Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IVV)

4K + Investors. Track Smart Money conviction in IVV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +37
Streak
4Q ▲
Buyers last Q
54%

Smart Money Signals — IVV

Based on 3975 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 IVV 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
3,975 hedge funds hold IVV 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 — +14% more funds vs a year ago

fund count last 6Q
+492 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

1970 buying1689 selling
Last quarter: 1,970 funds bought or added vs 1,689 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.
⚠️

Fewer new buyers each quarter (-215 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 211 → 197 → 444 → 229. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
2,627 out of 3,975 hedge funds have held IVV 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.
🚀

Acceleration phase — new buyers rushing in

184 → 211 → 197 → 444 → 229 new funds/Q
New funds entering each quarter: 211 → 197 → 444 → 229. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 66% veterans vs 18% newcomers

■ 66% veterans ■ 15% 1-2yr ■ 18% new
Entry-cohort mix of 3,996 holders: 2,647 (66%) are 2+ year veterans, 618 entered 1–2 years ago, and 731 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
51 of 3971 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — IVV

In 2026 Q1, 1970 hedge funds were net buyers of IVV (229 opened a new position, 1741 added to an existing one), while 1689 reduced or exited (1497 trimmed, 192 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in IVV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +37 funds (more new holders than closures). Total institutional holders: 3975.

Hedge Fund Ownership: IVV

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

Market Analysis: IVV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVV

-- --

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

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

Signal Freshness measures how much IVV 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 · 78d ago
IVV
+15.1%
SPY
+15.9%

IVV outperformed SPY by -0.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
IVV
+1.6%
SPY
+2.0%

Since the filing became public, IVV 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 ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

107 top-rated funds 591 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
8.9
/ 10
conviction
Hedge Fund Positioning: IVV
4K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 3918 3938 -0.51%
13F Shares 828M 860M -3.67%
Total Value $530.02B $562.39B -5.76%
New Positions 209 444 -235
Increased Positions 1716 1661 +55
Closed Positions 229 132 +97
Reduced Positions 1475 1363 +112
Total Calls 9 12 -25.0%
Total Puts 12 13 -7.69%
PUT/CALL Ratio 1.33 1.08 Bearish

Statistics: IVV

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Institutional Holders (2026 Q1)

4K + investors

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

QUARTER:
Top 25 IVV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CenturyLink Investment Management Co 100.00% 118,027 $77.1M
2 26North Partners LP 100.00% 88,681 $57.9M
3 Toews Corp /Adv 94.69% 375,750 $245.4M
4 Genworth Financial Inc 91.85% 601,470 $392.9M
5 Conrad N. Hilton Foundation 87.27% 304,999 $199.2M
6 Financial Counselors Inc 75.71% 82,131 $53.6M
7 Michael & Susan Dell Foundation 73.08% 3,187,927 $2.08B
8 Potomac Fund Management Inc /Adv 68.45% 3,015,478 $1.97B
9 AGAVE CAPITAL MANAGEMENT Ltd 62.24% 603,100 $386.9M
10 Alaska Permanent Fund Corp 60.81% 1,323,000 $955.3M
11 Vestwell Advisors, LLC 59.99% 335,295 $219.0M
12 Shelter Ins Retirement Plan 58.22% 80,061 $52.3M
13 Alternative Investment Advisors, LLC. 57.13% 200,489 $131.0M
14 Kedalion Capital Management LLP 56.89% 3,031,500 $1.98B
15 Ashford Advisors, LLC 54.85% 360,435 $235.4M
16 Mkd Wealth Coaches, LLC 54.60% 84,945 $55.5M
17 Ironclad Investments LLC 49.70% 155,164 $101.4M
18 Missouri Education Pension Trust 48.47% 217,826 $142.3M
19 Adventist Health System/ West 46.93% 405,108 $264.6M
20 Soundwatch Capital LLC 44.78% 543,836 $355.2M
21 Gray Private Wealth, LLC 44.67% 135,965 $88.8M
22 Capula Management Ltd 42.25% 9,094,984 $5.94B
23 Teramo Advisors, LLC 40.62% 295,000 $192.7M
24 Fidelis Wealth Advisors LLC 39.73% 41,758 $27.3M
25 Nisa Investment Advisors, LLC 38.93% 16,114,884 $10.53B
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 (IVV)

What does the Smart Money Trend signal show for IVV?

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

Slight buying edge — 54% buying: Last quarter: 1,970 funds bought or added vs 1,689 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 IVV holders?

Strong quality — 39% AUM from major funds: 51 of 3971 holders rank in the top 100 by AUM, accounting for 39% 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 IVV?

66% of holders stayed for 2+ years: 2,627 out of 3,975 hedge funds have held IVV 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 (IVV) following the 2026 Q1 hedge fund 13F filings?

As of today, IVV has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), IVV has gained +15.1% 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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