
7 PEAK FINANCIAL ADVISORS LLC 1.78% 85,717 $4.0M
8 BLUE SQUARE ASSET MANAGEMENT, LLC 1.69% 75,939 $3.6M
9 Hippocratic Financial Advisors, LLC 1.57% 76,342 $3.6M
10 BEACON ADVISORS HOLDINGS, LLC 1.49% 59,342 $2.8M
11 Blue Sky Capital Consultants Group, Inc. 1.47% 65,883 $3.1M
12 Benchmark Financial, LLC 1.21% 28,904 $1.4M
13 DUMAC, INC. 1.15% 201,973 $9.5M
14 Polianta Ltd 1.05% 169,700 $8K
15 North of South Capital LLP 0.93% 220,987 $10.4M
16 Randolph Co Inc 0.78% 175,448 $8.2M
17 IFM Investors Pty Ltd 0.76% 1,940,759 $90.9M
18 Roberts Wealth Advisors, LLC 0.75% 63,064 $3.0M
19 Cobblestone Asset Management LLC 0.61% 28,845 $1.4M
20 ALTFEST L J & CO INC 0.58% 114,822 $5.4M
21 Congress Park Capital LLC 0.52% 36,085 $1.7M
22 Steadtrust LLC 0.50% 18,978 $889K
23 Mechanics Bank Trust Department 0.47% 72,688 $3.4M
24 CWC Advisors, LLC. 0.45% 20,394 $955K
25 SPINNAKER TRUST 0.43% 166,673 $7.8M
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?

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

Slight buying edge — 53% buying: Last quarter: 283 funds bought or added vs 251 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 INDA holders?

Strong quality — 35% AUM from major funds: 35 of 581 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held INDA?

55% of holders stayed for 2+ years: 320 out of 581 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.