Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IDU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — IDU

Based on 286 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 IDU 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
286 hedge funds hold IDU 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 — +14% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

152 buying88 selling
Last quarter: 152 funds were net buyers (57 opened a brand new position + 95 added to an existing one). Only 88 were sellers (67 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new IDU position: 30 → 43 → 41 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 19% medium ■ 25% new
160 out of 286 hedge funds have held IDU 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

32 → 30 → 43 → 41 → 57 new funds/Q
New funds entering each quarter: 30 → 43 → 41 → 57. A growing number of institutions are discovering IDU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 12% 1-2yr ■ 28% new
Of 286 current holders: 172 (60%) 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.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
19 of 286 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in IDU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Hedge Fund Ownership: IDU

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

Market Analysis: IDU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDU

-- --

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.

19 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: IDU
2026 Q1 Stats Unlock in 12 days 286 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 286 250 14.4%
13F Shares 9M 8M 14.69%
Total Value $984M $854M 15.13%
New Positions 57 41 +16
Increased Positions 95 88 +7
Closed Positions 21 38 -17
Reduced Positions 67 55 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDU

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

286 + investors

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

Top 25 institutional holders of IDU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PINKERTON WEALTH, LLC 5.04% 511,682 $55.4M
2 ARRIEN INVESTMENTS, INC. 4.35% 69,056 $8.0M
3 FORTE ASSET MANAGEMENT LLC 3.52% 69,171 $8.0M
4 CPR Investments Inc. 2.02% 26,088 $3.0M
5 MLP3, LLC 1.19% 9,268 $1.1M
6 Wealthstar Advisors, LLC 1.05% 19,273 $2.2M
7 First Citizens Financial Corp 0.92% 16,806 $2.0M
8 BOS Asset Management, LLC 0.53% 17,966 $2.1M
9 ADVISORS MANAGEMENT GROUP INC /ADV 0.44% 20,980 $2K
10 WealthCare Investment Partners, LLC 0.43% 13,591 $1.6M
11 COTTONWOOD CAPITAL ADVISORS, LLC 0.34% 4,111 $477K
12 Mullooly Asset Management, Inc. 0.29% 6,856 $796K
13 Essex LLC 0.28% 13,864 $1.6M
14 Grant Private Wealth Management Inc 0.25% 4,127 $479K
15 Steward Partners Investment Advisory, LLC 0.25% 424,713 $49.3M
16 Forbes Financial Planning, Inc. 0.20% 2,931 $340K
17 Helium Advisors LLC 0.20% 1,775 $206K
18 Quartz Partners, LLC 0.19% 4,141 $481K
19 Sovran Advisors, LLC 0.18% 19,752 $2.3M
20 Sun Group Wealth Partners 0.18% 1,944 $226K
21 High Net Worth Advisory Group LLC 0.17% 6,400 $743K
22 TPG Advisors LLC 0.16% 2,245 $261K
23 Carl P. Sherr & Co., LLC 0.16% 2,895 $336K
24 Retirement Management Systems Inc. 0.15% 5,358 $622K
25 Astoria Portfolio Advisors LLC. 0.14% 5,502 $642K
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 (IDU)

What does the Smart Money Trend signal show for IDU?

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

More buyers than sellers — 63% buying: Last quarter: 152 funds were net buyers (57 opened a brand new position + 95 added to an existing one). Only 88 were sellers (67 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDU holders?

Elite ownership — 44% AUM from top-100 funds: 19 of 286 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in IDU. 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 IDU?

56% of holders stayed for 2+ years: 160 out of 286 hedge funds have held IDU 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.