Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IVE)

2K + Investors. Track Smart Money conviction in IVE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +101
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — IVE

Based on 1543 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IVE 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
1,543 hedge funds hold IVE 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 — +10% more funds vs a year ago

fund count last 6Q
+140 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

831 buying467 selling
Last quarter: 831 funds were net buyers (180 opened a brand new position + 651 added to an existing one). Only 467 were sellers (388 trimmed + 79 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+59 vs last Q)

new funds entering per quarter
Funds opening a new IVE position: 117 → 99 → 121 → 180. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 22% medium ■ 14% new
987 out of 1,543 hedge funds have held IVE 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

155 → 117 → 99 → 121 → 180 new funds/Q
New funds entering each quarter: 117 → 99 → 121 → 180. A growing number of institutions are discovering IVE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Of 1,550 current holders: 971 (63%) 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 — 56% AUM from top-100 funds

56% from top-100 AUM funds
30 of 1543 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IVE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: IVE

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

Market Analysis: IVE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVE

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

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

78 top-rated funds 65 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: IVE
2026 Q1 Stats Unlock in 19 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1550 1446 7.19%
13F Shares 188M 161M 16.76%
Total Value $39.61B $33.12B 19.58%
New Positions 182 121 +61
Increased Positions 654 561 +93
Closed Positions 80 84 -4
Reduced Positions 394 454 -60
Total Calls 4 4 -
Total Puts 5 3 66.67%
PUT/CALL Ratio 1.25 0.75 Bearish

Statistics: IVE

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

2K + investors

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

Top 25 institutional holders of IVE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HOME FEDERAL BANK OF TENNESSEE 20.35% 385,302 $81.4M
2 LPWM LLC 17.68% 331,900 $70.1M
3 Thoma Capital Management LLC 15.10% 120,937 $25.5M
4 ADG Wealth Management Group, LLC 13.91% 95,344 $20.1M
5 LVZ, Inc. 13.80% 572,662 $120.9M
6 ENCOMPASS WEALTH ADVISORS, LLC 12.62% 171,699 $36.3M
7 American Wealth Advisors, LLC 12.53% 56,953 $12.0M
8 Powell Investment Advisors, LLC 11.50% 157,994 $33.4M
9 PLANNING DIRECTIONS INC 11.32% 105,962 $22.4M
10 FINANCIAL LIFE ADVISORS 10.98% 166,962 $35.3M
11 Hobbs Wealth Management, LLC 10.85% 51,943 $11.0M
12 Signature Wealth Management Partners, LLC 10.25% 96,818 $20.4M
13 Probity Advisors, Inc. 9.94% 297,151 $62.7M
14 AMARILLO NATIONAL BANK 9.90% 265,494 $56.1M
15 INSTRUMENTAL WEALTH, LLC 9.29% 71,538 $15.1M
16 hemming& Wealth Management, Inc. 7.81% 53,000 $11.2M
17 Strategic Point Investment Advisors, LLC 7.52% 245,027 $51.7M
18 EWA, LLC 7.45% 155,610 $32.9M
19 Portfolio Resources Advisor Group, Inc. 7.24% 34,515 $7.3M
20 LiftPoint Family Wealth Advisors LLC 7.16% 40,927 $8.6M
21 Polaris Investment Advisors, LLC 7.01% 45,564 $9.6M
22 JB Capital LLC 6.89% 808,494 $170.7M
23 Stone House Investment Management, LLC 6.71% 177,216 $37.4M
24 McNaughton Wealth Management, LLC 6.66% 76,322 $16.1M
25 IRONWOOD WEALTH MANAGEMENT, INC. 6.41% 65,861 $14.3M
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 (IVE)

What does the Smart Money Trend signal show for IVE?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IVE 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 IVE?

More buyers than sellers — 64% buying: Last quarter: 831 funds were net buyers (180 opened a brand new position + 651 added to an existing one). Only 467 were sellers (388 trimmed + 79 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IVE holders?

Elite ownership — 56% AUM from top-100 funds: 30 of 1543 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IVE. 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 IVE?

64% of holders stayed for 2+ years: 987 out of 1,543 hedge funds have held IVE 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.