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
↑ +258
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — IVV

Based on 3607 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 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
3,607 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 — +11% more funds vs a year ago

fund count last 6Q
+344 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

1948 buying1382 selling
Last quarter: 1,948 funds bought or added vs 1,382 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 (+214 vs last Q)

new funds entering per quarter
Funds opening a new IVV position: 162 → 182 → 171 → 385. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 18% medium ■ 13% new
2,490 out of 3,607 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

368 → 162 → 182 → 171 → 385 new funds/Q
New funds entering each quarter: 162 → 182 → 171 → 385. 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.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Of 3,631 current holders: 2,432 (67%) 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 — 30% AUM from major funds

30% from top-100 AUM funds
35 of 3607 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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: 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

-- --
Smart Money Signal ?
Strong Institutional Conviction

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

183 top-rated funds 545 high-conviction
Consensus
9.8
/ 10
breadth
×
Elite
9.0
/ 10
conviction
Hedge Fund Positioning: IVV
2026 Q1 Stats Unlock in 22 days 4K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 3631 3372 7.68%
13F Shares 844M 767M 10.03%
Total Value $552.03B $578.27B -4.54%
New Positions 386 171 +215
Increased Positions 1592 1480 +112
Closed Positions 129 117 +12
Reduced Positions 1282 1286 -4
Total Calls 12 11 9.09%
Total Puts 13 14 -7.14%
PUT/CALL Ratio 1.08 1.27 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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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.

Top 25 institutional holders of IVV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CenturyLink Investment Management Co 100.00% 118,027 $77.1M
2 Kedalion Capital Management LLP 56.89% 3,031,500 $1.98B
3 MKD WEALTH COACHES, LLC 54.60% 84,945 $55.5M
4 Leverty Financial Group, LLC 37.23% 257,635 $168.3M
5 Ackerman Asset Management, LLC 37.18% 81,570 $53.3M
6 Mann Financial Group, Inc. 36.89% 59,978 $39.2M
7 HOME FEDERAL BANK OF TENNESSEE 36.07% 220,828 $144.2M
8 VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 35.79% 182,827 $119.4M
9 P/E Global LLC 35.48% 689,234 $450.2M
10 Tarbox Family Office, Inc. 33.27% 313,643 $204.9M
11 FIRST HAWAIIAN BANK 33.20% 363,420 $237.4M
12 St. Clair Advisors, LLC 30.93% 177,961 $116.2M
13 COREPATH WEALTH PARTNERS LLC 29.93% 65,371 $44.4M
14 Constellation Investments, Inc. 29.45% 1,358,390 $887.3M
15 Single Point Partners, LLC 29.12% 224,004 $146.3M
16 HICKS CAPITAL MANAGEMENT LLC 29.00% 44,377 $29.0M
17 Bluesphere Advisors LLC 28.91% 124,515 $81.3M
18 Holland Advisory Services, Inc. 28.80% 32,907 $21.5M
19 PROATHLETE WEALTH MANAGEMENT LLC 28.19% 155,371 $101.6M
20 NDWM LLC 27.48% 64,866 $42.4M
21 Beaumont Asset Management, L.L.C. 27.45% 93,364 $61.0M
22 PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 27.39% 68,676 $44.9M
23 BankPlus Wealth Management LLC 27.35% 81,004 $52.9M
24 Arcataur Capital Management LLC 26.83% 147,632 $96.4M
25 TFC Financial Management, Inc. 26.81% 333,103 $217.6M
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 (IVV)

What does the Smart Money Trend signal show for IVV?

Buying streak — 3 quarters in a row: For 3 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 — 58% buying: Last quarter: 1,948 funds bought or added vs 1,382 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 — 30% AUM from major funds: 35 of 3607 holders rank in the top 100 by AUM, accounting for 30% 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?

69% of holders stayed for 2+ years: 2,490 out of 3,607 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.

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.