Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
4Q ▲
Buyers last Q
47%

Smart Money Signals — IWD

Based on 1897 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IWD 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
1,897 hedge funds hold IWD 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
+232 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.
🟠

More sellers than buyers — 47% buying

738 buying833 selling
Last quarter: 833 funds reduced or exited vs 738 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-89 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 149 → 124 → 248 → 159. 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.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 15% new
1,259 out of 1,897 hedge funds have held IWD 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

131 → 149 → 124 → 248 → 159 new funds/Q
New funds entering each quarter: 149 → 124 → 248 → 159. A growing number of institutions are discovering IWD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 19% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 19% new
Entry-cohort mix of 1,901 holders: 1,305 (69%) are 2+ year veterans, 228 entered 1–2 years ago, and 368 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
43 of 1891 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in IWD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — IWD

In 2026 Q1, 738 hedge funds were net buyers of IWD (159 opened a new position, 579 added to an existing one), while 833 reduced or exited (692 trimmed, 141 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in IWD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 1897.

Hedge Fund Ownership: IWD

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

Market Analysis: IWD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWD

-- --

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

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

Signal Freshness measures how much IWD 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 · 46d ago
IWD
+6.7%
SPY
+4.0%

IWD outperformed SPY by +2.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
IWD
+0.0%
SPY
+0.0%

Since the filing became public, IWD outperformed SPY by +0.0% .

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.

61 top-rated funds 47 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: IWD
2026 Q2 Stats Unlock in 4 days 2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1871 1875 -0.21%
13F Shares 261M 272M -4.1%
Total Value $55.11B $57.45B -4.07%
New Positions 150 248 -98
Increased Positions 572 639 -67
Closed Positions 154 89 +65
Reduced Positions 684 539 +145
Total Calls 4 4 -
Total Puts 6 7 -14.29%
PUT/CALL Ratio 1.5 1.75 Bearish

Statistics: IWD

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

2K + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 IWD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lwm Advisors Inc 23.05% 127,487 $30.9M
2 Objectivity Squared, LLC 19.74% 144,543 $35.0M
3 Covenant Partners, LLC 18.93% 307,868 $64.8M
4 Landaas & Co /Wi /Adv 16.99% 385,177 $93.4M
5 Wind River Trust Co 16.97% 207,228 $50.2M
6 Cedar Mountain Advisors, LLC 16.50% 395,280 $95.8M
7 Stairway Partners, LLC 15.21% 1,331,855 $322.9M
8 Sylvest Advisors, LLC 14.45% 132,225 $32.1M
9 GLOBALT Investments LLC / GA 14.03% 1,715,696 $415.9M
10 Nestegg Advisors, INC. 13.72% 80,035 $19.4M
11 Ryan Investment Management, Inc. 13.21% 120,376 $29.2M
12 Beirne Wealth Consulting Services, LLC 13.11% 271,741 $65.9M
13 Paulson Wealth Management Inc. 13.03% 253,476 $61.5M
14 Marquette Asset Management, LLC 12.38% 397,757 $96.4M
15 Corundum Group, Inc. 12.02% 167,207 $40.5M
16 Bci Securities, INC. 11.43% 5,471 $1.3M
17 71 West Capital Partners 10.95% 1,306,647 $316.8M
18 Bitterroot Capital Advisors LLC 10.58% 72,440 $17.6M
19 Jasper Ridge Partners, L.P. 10.57% 2,045,358 $495.9M
20 SMI Advisory Services, LLC 10.25% 255,736 $63.2M
21 Oakworth Capital, Inc. 10.15% 877,912 $213.4M
22 Newport Capital Group, LLC 10.14% 74,500 $18.1M
23 Kelsey Financial, LLC 9.31% 50,631 $12.3M
24 Proathlete Wealth Management LLC 8.82% 147,043 $35.7M
25 Independent Family Office, LLC 8.39% 86,163 $20.9M
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 (IWD)

What does the Smart Money Trend signal show for IWD?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IWD 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 IWD?

More sellers than buyers — 47% buying: Last quarter: 833 funds reduced or exited vs 738 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IWD holders?

Elite ownership — 61% AUM from top-100 funds: 43 of 1891 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in IWD. 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 IWD?

66% of holders stayed for 2+ years: 1,259 out of 1,897 hedge funds have held IWD 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 (IWD) following the 2026 Q2 hedge fund 13F filings?

As of today, IWD has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IWD has gained +6.7% vs +4.0% 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.

Full history →