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
↑ +147
Streak
5Q ▲
Buyers last Q
57%

Smart Money Signals — IVV

Based on 4128 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
4,128 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 — +16% more funds vs a year ago

fund count last 6Q
+571 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

2115 buying1616 selling
Last quarter: 2,115 funds bought or added vs 1,616 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 (+59 vs last Q)

new funds entering per quarter
Funds opening a new IVV position: 198 → 446 → 232 → 291. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 16% new
2,713 out of 4,128 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.
💎

Buying through price weakness — shares +327%, value +32%

Value
+32%
Shares
+326%
Last quarter: funds added +327% more shares while total portfolio value only changed +32%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

214 → 198 → 446 → 232 → 291 new funds/Q
New funds entering each quarter: 198 → 446 → 232 → 291. IVV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 67% veterans vs 18% newcomers

■ 67% veterans ■ 15% 1-2yr ■ 18% new
Entry-cohort mix of 4,154 holders: 2,766 (67%) are 2+ year veterans, 623 entered 1–2 years ago, and 765 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
53 of 4124 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IVV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
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 Q2, 2115 hedge funds were net buyers of IVV (291 opened a new position, 1824 added to an existing one), while 1616 reduced or exited (1472 trimmed, 144 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in IVV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +147 funds (more new holders than closures). Total institutional holders: 4128.

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 Q3 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 September 30, 2026 · 46d ago
IVV
-1.1%
SPY
-1.1%

IVV outperformed SPY by +0.0% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 1d ago
IVV
+0.0%
SPY
+0.0%

Since the filing became public, IVV outperformed SPY by +0.0% .

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.

75 top-rated funds 610 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
8.5
/ 10
conviction
Hedge Fund Positioning: IVV
2026 Q3 Stats Unlock in 4 days 4K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 4086 3981 2.64%
13F Shares 967M 829M 16.68%
Total Value $695.81B $530.54B 31.15%
New Positions 270 232 +38
Increased Positions 1813 1736 +77
Closed Positions 161 193 -32
Reduced Positions 1448 1487 -39
Total Calls 13 9 44.44%
Total Puts 15 12 25.0%
PUT/CALL Ratio 1.15 1.33 Neutral

Statistics: IVV

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

Financial Highlights

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Income Statement & Cash Flow
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Institutional Holders (2026 Q3)

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:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 IVV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Genworth Financial Inc 93.13% 601,470 $460.6M
2 Toews Corp /Adv 86.82% 366,350 $280.6M
3 Financial Counselors Inc 80.56% 77,812 $59.6M
4 Potomac Fund Management Inc /Adv 65.78% 4,152,107 $3.18B
5 Shelter Ins Retirement Plan 61.16% 80,965 $62.0M
6 Alaska Permanent Fund Corp 60.14% 1,001,950 $767.3M
7 Teramo Advisors, LLC 60.03% 460,000 $352.3M
8 Alternative Investment Advisors, LLC. 57.54% 201,386 $154.2M
9 Mkd Wealth Coaches, LLC 56.14% 88,628 $67.9M
10 Gr Financial Group, LLC 55.02% 542,049 $415.1M
11 Ashford Advisors, LLC 53.59% 334,181 $255.9M
12 Ironclad Investments LLC 49.44% 153,639 $117.7M
13 Nisa Investment Advisors, LLC 47.23% 21,395,674 $16.38B
14 Gray Private Wealth, LLC 43.92% 140,739 $107.8M
15 Nationwide Fund Advisors 42.64% 1,287,739 $986.2M
16 Soundwatch Capital LLC 42.07% 497,443 $383.1M
17 Mann Financial Group, Inc. 39.63% 64,779 $49.6M
18 Endurance Services Ltd 38.88% 332,601 $254.7M
19 Valley Forge Investment Consultants Inc Adv 38.46% 203,365 $155.7M
20 Palatine Hill Wealth Management, LLC 37.70% 68,529 $52.5M
21 First Command Advisory Services, Inc. 37.51% 9,037,102 $6.92B
22 Bull Oak Capital, LLC 37.36% 149,357 $114.4M
23 New England Professional Planning Group Inc. 36.86% 126,635 $97.0M
24 Mandatum Life Insurance Co Ltd 36.71% 274,049 $209.9M
25 Planning Project LLC 36.68% 260,905 $199.0M
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

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Frequently Asked Questions — Ishares Tr (IVV)

What does the Smart Money Trend signal show for IVV?

Buying streak — 5 quarters in a row: For 5 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 — 57% buying: Last quarter: 2,115 funds bought or added vs 1,616 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?

Elite ownership — 50% AUM from top-100 funds: 53 of 4124 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IVV. 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 IVV?

66% of holders stayed for 2+ years: 2,713 out of 4,128 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 Q3 hedge fund 13F filings?

As of today, IVV has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), IVV has gained -1.1% vs -1.1% 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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