Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IVVW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — IVVW

Based on 20 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IVVW 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
20 hedge funds hold IVVW right now — the highest count in 2.2 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 — +25% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+25% 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

12 buying8 selling
Last quarter: 12 funds were net buyers (6 opened a brand new position + 6 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 55% entered in last year

■ 0% conviction (2yr+) ■ 45% medium ■ 55% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~6 new funds/quarter

5 → 3 → 4 → 5 → 6 new funds/Q
New funds entering each quarter: 3 → 4 → 5 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 70% of holders entered in last year

■ 0% veterans ■ 30% 1-2yr ■ 70% new
Of 20 current holders: 14 (70%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
4 of 20 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — IVVW

In 2026 Q1, 12 hedge funds were net buyers of IVVW (6 opened a new position, 6 added to an existing one), while 8 reduced or exited (5 trimmed, 3 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 20.

Hedge Fund Ownership: IVVW

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

Market Analysis: IVVW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVVW

-- --

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

Is It Too Late to Buy ISHARES TR (IVVW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IVVW 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 · 57d ago
IVVW
+2.6%
SPY
+15.6%

IVVW outperformed SPY by -13.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 12d ago
IVVW
+0.6%
SPY
+1.7%

Since the filing became public, IVVW outperformed SPY by -1.1% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: IVVW
20 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 20 17 17.65%
13F Shares 4M 4M 11.48%
Total Value $181M $170M 6.91%
New Positions 6 5 +1
Increased Positions 6 8 -2
Closed Positions 3 2 +1
Reduced Positions 5 1 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IVVW

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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)

20 + investors

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

QUARTER:
Top 20 institutional holders of IVVW — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SUMITOMO LIFE INSURANCE CO 3.11% 3,030,000 $132.3M
2 GARRISON BRADFORD & ASSOCIATES INC 0.47% 9,545 $417K
3 Insight Wealth Strategies, LLC 0.06% 12,694 $554K
4 Retirement Planning Group, LLC 0.06% 40,819 $1.8M
5 Synergy Investment Management, LLC 0.01% 629 $27K
6 ASSETMARK, INC 0.01% 92,341 $4.0M
7 OSAIC HOLDINGS, INC. 0.01% 99,497 $4.3M
8 Cetera Investment Advisers 0.01% 116,679 $5.1M
9 Rossby Financial, LCC 0.00% 456 $20K
10 Summit Financial, LLC 0.00% 5,354 $234K
11 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 45,616 $2.0M
12 MML INVESTORS SERVICES, LLC 0.00% 13,120 $573K
13 ENVESTNET ASSET MANAGEMENT INC 0.00% 39,864 $1.7M
14 BlackRock, Inc. 0.00% 601,530 $26.3M
15 RAYMOND JAMES FINANCIAL INC 0.00% 28,654 $1.3M
16 Sunbelt Securities, Inc. 0.00% 127 $6K
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 11,086 $484K
18 JANE STREET GROUP, LLC 0.00% 7,874 $344K
19 CoreCap Advisors, LLC 0.00% 6 —
20 WELLS FARGO & COMPANY/MN 0.00% — —
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 (IVVW)

What does the Smart Money Trend signal show for IVVW?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IVVW 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 IVVW?

More buyers than sellers — 60% buying: Last quarter: 12 funds were net buyers (6 opened a brand new position + 6 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IVVW holders?

Smaller funds dominant — 1% AUM from top-100: 4 of 20 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IVVW?

Mostly new holders — 55% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy ISHARES TR (IVVW) following the 2026 Q1 hedge fund 13F filings?

As of today, IVVW has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), IVVW has gained +2.6% vs +15.6% 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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