Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (IQDF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
6Q ▲
Buyers last Q
59%

Smart Money Signals — IQDF

Based on 91 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added IQDF 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
91 hedge funds hold IQDF 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 — +36% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+36% 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 — 59% buying

45 buying31 selling
Last quarter: 45 funds bought or added vs 31 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.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 14 → 17 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 16% medium ■ 31% new
48 out of 91 hedge funds have held IQDF 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.
📈

Growing discovery — still being found

8 → 10 → 14 → 17 → 12 new funds/Q
New funds entering each quarter: 10 → 14 → 17 → 12. A growing number of institutions are discovering IQDF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 12% 1-2yr ■ 33% new
Of 91 current holders: 50 (55%) 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 — 78% AUM from top-100 funds

78% from top-100 AUM funds
19 of 91 holders are among the 100 largest funds by AUM, controlling 78% of total institutional value in IQDF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — IQDF

In 2026 Q1, 45 hedge funds were net buyers of IQDF (12 opened a new position, 33 added to an existing one), while 31 reduced or exited (23 trimmed, 8 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 78% of total institutional value in IQDF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 91.

Hedge Fund Ownership: IQDF

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

Market Analysis: IQDF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IQDF

-- --

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

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

Signal Freshness measures how much IQDF 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 · 77d ago
IQDF
+12.3%
SPY
+15.9%

IQDF outperformed SPY by -3.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
IQDF
+5.2%
SPY
+2.0%

Since the filing became public, IQDF outperformed SPY by +3.2% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: IQDF
90 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 90 87 3.45%
13F Shares 29M 27M 6.8%
Total Value $903M $816M 10.77%
New Positions 11 17 -6
Increased Positions 33 38 -5
Closed Positions 8 8 -
Reduced Positions 23 12 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IQDF

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

90 + investors

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

QUARTER:
Top 25 IQDF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Holcombe Financial, Inc. 3.43% 184,289 $5.8M
2 VestGen Investment Management 1.90% 108,847 $3.4M
3 First Financial Corp /In/ 1.30% 104,470 $3.3M
4 Curry Webb Wealth Management LLC 0.99% 65,881 $2.1M
5 Gilbert Capital Group, Inc. 0.65% 26,578 $842K
6 Red Tortoise LLC 0.64% 48,919 $1.5M
7 Valued Retirements, Inc. 0.46% 14,996 $475K
8 APS Management Group, Inc. 0.40% 14,657 $464K
9 Keybank National Association/Oh 0.36% 3,092,929 $98.0M
10 WealthPoint Financial, LLC 0.36% 13,430 $408K
11 Anson Capital, Inc. 0.23% 10,673 $338K
12 Quartz Partners, LLC 0.19% 15,264 $483K
13 Comprehensive Money Management Services LLC 0.15% 7,125 $226K
14 Charter Capital Management, LLC\DE 0.14% 8,845 $280K
15 Essex Bank 0.11% 16,006 $507K
16 Atlantic Private Wealth, LLC 0.11% 5,229 $166K
17 Kingsview Wealth Management, LLC 0.11% 244,397 $7.7M
18 Absolute Capital Management, LLC 0.10% 9,525 $302K
19 VestGen Advisors, LLC 0.10% 108,199 $3.7M
20 Wealthspire Advisors, LLC 0.09% 367,079 $11.6M
21 Empire Financial Management Company, LLC 0.08% 11,718 $371K
22 First Heartland Consultants, Inc. 0.08% 32,996 $1.0M
23 COFG Advisors, LLC 0.05% 6,403 $203K
24 Rothschild Wealth LLC 0.05% 15,909 $504K
25 UMB Bank, n.a. 0.04% 95,072 $3.0M
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 — Flexshares Tr (IQDF)

What does the Smart Money Trend signal show for IQDF?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added IQDF 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 IQDF?

Slight buying edge — 59% buying: Last quarter: 45 funds bought or added vs 31 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 IQDF holders?

Elite ownership — 78% AUM from top-100 funds: 19 of 91 holders are among the 100 largest funds by AUM, controlling 78% of total institutional value in IQDF. 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 IQDF?

53% of holders stayed for 2+ years: 48 out of 91 hedge funds have held IQDF 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 Flexshares Tr (IQDF) following the 2026 Q1 hedge fund 13F filings?

As of today, IQDF has moved +5.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +3.2%. Since the quarter end (March 31, 2026), IQDF has gained +12.3% vs +15.9% 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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