Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (INDY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — INDY

Based on 91 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 INDY 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 (96% of max)

96% of all-time peak
91 hedge funds hold INDY 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.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 58% buying

45 buying33 selling
Last quarter: 45 funds bought or added vs 33 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new INDY position: 15 → 14 → 9 → 17. 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+) 22% medium 16% new
56 out of 91 hedge funds have held INDY 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 — ~17 new funds/quarter

9 → 15 → 14 → 9 → 17 new funds/Q
New funds entering each quarter: 15 → 14 → 9 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 13% 1-2yr 22% new
Of 91 current holders: 59 (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.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
15 of 91 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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: INDY

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

Market Analysis: INDY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INDY

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

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: INDY
2026 Q1 Stats Unlock in 20 days 91 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 91 89 2.25%
13F Shares 4M 4M 5.68%
Total Value $207M $199M 3.83%
New Positions 17 9 +8
Increased Positions 28 26 +2
Closed Positions 15 12 +3
Reduced Positions 18 26 -8
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: INDY

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

91 + investors

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

Top 19 institutional holders of INDY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Finley Financial, LLC 0.18% 8,890 $376K
2 Viewpoint Capital Management LLC 0.12% 6,005 $254K
3 KFA Private Wealth Group, LLC 0.08% 8,314 $351K
4 Activest Wealth Management 0.04% 4,808 $203K
5 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.02% 7,494 $317K
6 THOMPSON INVESTMENT MANAGEMENT, INC. 0.01% 2,714 $115K
7 WEBSTER BANK, N. A. 0.01% 3,560 $150K
8 BANQUE PICTET & CIE SA 0.01% 30,000 $1.3M
9 OLD SECOND NATIONAL BANK OF AURORA 0.01% 600 $25K
10 SIGNATUREFD, LLC 0.00% 4,511 $191K
11 GILPIN WEALTH MANAGEMENT, LLC 0.00% 75 $3K
12 TRUIST FINANCIAL CORP 0.00% 38,608 $1.6M
13 Blue Trust, Inc. 0.00% 4,293 $181K
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 16,008 $676K
15 IFP Advisors, Inc 0.00% 990 $42K
16 Farther Finance Advisors, LLC 0.00% 2,171 $92K
17 BIRCHBROOK, INC. 0.00% 9
18 WHITTIER TRUST CO 0.00% 135 $6K
19 Central Pacific Bank - Trust Division 0.00% 9
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 (INDY)

What does the Smart Money Trend signal show for INDY?

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

Slight buying edge — 58% buying: Last quarter: 45 funds bought or added vs 33 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 INDY holders?

Strong quality — 32% AUM from major funds: 15 of 91 holders rank in the top 100 by AUM, accounting for 32% 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 INDY?

62% of holders stayed for 2+ years: 56 out of 91 hedge funds have held INDY 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.