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
↑ +108
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — IVW

Based on 2141 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
2,141 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 — +15% more funds vs a year ago

fund count last 6Q
+286 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

898 buying905 selling
Last quarter: 898 funds bought or added vs 905 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 (+74 vs last Q)

new funds entering per quarter
Funds opening a new IVW position: 146 → 234 → 141 → 215. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
1,374 out of 2,141 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.
💰

Value +35% but shares only +11% — price-driven

Value
+34%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +35%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~215 new funds/quarter

167 → 146 → 234 → 141 → 215 new funds/Q
New funds entering each quarter: 146 → 234 → 141 → 215. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 15% 1-2yr ■ 20% new
Entry-cohort mix of 2,144 holders: 1,408 (66%) are 2+ year veterans, 311 entered 1–2 years ago, and 425 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
39 of 2136 holders are among the 100 largest funds by AUM, controlling 60% 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 Q2, 898 hedge funds were net buyers of IVW (215 opened a new position, 683 added to an existing one), while 905 reduced or exited (798 trimmed, 107 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 60% of total institutional value in IVW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +108 funds (more new holders than closures). Total institutional holders: 2141.

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 Q2 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 June 30, 2026 · 91d ago
IVW
+3.4%
SPY
+32.1%

IVW outperformed SPY by -28.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 46d ago
IVW
+0.3%
SPY
-7.6%

Since the filing became public, IVW outperformed SPY by +7.9% .

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.

34 top-rated funds 105 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
4.7
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 2121 2033 4.33%
13F Shares 402M 363M 10.5%
Total Value $53.64B $39.93B 34.34%
New Positions 209 141 +68
Increased Positions 677 771 -94
Closed Positions 116 145 -29
Reduced Positions 796 713 +83
Total Calls 3 4 -25.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: IVW

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stegner Investment Associates Inc. 39.80% 608,731 $83.7M
2 Foundation Wealth Management, LLC 27.41% 336,974 $46.3M
3 ADG Wealth Management Group, LLC 21.02% 240,689 $33.1M
4 Hemming& Wealth Management, INC. 18.44% 220,223 $30.3M
5 ShoreHaven Wealth Partners, LLC 16.15% 373,246 $51.3M
6 American Wealth Advisors, LLC 15.96% 123,649 $17.0M
7 MJT & Associates Financial Advisory Group, Inc. 15.90% 174,815 $24.0M
8 Encompass Wealth Advisors, LLC 15.43% 368,443 $50.7M
9 LVZ, Inc. 14.49% 1,036,902 $142.6M
10 Instrumental Wealth, LLC 13.56% 194,694 $26.8M
11 Financial Life Advisors 13.20% 337,681 $46.4M
12 Sofi Wealth, LLC 13.00% 2,349,051 $323.1M
13 Carbahal Olsen Financial Services Group, LLC 12.78% 133,884 $18.4M
14 Powell Investment Advisors, LLC 12.13% 279,385 $38.4M
15 Gallagher Capital Advisors, LLC 11.83% 150,529 $20.7M
16 West Wealth Group, LLC 10.95% 486,868 $67.0M
17 CGC Financial Services, LLC 10.61% 342,936 $47.2M
18 USA Financial Formulas 10.53% 418,090 $57.5M
19 SilverOak Wealth Management LLC 9.92% 559,953 $77.0M
20 Probity Advisors, Inc. 9.63% 489,655 $67.3M
21 Eq LLC 9.56% 283,058 $38.9M
22 Hobbs Wealth Management, LLC 9.56% 82,247 $11.3M
23 Godfrey Financial Associates, Inc. 9.43% 90,538 $12.3M
24 Sterling Investment Counsel, LLC 9.32% 287,866 $39.6M
25 Saiph Capital, LLC 9.22% 223,887 $30.8M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 50% buying: Last quarter: 898 funds bought or added vs 905 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 — 60% AUM from top-100 funds: 39 of 2136 holders are among the 100 largest funds by AUM, controlling 60% 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?

64% of holders stayed for 2+ years: 1,374 out of 2,141 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 Q2 hedge fund 13F filings?

As of today, IVW has moved +0.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -7.6% for the SPY sector ETF — an outperformance of +7.9%. Since the quarter end (June 30, 2026), IVW has gained +3.4% vs +32.1% 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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