Ishares Tr (IWV) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (IWV) following the 2026 Q2 hedge fund 13F filings?

As of today, IWV has moved -3.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (June 30, 2026), IWV gained +0.2% vs +1.4% 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)

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

Smart Money Signals — IWV

Based on 910 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

910 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

+102 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 buying323 selling

Last quarter: 318 funds bought or added vs 323 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.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new

605 out of 910 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%

-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

73 → 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 915 holders: 619 (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

34 of 910 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.

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

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

+42

Increased Positions

215

228

-13

Closed Positions

-15

Reduced Positions

265

261

Total Calls

Total Puts

100.0%

PUT/CALL Ratio

0.67

0.33

Bullish

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:

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

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

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 323 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: 34 of 910 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?

66% of holders stayed for 2+ years: 605 out of 910 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 Q2 hedge fund 13F filings?

As of today, IWV has moved -3.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (June 30, 2026), IWV has gained +0.2% vs +1.4% 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Ishares Tr (IWV)

Smart Money Signals — IWV

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +13% more funds vs a year ago

Slight buying edge — 50% buying

More new buyers each quarter (+43 vs last Q)

66% of holders stayed for 2+ years

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

Steady discovery — ~100 new funds/quarter

Veteran-anchored — 68% veterans vs 20% newcomers

Strong quality — 37% 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 Q2)

Frequently Asked Questions — Ishares Tr (IWV)

Welcome to 13Foresight!