Ishares Tr (IWV): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, IWV has moved +2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.6%. Since the quarter end (March 31, 2026), IWV gained +15.4% vs +15.9% 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.

Ishares Tr (IWV)

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

Smart Money Signals — IWV

Based on 862 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 IWV 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 (98% of max)

98% of all-time peak

862 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 — +10% more funds vs a year ago

fund count last 6Q

+79 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 46% buying

283 buying334 selling

Last quarter: 334 funds reduced or exited vs 283 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 (-66 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 71 → 58 → 121 → 55. 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.

🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 15% new

580 out of 862 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.

📈

Growing discovery — still being found

41 → 71 → 58 → 121 → 55 new funds/Q

New funds entering each quarter: 71 → 58 → 121 → 55. A growing number of institutions are discovering IWV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 67% veterans vs 19% newcomers

■ 67% veterans ■ 13% 1-2yr ■ 19% new

Entry-cohort mix of 865 holders: 583 (67%) are 2+ year veterans, 115 entered 1–2 years ago, and 167 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

28 of 861 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	852	879	-3.07%
13F Shares	28M	28M	-1.0%
Total Value	$9.59B	$11.02B	-13.02%
New Positions	53	121	-68
Increased Positions	226	217	+9
Closed Positions	80	53	+27
Reduced Positions	258	267	-9
Total Calls	3	2	50.0%
Total Puts	1	2	-50.0%
PUT/CALL Ratio	0.33	1.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

852

879

-3.07%

13F Shares

28M

-1.0%

Total Value

$9.59B

$11.02B

-13.02%

New Positions

121

-68

Increased Positions

226

217

Closed Positions

+27

Reduced Positions

258

267

-9

Total Calls

50.0%

Total Puts

-50.0%

PUT/CALL Ratio

0.33

1.0

Bullish

Institutional Holders (2026 Q1)

852 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IWV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Tlwm	19.65%	294,238	$109.1M
2	Pitcairn Wealth Advisors LLC	18.07%	507,490	$196.3M
3	Wind River Trust Co	17.34%	124,042	$46.0M
4	Bricktown Capital, LLC	16.24%	222,495	$82.5M
5	KDK Private Wealth Management, LLC	15.18%	44,775	$16.6M
6	Pennington Partners & CO., LLC	14.23%	112,105	$41.6M
7	Strategic Investment Management, LLC	13.44%	86,831	$32.2M
8	Finley Financial, LLC	12.28%	70,747	$26.2M
9	Epiq Partners, LLC	11.70%	67,551	$25.0M
10	Pitcairn Co	10.21%	341,309	$129.3M
11	Fft Wealth Management LLC	9.25%	137,902	$51.1M
12	Compass Financial Group, Inc.	8.47%	50,701	$18.8M
13	Post Resch Tallon Group Inc.	8.47%	28,077	$10.5M
14	American Family Investments, Inc.	8.22%	843,738	$312.8M
15	Bakala Capital LLC	7.85%	4,405	$1.6M
16	Strategic Equity Management	7.83%	56,171	$20.8M
17	SCS Capital Management LLC	7.33%	1,865,658	$691.6M
18	Moneywise, INC.	6.52%	40,287	$14.9M
19	Brooklyn FI, LLC	6.06%	77,859	$28.9M
20	Mueller Wealth, LLC	5.98%	20,244	$7.5M
21	Hanover Advisors Inc	5.75%	38,175	$14.2M
22	Mosaic Advisors LLC	5.62%	9,249	$3.8M
23	Great Diamond Partners, LLC	5.15%	72,135	$26.7M
24	WHI TRUST Co LLC	4.77%	17,078	$6.3M
25	William Howard & Co Financial Advisors Inc	4.41%	13,775	$5.1M

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 (IWV)

What does the Smart Money Trend signal show for IWV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IWV 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 IWV?

More sellers than buyers — 46% buying: Last quarter: 334 funds reduced or exited vs 283 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 IWV holders?

Strong quality — 32% AUM from major funds: 28 of 861 holders rank in the top 100 by AUM, accounting for 32% 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: 580 out of 862 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.

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

As of today, IWV has moved +2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.6%. Since the quarter end (March 31, 2026), IWV has gained +15.4% vs +15.9% 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.

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Ishares Tr (IWV)

Smart Money Signals — IWV

Selling streak — 1 quarter in a row

At the ownership peak (98% of max)

Steady growth — +10% more funds vs a year ago

More sellers than buyers — 46% buying

Fewer new buyers each quarter (-66 vs last Q)

67% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 67% veterans vs 19% newcomers

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — IWV

Hedge Fund Ownership: IWV

Market Analysis: IWV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IWV

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

Hedge Fund Positioning: IWV

Statistics: IWV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IWV)

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