Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FLEXSHARES TR (IQDF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
5Q ▲
Buyers last Q
74%

Smart Money Signals — IQDF

Based on 82 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added IQDF 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
82 hedge funds hold IQDF 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 — +34% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+34% 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 — 74% buying

53 buying19 selling
Last quarter: 53 funds were net buyers (17 opened a brand new position + 36 added to an existing one). Only 19 were sellers (11 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 7 → 12 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 22% medium ■ 24% new
44 out of 82 hedge funds have held IQDF 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.
🚀

Acceleration phase — new buyers rushing in

10 → 8 → 7 → 12 → 17 new funds/Q
New funds entering each quarter: 8 → 7 → 12 → 17. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 10% 1-2yr ■ 29% new
Of 82 current holders: 50 (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 — 81% AUM from top-100 funds

81% from top-100 AUM funds
16 of 82 holders are among the 100 largest funds by AUM, controlling 81% of total institutional value in IQDF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Hedge Fund Ownership: IQDF

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

Market Analysis: IQDF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IQDF

-- --

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.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: IQDF
2026 Q1 Stats Unlock in 9 days 82 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 82 73 12.33%
13F Shares 27M 25M 7.87%
Total Value $809M $705M 14.88%
New Positions 17 12 +5
Increased Positions 36 29 +7
Closed Positions 8 7 +1
Reduced Positions 11 15 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IQDF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

82 + investors

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

Top 25 institutional holders of IQDF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Holcombe Financial, Inc. 3.43% 184,289 $5.8M
2 FIRST FINANCIAL CORP /IN/ 1.30% 104,470 $3.3M
3 Gilbert Capital Group, Inc. 0.65% 26,578 $842K
4 Red Tortoise LLC 0.64% 48,919 $1.5M
5 APS Management Group, Inc. 0.40% 14,657 $464K
6 KEYBANK NATIONAL ASSOCIATION/OH 0.36% 3,092,929 $98.0M
7 WealthPoint Financial, LLC 0.36% 13,430 $408K
8 Quartz Partners, LLC 0.19% 15,264 $483K
9 Comprehensive Money Management Services LLC 0.15% 7,125 $226K
10 Charter Capital Management, LLC\DE 0.14% 8,845 $280K
11 Essex Bank 0.11% 16,006 $507K
12 Atlantic Private Wealth, LLC 0.11% 5,229 $166K
13 Wealthspire Advisors, LLC 0.09% 367,079 $11.6M
14 First Heartland Consultants, Inc. 0.08% 32,996 $1.0M
15 Rothschild Wealth LLC 0.05% 15,909 $504K
16 Live Oak Private Wealth LLC 0.04% 8,857 $281K
17 RVW Wealth, LLC 0.04% 15,318 $485K
18 Clark Asset Management, LLC 0.03% 10,708 $339K
19 WealthPlan Investment Management, LLC 0.03% 17,177 $544K
20 CABOT WEALTH MANAGEMENT INC 0.03% 7,143 $226K
21 Bryn Mawr Trust Advisors, LLC 0.03% 16,618 $526K
22 NBT BANK N A /NY 0.03% 12,285 $389K
23 Crewe Advisors LLC 0.02% 8,707 $276K
24 MATHER GROUP, LLC. 0.02% 56,657 $1.8M
25 Harbor Asset Planning, Inc. 0.02% 574 $18K
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 — FLEXSHARES TR (IQDF)

What does the Smart Money Trend signal show for IQDF?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IQDF 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 IQDF?

More buyers than sellers — 74% buying: Last quarter: 53 funds were net buyers (17 opened a brand new position + 36 added to an existing one). Only 19 were sellers (11 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IQDF holders?

Elite ownership — 81% AUM from top-100 funds: 16 of 82 holders are among the 100 largest funds by AUM, controlling 81% of total institutional value in IQDF. 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 IQDF?

54% of holders stayed for 2+ years: 44 out of 82 hedge funds have held IQDF 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.