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
↓ -1
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — IVW

Based on 2032 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IVW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,032 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 — +14% more funds vs a year ago

fund count last 6Q
+243 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 — 52% buying

914 buying855 selling
Last quarter: 914 funds bought or added vs 855 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 (-91 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 166 → 146 → 232 → 141. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 20% medium ■ 15% new
1,323 out of 2,032 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

126 → 166 → 146 → 232 → 141 new funds/Q
New funds entering each quarter: 166 → 146 → 232 → 141. A growing number of institutions are discovering IVW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 19% newcomers

■ 66% veterans ■ 15% 1-2yr ■ 19% new
Entry-cohort mix of 2,036 holders: 1,344 (66%) are 2+ year veterans, 309 entered 1–2 years ago, and 383 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
36 of 2030 holders are among the 100 largest funds by AUM, controlling 51% 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.
3.6
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 — IVW

In 2026 Q1, 914 hedge funds were net buyers of IVW (141 opened a new position, 773 added to an existing one), while 855 reduced or exited (713 trimmed, 142 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 51% of total institutional value in IVW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 2032.

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

-- --

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

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

Signal Freshness measures how much IVW 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 · 82d ago
IVW
+22.0%
SPY
+15.1%

IVW outperformed SPY by +6.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
IVW
+1.0%
SPY
+1.3%

Since the filing became public, IVW outperformed SPY by -0.3% .

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 ?
Broad Consensus, Selective Conviction

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

63 top-rated funds 102 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: IVW
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1995 2033 -1.87%
13F Shares 362M 392M -7.6%
Total Value $39.80B $48.52B -17.97%
New Positions 127 232 -105
Increased Positions 762 663 +99
Closed Positions 165 93 +72
Reduced Positions 703 735 -32
Total Calls 4 4 -
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.5 0.75 Bullish

Statistics: IVW

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Short % of Float --

Financial Highlights

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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.

QUARTER:
Top 25 IVW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stegner Investment Associates Inc. 38.06% 614,290 $69.5M
2 Foundation Wealth Management, LLC 25.84% 338,159 $38.2M
3 ADG Wealth Management Group, LLC 19.19% 245,561 $27.8M
4 hemming& Wealth Management, Inc. 17.89% 226,585 $25.6M
5 MJT & Associates Financial Advisory Group, Inc. 15.80% 190,231 $21.5M
6 Encompass Wealth Advisors, LLC 14.65% 372,247 $42.1M
7 American Wealth Advisors, LLC 14.58% 123,717 $14.0M
8 LVZ, Inc. 13.52% 1,047,836 $118.5M
9 Instrumental Wealth, LLC 13.08% 188,161 $21.3M
10 Financial Life Advisors 12.72% 361,009 $40.8M
11 Carbahal Olsen Financial Services Group, LLC 12.47% 137,939 $15.6M
12 ShoreHaven Wealth Partners, LLC 12.40% 305,347 $34.5M
13 Sofi Wealth, LLC 12.26% 2,249,169 $254.4M
14 CGC Financial Services, LLC 11.35% 347,289 $39.3M
15 Powell Investment Advisors, LLC 11.31% 290,090 $32.8M
16 West Wealth Group, LLC 10.49% 469,119 $53.1M
17 SilverOak Wealth Management LLC 10.14% 566,951 $64.1M
18 Saiph Capital, LLC 9.54% 222,836 $25.2M
19 Probity Advisors, Inc. 8.98% 501,149 $56.7M
20 Sterling Investment Counsel, LLC 8.98% 283,172 $32.0M
21 Hobbs Wealth Management, LLC 8.89% 79,408 $9.0M
22 Godfrey Financial Associates, Inc. 8.77% 90,387 $10.2M
23 Eq LLC 8.45% 265,307 $30.0M
24 Kilter Group LLC 8.45% 173,380 $19.6M
25 Adaptive Financial Consulting, LLC 7.83% 180,794 $20.4M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IVW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IVW?

Slight buying edge — 52% buying: Last quarter: 914 funds bought or added vs 855 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 — 51% AUM from top-100 funds: 36 of 2030 holders are among the 100 largest funds by AUM, controlling 51% 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?

65% of holders stayed for 2+ years: 1,323 out of 2,032 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.

Is it too late to buy Ishares Tr (IVW) following the 2026 Q1 hedge fund 13F filings?

As of today, IVW has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), IVW has gained +22.0% vs +15.1% 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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