Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (LQDW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
72%

Smart Money Signals — LQDW

Based on 38 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 LQDW 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 LQDW 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 — +52% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+52% 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.
🟢

More buyers than sellers — 72% buying

26 buying10 selling
Last quarter: 26 funds were net buyers (10 opened a brand new position + 16 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 10 → 6 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 42% new

■ 29% conviction (2yr+) ■ 29% medium ■ 42% new
Of the 38 current holders: 11 (29%) held >2 years, 11 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~10 new funds/quarter

10 → 1 → 10 → 6 → 10 new funds/Q
New funds entering each quarter: 1 → 10 → 6 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 50% new entrants

■ 34% veterans ■ 16% 1-2yr ■ 50% new
Of 38 current holders: 13 (34%) held 2+ years, 6 held 1–2 years, 19 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
5 of 38 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: LQDW

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

Market Analysis: LQDW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LQDW

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: LQDW
2026 Q1 Stats Unlock in 13 days 38 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 38 32 18.75%
13F Shares 3M 2M 20.39%
Total Value $67M $57M 17.05%
New Positions 10 6 +4
Increased Positions 16 16 -
Closed Positions 4 5 -1
Reduced Positions 6 4 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LQDW

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Valuation Measures Data as of: --

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Short Ratio (Days to Cover) --
Short % of Float --

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 LQDW. Verified SEC 13F-HR filings.

Top 22 institutional holders of LQDW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kelly Financial Services LLC 1.03% 176,347 $4.3M
2 Nicholas Wealth, LLC. 0.29% 17,590 $425K
3 DOVER ADVISORS, LLC 0.24% 24,417 $590K
4 Coordinated Financial Services, Inc. 0.23% 16,308 $394K
5 ARMSTRONG ADVISORY GROUP, INC 0.15% 92,297 $2.2M
6 SeaCrest Wealth Management, LLC 0.07% 27,500 $665K
7 Fortis Capital Advisors, LLC 0.07% 22,199 $537K
8 WealthShield Partners, LLC 0.07% 25,737 $622K
9 MATHER GROUP, LLC. 0.04% 168,695 $4.1M
10 Prosperity Consulting Group, LLC 0.03% 30,855 $746K
11 CRA Financial Services, LLC 0.03% 9,219 $223K
12 PRIVATE TRUST CO NA 0.03% 11,600 $287K
13 Belpointe Asset Management LLC 0.02% 22,199 $537K
14 Private Advisor Group, LLC 0.01% 99,619 $2.4M
15 Red Tortoise LLC 0.01% 669 $16K
16 LPL Financial LLC 0.00% 312,298 $7.6M
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 23,016 $552K
18 Janney Montgomery Scott LLC 0.00% 16,940 —
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 9,000 $218K
20 Mirae Asset Global Investments Co., Ltd. 0.00% 23,845 $577K
21 Farther Finance Advisors, LLC 0.00% 600 $15K
22 ASSETMARK, INC 0.00% 744 $18K
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 (LQDW)

What does the Smart Money Trend signal show for LQDW?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LQDW 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 LQDW?

More buyers than sellers — 72% buying: Last quarter: 26 funds were net buyers (10 opened a brand new position + 16 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LQDW holders?

Strong quality — 36% AUM from major funds: 5 of 38 holders rank in the top 100 by AUM, accounting for 36% 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 LQDW?

Mixed — 29% long-term, 42% new: Of the 38 current holders: 11 (29%) held >2 years, 11 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.