Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IEV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — IEV

Based on 274 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 IEV 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
274 hedge funds hold IEV 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
+52 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 — 51% buying

118 buying115 selling
Last quarter: 118 funds bought or added vs 115 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.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new IEV position: 37 → 50 → 15 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 21% medium ■ 22% new
157 out of 274 hedge funds have held IEV 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.
📊

Peak discovery — momentum slowing

29 → 37 → 50 → 15 → 42 new funds/Q
New funds entering each quarter: 37 → 50 → 15 → 42. IEV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 13% 1-2yr ■ 25% new
Of 276 current holders: 169 (61%) 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 — 54% AUM from top-100 funds

54% from top-100 AUM funds
19 of 274 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in IEV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — IEV

In 2025 Q4, 118 hedge funds were net buyers of IEV (42 opened a new position, 76 added to an existing one), while 115 reduced or exited (94 trimmed, 21 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 54% of total institutional value in IEV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 274.

Hedge Fund Ownership: IEV

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

Market Analysis: IEV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IEV

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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.

25 top-rated funds 3 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: IEV
2026 Q1 Stats Unlock in 8 days 276 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 276 256 7.81%
13F Shares 13M 21M -40.92%
Total Value $846M $1.40B -39.68%
New Positions 42 15 +27
Increased Positions 80 71 +9
Closed Positions 21 33 -12
Reduced Positions 96 106 -10
Total Calls 1 2 -50.0%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: IEV

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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)

276 + investors

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

Top 25 institutional holders of IEV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arrow Investment Advisors, LLC 4.10% 56,673 $3.9M
2 NEW WAVE WEALTH ADVISORS LLC 3.12% 132,318 $9.0M
3 FPC INVESTMENT ADVISORY, INC. 2.96% 82,985 $5.9M
4 Nvest Financial, LLC 1.89% 74,600 $5.1M
5 Asempa Wealth Advisors 1.25% 20,749 $1.4M
6 Providence First Trust Co 1.18% 49,510 $3.4M
7 Ridgeline Wealth, LLC 1.12% 23,039 $1.6M
8 swisspartners Advisors Ltd 1.08% 25,580 $1.7M
9 Barry Investment Advisors, LLC 0.93% 62,184 $4.2M
10 One Wealth Advisors, LLC 0.90% 106,420 $7.2M
11 Checchi Capital Advisers, LLC 0.89% 258,074 $17.5M
12 First Growth Capital LLC 0.87% 14,072 $970K
13 Willis Johnson & Associates, Inc. 0.79% 198,865 $13.5M
14 Dorsey Wright & Associates 0.76% 89,822 $6.1M
15 Signet Private Wealth LLC 0.66% 10,201 $693K
16 BARINGS LLC 0.51% 469,187 $31.9M
17 Alamea Verwaltungs GmbH 0.50% 10,000 $679K
18 Palisades Hudson Asset Management, L.P. 0.49% 18,325 $1K
19 WEALTHGARDEN F.S. LLC 0.46% 9,998 $679K
20 CURTIS WEALTH MANAGEMENT LLC 0.45% 7,021 $477K
21 Finley Financial, LLC 0.41% 12,735 $865K
22 TRIGLAV INVESTMENTS, D.O.O. 0.40% 83,620 $5.7M
23 Westhampton Capital, LLC 0.39% 12,388 $842K
24 Braun-Bostich & Associates Inc. 0.39% 9,167 $623K
25 KICKSTAND VENTURES, LLC. 0.38% 26,850 $1.8M
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 (IEV)

What does the Smart Money Trend signal show for IEV?

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

Slight buying edge — 51% buying: Last quarter: 118 funds bought or added vs 115 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 IEV holders?

Elite ownership — 54% AUM from top-100 funds: 19 of 274 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in IEV. 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 IEV?

57% of holders stayed for 2+ years: 157 out of 274 hedge funds have held IEV 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.