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
↑ +144
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — IWD

Based on 1783 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 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
1,783 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 — +11% more funds vs a year ago

fund count last 6Q
+171 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

854 buying596 selling
Last quarter: 854 funds bought or added vs 596 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 (+115 vs last Q)

new funds entering per quarter
Funds opening a new IWD position: 125 → 136 → 114 → 229. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 14% new
1,218 out of 1,783 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

201 → 125 → 136 → 114 → 229 new funds/Q
New funds entering each quarter: 125 → 136 → 114 → 229. A growing number of institutions are discovering IWD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Of 1,791 current holders: 1,237 (69%) 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 — 61% AUM from top-100 funds

61% from top-100 AUM funds
36 of 1783 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.
3.5
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: 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

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

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

97 top-rated funds 40 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: IWD
2026 Q1 Stats Unlock in 20 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1791 1648 8.68%
13F Shares 270M 254M 6.49%
Total Value $57.09B $51.61B 10.63%
New Positions 229 114 +115
Increased Positions 644 538 +106
Closed Positions 86 104 -18
Reduced Positions 518 595 -77
Total Calls 4 5 -20.0%
Total Puts 7 7 -
PUT/CALL Ratio 1.75 1.4 Bearish

Statistics: IWD

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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

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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 IWD. Verified SEC 13F-HR filings.

Top 25 institutional holders of IWD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LWM ADVISORS INC 23.22% 125,294 $26.8M
2 LBJ Family Wealth Advisors, Ltd. 19.27% 156,964 $33K
3 NESTEGG ADVISORS, INC. 14.88% 79,289 $16.9M
4 Stairway Partners, LLC 14.74% 1,331,364 $284.5M
5 Sylvest Advisors, LLC 13.89% 122,226 $26.1M
6 Ryan Investment Management, Inc. 13.56% 112,865 $24.1M
7 Marquette Asset Management, LLC 12.57% 393,580 $84.1M
8 Corundum Group, Inc. 11.84% 165,730 $35.4M
9 Oakworth Capital, Inc. 9.76% 862,297 $184.2M
10 SMI Advisory Services, LLC 9.63% 269,894 $58.5M
11 PROATHLETE WEALTH MANAGEMENT LLC 9.13% 153,566 $32.9M
12 Cordatus Wealth Management LLC 8.03% 157,888 $33.7M
13 WEST BANCORPORATION INC 7.80% 73,131 $15.6M
14 PFW Advisors LLC 7.46% 111,015 $23.7M
15 Waldron Private Wealth LLC 7.25% 869,615 $185.8M
16 Wall Capital Group, Inc. 7.20% 31,554 $6.7M
17 FMA Wealth Management, LLC 7.07% 49,753 $10.6M
18 STEPHENS GROUP ASSET MANAGEMENT, LLC 5.87% 431,178 $92.1M
19 PW Nova Financial Services LLC 5.85% 72,784 $15.4M
20 Meramec Financial Planners, LLC 5.45% 60,475 $13.7M
21 Northern Lights Advisors, Inc. 5.37% 37,209 $7.8M
22 Pacific Sage Partners, LLC 5.21% 155,015 $33.1M
23 American Institute for Advanced Investment Management, LLP 4.37% 31,537 $6.7M
24 Ellenbecker Investment Group 4.22% 146,737 $31.4M
25 GENESIS PRIVATE WEALTH, LLC 4.14% 61,579 $13.2M
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 59% buying: Last quarter: 854 funds bought or added vs 596 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 IWD holders?

Elite ownership — 61% AUM from top-100 funds: 36 of 1783 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?

68% of holders stayed for 2+ years: 1,218 out of 1,783 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.

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.