Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (LDEM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — LDEM

Based on 38 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LDEM 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
38 hedge funds hold LDEM 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.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 50% buying

17 buying17 selling
Last quarter: 17 funds bought or added vs 17 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.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 8 → 4 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 26% medium ■ 18% new
21 out of 38 hedge funds have held LDEM 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.
➡️

Steady discovery — ~7 new funds/quarter

5 → 2 → 8 → 4 → 7 new funds/Q
New funds entering each quarter: 2 → 8 → 4 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 21% newcomers

■ 58% veterans ■ 21% 1-2yr ■ 21% new
Entry-cohort mix of 38 holders: 22 (58%) are 2+ year veterans, 8 entered 1–2 years ago, and 8 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
7 of 38 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — LDEM

In 2026 Q1, 17 hedge funds were net buyers of LDEM (7 opened a new position, 10 added to an existing one), while 17 reduced or exited (13 trimmed, 4 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 38.

Hedge Fund Ownership: LDEM

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

Market Analysis: LDEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LDEM

-- --

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

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

Signal Freshness measures how much LDEM has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 87d ago
LDEM
+3.5%
SPY
+13.0%

LDEM outperformed SPY by -9.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
LDEM
-1.8%
SPY
-0.5%

Since the filing became public, LDEM outperformed SPY by -1.3% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: LDEM
38 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 38 35 8.57%
13F Shares 303K 318K -4.54%
Total Value $17M $18M -7.62%
New Positions 7 4 +3
Increased Positions 10 14 -4
Closed Positions 4 5 -1
Reduced Positions 13 10 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LDEM

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Financial Highlights

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Institutional Holders (2026 Q1)

38 + investors

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

QUARTER:
Top 25 LDEM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Values Added Financial LLC 0.39% 16,125 $935K
2 Beta Wealth Group, Inc. 0.21% 8,573 $497K
3 Pathfinder Wealth Consulting, Inc. 0.18% 4,748 $275K
4 Ariadne Wealth Management, LP 0.13% 4,807 $279K
5 Waterford Advisors, LLC 0.10% 12,406 $300K
6 Gts Securities LLC 0.06% 31,255 $1.8M
7 Aries Wealth Management 0.06% 4,630 $268K
8 Integrity Advisory Solutions, LLC 0.06% 7,595 $440K
9 One Wealth Advisors, LLC 0.05% 7,416 $430K
10 Old Mission Capital LLC 0.04% 48,083 $2.8M
11 Cliftonlarsonallen Wealth Advisors, LLC 0.02% 22,948 $1.3M
12 Addison Advisors LLC 0.02% 1,375 $80K
13 Aprio Wealth Management, LLC 0.01% 4,028 $233K
14 Morling Financial Advisors, LLC 0.01% 462 $27K
15 Mgo One Seven LLC 0.01% 5,973 $346K
16 Front Row Advisors LLC 0.00% 215 $12K
17 Ci Investments INC. 0.00% 12,540 $727K
18 Merit Financial Group, LLC 0.00% 8,049 $467K
19 Commonwealth Equity Services, LLC 0.00% 36,506 $2.1M
20 Daiwa Securities Group Inc. 0.00% 16,260 $942K
21 Glass Jacobson Investment Advisors llc 0.00% 101 $6K
22 Farther Finance Advisors, LLC 0.00% 3,321 $193K
23 Pathstone Holdings, LLC 0.00% 7,307 $424K
24 Corient Private Wealth LLC 0.00% 13,693 $723K
25 Ashton Thomas Private Wealth, LLC 0.00% 663 $38K
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 (LDEM)

What does the Smart Money Trend signal show for LDEM?

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

Slight buying edge — 50% buying: Last quarter: 17 funds bought or added vs 17 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 LDEM holders?

Smaller funds dominant — 7% AUM from top-100: 7 of 38 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LDEM?

55% of holders stayed for 2+ years: 21 out of 38 hedge funds have held LDEM 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 (LDEM) following the 2026 Q1 hedge fund 13F filings?

As of today, LDEM has moved -1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of -1.3%. Since the quarter end (March 31, 2026), LDEM has gained +3.5% vs +13.0% 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.

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