Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IVLU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +40
Streak
4Q ▲
Buyers last Q
60%

Smart Money Signals — IVLU

Based on 370 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IVLU 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
370 hedge funds hold IVLU 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 — +44% more funds vs a year ago

fund count last 6Q
+113 new funds entered over the past year (+44% 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.
🟢

More buyers than sellers — 60% buying

188 buying123 selling
Last quarter: 188 funds were net buyers (63 opened a brand new position + 125 added to an existing one). Only 123 were sellers (100 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~63 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 43 → 62 → 63. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 26% medium ■ 30% new
164 out of 370 hedge funds have held IVLU 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

34 → 45 → 43 → 62 → 63 new funds/Q
New funds entering each quarter: 45 → 43 → 62 → 63. A growing number of institutions are discovering IVLU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 47% veterans vs 39% newcomers

■ 47% veterans ■ 14% 1-2yr ■ 39% new
Entry-cohort mix of 370 holders: 174 (47%) are 2+ year veterans, 53 entered 1–2 years ago, and 143 (39%) 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
23 of 370 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in IVLU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — IVLU

In 2026 Q1, 188 hedge funds were net buyers of IVLU (63 opened a new position, 125 added to an existing one), while 123 reduced or exited (100 trimmed, 23 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in IVLU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +40 funds (more new holders than closures). Total institutional holders: 370.

Hedge Fund Ownership: IVLU

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

Market Analysis: IVLU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVLU

-- --

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

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

Signal Freshness measures how much IVLU 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 · 79d ago
IVLU
+6.3%
SPY
+13.9%

IVLU outperformed SPY by -7.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IVLU
+0.6%
SPY
+0.2%

Since the filing became public, IVLU outperformed SPY by +0.4% .

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.

11 top-rated funds 12 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IVLU
365 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 365 330 10.61%
13F Shares 69M 49M 40.73%
Total Value $2.64B $1.91B 38.31%
New Positions 61 62 -1
Increased Positions 125 111 +14
Closed Positions 26 26 -
Reduced Positions 99 102 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IVLU

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

365 + investors

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

QUARTER:
Top 25 IVLU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Invenio Wealth Partners LLC 9.13% 579,347 $23.0M
2 Pioneer Family Office, LLC 7.67% 300,785 $11.9M
3 Good Harbor Advisors, Inc. 7.21% 162,700 $6.2M
4 Farrow Financial, Inc. 6.34% 281,287 $11.2M
5 Meridian Financial Partners LLC 5.42% 354,552 $14.3M
6 Alliance Wealth Advisors, LLC /UT 5.08% 591,926 $23.5M
7 Ironwood Wealth Management, INC. 4.78% 256,501 $10.7M
8 Armbruster Capital Management, Inc. 4.39% 675,143 $26.8M
9 Freedom Investment Management, Inc. 3.83% 325,506 $12.9M
10 Cobblestone Asset Management LLC 3.74% 209,808 $8.3M
11 RHS Financial, LLC 3.64% 193,822 $7.7M
12 CoreFirst Bank & Trust 3.45% 164,205 $6.5M
13 Contango Wealth Management LLC 3.24% 69,854 $2.8M
14 Ackerman Capital Advisors, LLC 3.08% 379,411 $15.1M
15 Victory Financial Group, LLC 3.05% 626,014 $24.8M
16 Baer Investment Advisory LLC 3.05% 626,014 $24.8M
17 AdvisorShares Investments LLC 2.93% 404,916 $16.1M
18 PMG Wealth Management, Inc. 2.74% 95,713 $3.8M
19 Harbour Wealth Management Group, Inc. 2.69% 90,077 $3.6M
20 McBroom & Associates, LLC 2.40% 108,506 $4.3M
21 Cassilly Financial Group LLC 2.40% 69,569 $2.8M
22 Savvy Advisors, Inc. 2.37% 2,239,680 $88.9M
23 Clayton Partners LLC 2.34% 81,001 $3.2M
24 KWB Wealth 2.17% 576,757 $21.9M
25 Tacita Capital Inc 1.99% 84,864 $3.4M
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 (IVLU)

What does the Smart Money Trend signal show for IVLU?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IVLU 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 IVLU?

More buyers than sellers — 60% buying: Last quarter: 188 funds were net buyers (63 opened a brand new position + 125 added to an existing one). Only 123 were sellers (100 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IVLU holders?

Elite ownership — 51% AUM from top-100 funds: 23 of 370 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in IVLU. 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 IVLU?

44% of holders stayed for 2+ years: 164 out of 370 hedge funds have held IVLU 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 Ishares Tr (IVLU) following the 2026 Q1 hedge fund 13F filings?

As of today, IVLU has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), IVLU has gained +6.3% vs +13.9% 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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