Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWV)

905 + Investors. Track Smart Money conviction in IWV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +47
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — IWV

Based on 912 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 IWV 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
912 hedge funds hold IWV 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 — +13% more funds vs a year ago

fund count last 6Q
+103 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

318 buying322 selling
Last quarter: 318 funds bought or added vs 322 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 (+43 vs last Q)

new funds entering per quarter
Funds opening a new IWV position: 58 → 121 → 57 → 100. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 17% new
607 out of 912 hedge funds have held IWV 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.
💰

Price up while funds trimmed (+15% value, -3% shares)

Value
+14%
Shares
-3%
Last quarter: total value of institutional IWV holdings rose +15% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~100 new funds/quarter

74 → 58 → 121 → 57 → 100 new funds/Q
New funds entering each quarter: 58 → 121 → 57 → 100. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 13% 1-2yr ■ 20% new
Entry-cohort mix of 917 holders: 621 (68%) are 2+ year veterans, 117 entered 1–2 years ago, and 179 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
35 of 912 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — IWV

In 2026 Q2, 318 hedge funds were net buyers of IWV (100 opened a new position, 218 added to an existing one), while 322 reduced or exited (269 trimmed, 53 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 37% of total institutional value in IWV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +47 funds (more new holders than closures). Total institutional holders: 912.

Hedge Fund Ownership: IWV

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

Market Analysis: IWV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWV

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 18 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IWV
2026 Q3 Stats Unlock in 16 days 905 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 905 865 4.62%
13F Shares 27M 28M -3.18%
Total Value $11.03B $9.62B 14.74%
New Positions 99 57 +42
Increased Positions 215 228 -13
Closed Positions 59 74 -15
Reduced Positions 265 261 +4
Total Calls 3 3 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.33 Bullish

Statistics: IWV

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Institutional Holders (2026 Q2)

905 + investors

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

QUARTER:
Top 25 IWV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pitcairn Wealth Advisors LLC 23.51% 503,370 $214.6M
2 Tlwm 20.30% 292,816 $124.9M
3 KDK Private Wealth Management, LLC 16.53% 46,734 $19.9M
4 Wind River Trust Co 16.40% 113,918 $48.6M
5 Pennington Partners & CO., LLC 14.96% 109,483 $46.7M
6 Bricktown Capital, LLC 14.42% 187,144 $79.8M
7 Epiq Partners, LLC 12.98% 71,755 $30.6M
8 American Family Investments, Inc. 12.52% 1,627,426 $693.9M
9 Finley Financial, LLC 11.91% 69,374 $29.6M
10 Fft Wealth Management LLC 9.14% 136,855 $58.4M
11 Compass Financial Group, Inc. 8.67% 48,145 $20.5M
12 Bakala Capital LLC 8.23% 4,405 $1.9M
13 Post Resch Tallon Group Inc. 8.19% 27,757 $11.8M
14 Strategic Equity Management 7.60% 53,092 $22.6M
15 SCS Capital Management LLC 7.49% 1,858,646 $792.5M
16 Moneywise, INC. 6.21% 39,011 $16.6M
17 Mueller Wealth, LLC 6.17% 21,245 $9.1M
18 Brooklyn FI, LLC 6.15% 79,177 $33.6M
19 Strategic Investment Management, LLC 6.07% 41,391 $17.6M
20 Hanover Advisors Inc 5.82% 37,867 $16.1M
21 Great Diamond Partners, LLC 5.29% 72,221 $30.8M
22 Mosaic Advisors LLC 5.29% 9,249 $3.9M
23 WHI TRUST Co LLC 4.80% 17,421 $7.4M
24 William Howard & Co Financial Advisors Inc 4.57% 13,778 $5.9M
25 Sheridan Capital Management, LLC 4.20% 20,455 $8.7M
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

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Frequently Asked Questions — Ishares Tr (IWV)

What does the Smart Money Trend signal show for IWV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IWV 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 IWV?

Slight buying edge — 50% buying: Last quarter: 318 funds bought or added vs 322 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 IWV holders?

Strong quality — 37% AUM from major funds: 35 of 912 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IWV?

67% of holders stayed for 2+ years: 607 out of 912 hedge funds have held IWV 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.

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