Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IVW)

2K + Investors. Track Smart Money conviction in IVW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +123
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — IVW

Based on 1898 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 IVW 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
1,898 hedge funds hold IVW 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 — +12% more funds vs a year ago

fund count last 6Q
+199 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

838 buying777 selling
Last quarter: 838 funds bought or added vs 777 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 (+82 vs last Q)

new funds entering per quarter
Funds opening a new IVW position: 120 → 151 → 128 → 210. 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+) ■ 20% medium ■ 14% new
1,260 out of 1,898 hedge funds have held IVW 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.
📈

Growing discovery — still being found

191 → 120 → 151 → 128 → 210 new funds/Q
New funds entering each quarter: 120 → 151 → 128 → 210. A growing number of institutions are discovering IVW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 14% 1-2yr ■ 21% new
Of 1,902 current holders: 1,226 (64%) 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.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
31 of 1898 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in IVW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
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: IVW

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

Market Analysis: IVW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVW

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

94 top-rated funds 96 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
5.3
/ 10
conviction
Hedge Fund Positioning: IVW
2026 Q1 Stats Unlock in 17 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1902 1781 6.79%
13F Shares 388M 387M 0.24%
Total Value $47.99B $46.66B 2.84%
New Positions 210 128 +82
Increased Positions 634 570 +64
Closed Positions 87 97 -10
Reduced Positions 699 706 -7
Total Calls 4 3 33.33%
Total Puts 3 3 -
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: IVW

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
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Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

2K + investors

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

Top 25 institutional holders of IVW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stegner Investment Associates Inc. 38.06% 614,290 $69.5M
2 ADG Wealth Management Group, LLC 19.19% 245,561 $27.8M
3 hemming& Wealth Management, Inc. 17.89% 226,585 $25.6M
4 MJT & Associates Financial Advisory Group, Inc. 15.80% 190,231 $21.5M
5 ENCOMPASS WEALTH ADVISORS, LLC 14.65% 372,247 $42.1M
6 American Wealth Advisors, LLC 14.58% 123,717 $14.0M
7 LVZ, Inc. 13.52% 1,047,836 $118.5M
8 INSTRUMENTAL WEALTH, LLC 13.08% 188,161 $21.3M
9 FINANCIAL LIFE ADVISORS 12.72% 361,009 $40.8M
10 CGC Financial Services, LLC 11.35% 347,289 $39.3M
11 Powell Investment Advisors, LLC 11.31% 290,090 $32.8M
12 SilverOak Wealth Management LLC 10.14% 566,951 $64.1M
13 Probity Advisors, Inc. 8.98% 501,149 $56.7M
14 Sterling Investment Counsel, LLC 8.98% 283,172 $32.0M
15 Hobbs Wealth Management, LLC 8.89% 79,408 $9.0M
16 Portfolio Resources Advisor Group, Inc. 7.53% 66,991 $7.6M
17 FORMULATE FINANCIAL LLC 7.37% 52,798 $6.0M
18 LiftPoint Family Wealth Advisors LLC 7.35% 78,442 $8.9M
19 EWA, LLC 7.21% 281,214 $31.8M
20 Praetorian Wealth Management, Inc. 7.12% 314,676 $37.5M
21 SWMG, LLC 6.97% 215,931 $24.4M
22 McNaughton Wealth Management, LLC 6.91% 147,733 $16.7M
23 LMG Wealth Partners, LLC 6.84% 331,826 $37.5M
24 Polaris Investment Advisors, LLC 6.84% 82,910 $9.4M
25 W ADVISORS, LLC 6.84% 117,897 $13.3M
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 (IVW)

What does the Smart Money Trend signal show for IVW?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IVW 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 IVW?

Slight buying edge — 52% buying: Last quarter: 838 funds bought or added vs 777 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 IVW holders?

Elite ownership — 54% AUM from top-100 funds: 31 of 1898 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in IVW. 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 IVW?

66% of holders stayed for 2+ years: 1,260 out of 1,898 hedge funds have held IVW 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.