Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IVLU)

315 + 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
↑ +34
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — IVLU

Based on 315 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
315 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 — +24% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+24% 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 — 57% buying

165 buying122 selling
Last quarter: 165 funds bought or added vs 122 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 (+20 vs last Q)

new funds entering per quarter
Funds opening a new IVLU position: 32 → 44 → 37 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 24% medium ■ 29% new
149 out of 315 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.
💎

Buying through price weakness — shares -19%, value -56%

Value
-55%
Shares
-19%
Last quarter: funds added -19% more shares while total portfolio value only changed -56%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

39 → 32 → 44 → 37 → 57 new funds/Q
New funds entering each quarter: 32 → 44 → 37 → 57. A growing number of institutions are discovering IVLU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 17% 1-2yr ■ 36% new
Of 315 current holders: 147 (47%) 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 — 38% AUM from major funds

38% from top-100 AUM funds
19 of 315 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

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

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

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 7 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: IVLU
2026 Q1 Stats Unlock in 20 days 315 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 315 281 12.1%
13F Shares 48M 60M -19.18%
Total Value $1.88B $4.24B -55.73%
New Positions 57 37 +20
Increased Positions 108 81 +27
Closed Positions 23 25 -2
Reduced Positions 99 108 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IVLU

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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) --
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Institutional Holders (2026 Q1)

315 + investors

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

Top 25 institutional holders of IVLU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 INVENIO WEALTH PARTNERS LLC 9.13% 579,347 $23.0M
2 Meridian Financial Partners LLC 5.42% 354,552 $14.3M
3 IRONWOOD WEALTH MANAGEMENT, INC. 4.78% 256,501 $10.7M
4 Armbruster Capital Management, Inc. 4.39% 675,143 $26.8M
5 Freedom Investment Management, Inc. 3.83% 325,506 $12.9M
6 Cobblestone Asset Management LLC 3.74% 209,808 $8.3M
7 RHS Financial, LLC 3.64% 193,822 $7.7M
8 VICTORY FINANCIAL GROUP, LLC 3.05% 626,014 $24.8M
9 Baer Investment Advisory LLC 3.05% 626,014 $24.8M
10 AdvisorShares Investments LLC 2.93% 404,916 $16.1M
11 PMG Wealth Management, Inc. 2.74% 95,713 $3.8M
12 Harbour Wealth Management Group, Inc. 2.69% 90,077 $3.6M
13 McBroom & Associates, LLC 2.40% 108,506 $4.3M
14 Cassilly Financial Group LLC 2.40% 69,569 $2.8M
15 KWB Wealth 2.17% 576,757 $21.9M
16 Kathmere Capital Management, LLC 1.99% 812,755 $32.3M
17 Index Technologies Group LLC 1.88% 43,425 $1.7M
18 High Probability Advisors, LLC 1.84% 362,399 $14.4M
19 Systelligence, LLC 1.80% 233,966 $9.3M
20 SAXON INTERESTS, INC. 1.46% 107,107 $4.3M
21 One Wealth Advisors, LLC 1.44% 291,435 $11.6M
22 Quantum Portfolio Management LLC 1.43% 82,694 $3.3M
23 Prosperity Planning, Inc. 1.27% 126,156 $5.0M
24 Wise Wealth Partners 1.13% 20,957 $832K
25 Heck Capital Advisors, LLC 1.08% 368,331 $14.6M
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 57% buying: Last quarter: 165 funds bought or added vs 122 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 IVLU holders?

Strong quality — 38% AUM from major funds: 19 of 315 holders rank in the top 100 by AUM, accounting for 38% 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 IVLU?

47% of holders stayed for 2+ years: 149 out of 315 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.

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.