Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IEV)

282 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — IEV

Based on 285 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IEV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
285 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.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

105 buying125 selling
Last quarter: 125 funds reduced or exited vs 105 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 53 → 17 → 42 → 26. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 24% medium ■ 18% new
165 out of 285 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.
➡️

Steady discovery — ~26 new funds/quarter

40 → 53 → 17 → 42 → 26 new funds/Q
New funds entering each quarter: 53 → 17 → 42 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 24% new
Entry-cohort mix of 287 holders: 179 (62%) are 2+ year veterans, 38 entered 1–2 years ago, and 70 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
26 of 285 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.8
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.

Institutional Sentiment Summary — IEV

In 2026 Q1, 105 hedge funds were net buyers of IEV (26 opened a new position, 79 added to an existing one), while 125 reduced or exited (97 trimmed, 28 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 52% of total institutional value in IEV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 285.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: IEV
282 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 282 285 -1.05%
13F Shares 11M 11M -1.82%
Total Value $761M $695M 9.5%
New Positions 27 26 +1
Increased Positions 75 77 -2
Closed Positions 30 28 +2
Reduced Positions 102 97 +5
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: IEV

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Institutional Holders (2026 Q2)

282 + investors

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

QUARTER:
Top 25 IEV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Metlife Inc 5.29% 9,498 $692K
2 Arrow Investment Advisors, LLC 3.93% 55,717 $4.1M
3 Fpc Investment Advisory, INC. 2.84% 82,675 $6.0M
4 New Wave Wealth Advisors LLC 2.71% 136,508 $9.9M
5 Nvest Financial, LLC 1.84% 80,057 $5.8M
6 KM Capital Management Ltd. 1.37% 39,930 $2.9M
7 Asempa Wealth Advisors 1.13% 20,737 $1.5M
8 Providence First Trust Co 1.04% 50,894 $3.7M
9 Ridgeline Wealth, LLC 0.97% 22,746 $1.7M
10 swisspartners Advisors Ltd 0.92% 18,740 $1.4M
11 Barry Investment Advisors, LLC 0.91% 59,392 $4.3M
12 One Wealth Advisors, LLC 0.84% 104,512 $7.6M
13 Willis Johnson & Associates, Inc. 0.79% 193,685 $14.1M
14 First Growth Capital LLC 0.76% 13,819 $1.0M
15 ShoreHaven Wealth Partners, LLC 0.68% 29,732 $2.2M
16 Dorsey Wright & Associates 0.60% 48,614 $3.5M
17 Alamea Verwaltungs GmbH 0.58% 10,000 $728K
18 Signet Private Wealth LLC 0.49% 8,381 $611K
19 Curtis Wealth Management LLC 0.43% 6,933 $505K
20 Wealthgarden F.S. LLC 0.39% 9,515 $693K
21 Westhampton Capital, LLC 0.39% 12,788 $932K
22 Twin Focus Capital Partners, LLC 0.38% 50,763 $3.7M
23 Finley Financial, LLC 0.37% 12,735 $928K
24 Braun-Bostich & Associates Inc. 0.37% 8,992 $655K
25 Yoffe Investment Management, LLC 0.36% 4,327 $315K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IEV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IEV?

More sellers than buyers — 46% buying: Last quarter: 125 funds reduced or exited vs 105 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IEV holders?

Elite ownership — 52% AUM from top-100 funds: 26 of 285 holders are among the 100 largest funds by AUM, controlling 52% 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?

58% of holders stayed for 2+ years: 165 out of 285 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.

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