Ishares Tr (LQDW) Hedge Fund Ownership (Q1 2026)

Ishares Tr (LQDW)

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

Smart Money Signals — LQDW

Based on 45 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

45 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 — +88% more funds vs a year ago

fund count last 6Q

+21 new funds entered over the past year (+88% 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 — 68% buying

28 buying13 selling

Last quarter: 28 funds were net buyers (11 opened a brand new position + 17 added to an existing one). Only 13 were sellers (8 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 7 → 10 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 27% long-term, 42% new

■ 27% conviction (2yr+) ■ 31% medium ■ 42% new

Of the 45 current holders: 12 (27%) held >2 years, 14 held 1–2 years, and 19 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.

📈

Growing discovery — still being found

2 → 10 → 7 → 10 → 11 new funds/Q

New funds entering each quarter: 10 → 7 → 10 → 11. A growing number of institutions are discovering LQDW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 33% veterans, 51% new entrants

■ 33% veterans ■ 16% 1-2yr ■ 51% new

Of 45 current holders: 15 (33%) held 2+ years, 7 held 1–2 years, 23 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds

8 of 44 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in LQDW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	45	39	15.38%
13F Shares	3M	3M	15.49%
Total Value	$76M	$67M	13.12%
New Positions	11	10	+1
Increased Positions	17	17	-
Closed Positions	5	5	-
Reduced Positions	8	6	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

15.38%

13F Shares

15.49%

Total Value

$76M

$67M

13.12%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

45 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 LQDW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sentinel Advisory Group, LLC	2.72%	276,852	$6.7M
2	Kelly Financial Services LLC	0.93%	180,681	$4.3M
3	Nicholas Wealth, LLC.	0.34%	25,941	$623K
4	Dover Advisors, LLC	0.21%	21,292	$523K
5	Lloyd Advisory Services, LLC.	0.18%	19,237	$462K
6	Armstrong Advisory Group, Inc	0.15%	102,894	$2.5M
7	SeaCrest Wealth Management, LLC	0.08%	28,500	$685K
8	Comprehensive Financial Consultants Institutional, Inc.	0.07%	11,660	$280K
9	Fortis Capital Advisors, LLC	0.05%	20,016	$481K
10	Prime Capital Investment Advisors, LLC	0.03%	148,564	$3.6M
11	Prosperity Consulting Group, LLC	0.03%	29,361	$705K
12	CRA Financial Services, LLC	0.03%	9,240	$222K
13	IMA Advisory Services, Inc.	0.02%	15,401	$370K
14	Private Trust Co NA	0.02%	11,600	$279K
15	Mather Group, LLC.	0.02%	94,515	$2.3M
16	Belpointe Asset Management LLC	0.02%	20,016	$481K
17	Mgo One Seven LLC	0.01%	18,259	$439K
18	Private Advisor Group, LLC	0.01%	55,510	$1.3M
19	Avidian Wealth Enterprises, LLC	0.01%	8,786	$211K
20	Independent Financial Group, LLC	0.00%	10,994	$264K
21	Farther Finance Advisors, LLC	0.00%	23,837	$573K
22	Harbour Investments, INC.	0.00%	11,710	$281K
23	Stifel Financial Corp	0.00%	153,561	$3.7M
24	Raymond James Financial Inc	0.00%	454,812	$10.9M
25	LPL Financial LLC	0.00%	324,075	$7.8M

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 — 4 quarters in a row: For 4 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 — 68% buying: Last quarter: 28 funds were net buyers (11 opened a brand new position + 17 added to an existing one). Only 13 were sellers (8 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LQDW holders?

Elite ownership — 46% AUM from top-100 funds: 8 of 44 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in LQDW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LQDW?

Mixed — 27% long-term, 42% new: Of the 45 current holders: 12 (27%) held >2 years, 14 held 1–2 years, and 19 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.

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Ishares Tr (LQDW)

Smart Money Signals — LQDW

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +88% more funds vs a year ago

More buyers than sellers — 68% buying

Steady new buyers — ~11 new funds per quarter

Mixed — 27% long-term, 42% new

Growing discovery — still being found

Mixed cohorts — 33% veterans, 51% new entrants

Elite ownership — 46% AUM from top-100 funds

Institutional Sentiment Summary — LQDW

Hedge Fund Ownership: LQDW

Market Analysis: LQDW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LQDW

Hedge Fund Positioning: LQDW

Statistics: LQDW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (LQDW)

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