Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (GVI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — GVI

Based on 262 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added GVI 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
262 hedge funds hold GVI 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 — +5% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

154 buying85 selling
Last quarter: 154 funds were net buyers (40 opened a brand new position + 114 added to an existing one). Only 85 were sellers (68 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new GVI position: 23 → 25 → 20 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
165 out of 262 hedge funds have held GVI 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

30 → 23 → 25 → 20 → 40 new funds/Q
New funds entering each quarter: 23 → 25 → 20 → 40. A growing number of institutions are discovering GVI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 11% 1-2yr ■ 22% new
Of 262 current holders: 174 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
19 of 262 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Hedge Fund Ownership: GVI

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

Market Analysis: GVI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GVI

-- --

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.

23 top-rated funds 3 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: GVI
2026 Q1 Stats Unlock in 11 days 262 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 262 239 9.62%
13F Shares 29M 28M 5.29%
Total Value $3.10B $2.94B 5.47%
New Positions 40 20 +20
Increased Positions 114 113 +1
Closed Positions 17 34 -17
Reduced Positions 68 74 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GVI

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Financial Highlights

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Institutional Holders (2026 Q1)

262 + investors

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

Top 25 institutional holders of GVI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HORIZON BANCORP INC /IN/ 15.31% 298,301 $32K
2 SOUTHERN MICHIGAN BANK & TRUST 11.52% 281,442 $30.0M
3 GERMAN AMERICAN BANCORP, INC. 8.13% 886,374 $94.6M
4 MERIDIAN MANAGEMENT CO 6.11% 230,122 $24.5M
5 EASTERN BANK 5.02% 2,744,355 $292.8M
6 TCV Trust & Wealth Management, Inc. 4.14% 462,586 $49.3M
7 OARSMAN CAPITAL, INC. 3.80% 286,732 $30.6M
8 MAIMON WEALTH MANAGEMENT LTD. 3.78% 37,860 $4.1M
9 Gilbert Capital Group, Inc. 3.55% 43,006 $4.6M
10 HOWE & RUSLING INC 2.75% 394,689 $42.1M
11 Trail Ridge Investment Advisors, LLC 2.21% 47,556 $5.1M
12 Bank of New Hampshire 2.17% 88,885 $9.5M
13 Unified Investment Management 2.09% 19,205 $2.0M
14 Community Financial Services Group, LLC 2.07% 110,537 $11.8M
15 UNION SAVINGS BANK 1.93% 41,311 $4.4M
16 Alaska Permanent Capital Management, LLC 1.92% 256,707 $27.4M
17 Midwest Trust Co 1.68% 1,261,782 $134.6M
18 GREENWOOD CAPITAL ASSOCIATES LLC 1.63% 138,660 $14.8M
19 WEBSTER BANK, N. A. 1.54% 152,495 $16.3M
20 JIM SAULNIER & ASSOCIATES, LLC 1.45% 27,968 $3.0M
21 Independent Solutions Wealth Management, LLC 1.42% 90,261 $9.6M
22 Strategic Financial Services, Inc. 1.38% 271,848 $29.0M
23 Koss-Olinger Consulting, LLC 1.35% 151,117 $16.1M
24 Wealthstar Advisors, LLC 1.31% 26,137 $2.8M
25 New Hampshire Trust 1.02% 47,491 $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 (GVI)

What does the Smart Money Trend signal show for GVI?

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

More buyers than sellers — 64% buying: Last quarter: 154 funds were net buyers (40 opened a brand new position + 114 added to an existing one). Only 85 were sellers (68 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GVI holders?

Strong quality — 20% AUM from major funds: 19 of 262 holders rank in the top 100 by AUM, accounting for 20% 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 GVI?

63% of holders stayed for 2+ years: 165 out of 262 hedge funds have held GVI 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.

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.