Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (IQDF)

103 + 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
↑ +12
Streak
7Q ▲
Buyers last Q
59%

Smart Money Signals — IQDF

Based on 103 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
103 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 — +43% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+43% 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 — 59% buying

51 buying36 selling
Last quarter: 51 funds bought or added vs 36 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new IQDF position: 14 → 17 → 12 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 19% medium ■ 32% new
50 out of 103 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.
➡️

Steady discovery — ~20 new funds/quarter

10 → 14 → 17 → 12 → 20 new funds/Q
New funds entering each quarter: 14 → 17 → 12 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 38% newcomers

■ 53% veterans ■ 9% 1-2yr ■ 38% new
Entry-cohort mix of 103 holders: 55 (53%) are 2+ year veterans, 9 entered 1–2 years ago, and 39 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 78% AUM from top-100 funds

78% from top-100 AUM funds
19 of 103 holders are among the 100 largest funds by AUM, controlling 78% 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Institutional Sentiment Summary — IQDF

In 2026 Q2, 51 hedge funds were net buyers of IQDF (20 opened a new position, 31 added to an existing one), while 36 reduced or exited (28 trimmed, 8 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 78% of total institutional value in IQDF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 103.

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

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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.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: IQDF
103 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 103 91 13.19%
13F Shares 29M 29M 0.57%
Total Value $997M $905M 10.06%
New Positions 20 12 +8
Increased Positions 31 33 -2
Closed Positions 8 8 -
Reduced Positions 28 23 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IQDF

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Institutional Holders (2026 Q2)

103 + investors

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

QUARTER:
Top 25 IQDF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Holcombe Financial, Inc. 3.75% 192,353 $6.6M
2 VestGen Investment Management 1.85% 101,135 $3.5M
3 First Financial Corp /In/ 1.25% 104,470 $3.6M
4 Curry Webb Wealth Management LLC 0.85% 59,242 $2.0M
5 Valued Retirements, Inc. 0.47% 14,996 $518K
6 Gilbert Capital Group, Inc. 0.39% 16,134 $558K
7 Keybank National Association/Oh 0.36% 3,163,900 $109.3M
8 WealthPoint Financial, LLC 0.33% 13,279 $459K
9 Anson Capital, Inc. 0.23% 10,053 $347K
10 Kroeger Financial Partners 0.19% 5,808 $201K
11 Quartz Partners, LLC 0.19% 16,454 $569K
12 Empire Financial Management Company, LLC 0.16% 11,403 $394K
13 Comprehensive Money Management Services LLC 0.16% 7,125 $246K
14 Charter Capital Management, LLC\DE 0.14% 8,845 $306K
15 Essex Bank 0.12% 16,006 $553K
16 Kingsview Wealth Management, LLC 0.11% 266,486 $9.2M
17 Atlantic Private Wealth, LLC 0.11% 5,229 $181K
18 VestGen Advisors, LLC 0.11% 105,226 $3.6M
19 Painted Porch Advisors LLC 0.09% 5,790 $200K
20 Absolute Capital Management, LLC 0.08% 9,612 $332K
21 First Heartland Consultants, Inc. 0.07% 33,043 $1.1M
22 Wealthspire Advisors, LLC 0.07% 369,460 $12.8M
23 BIP Wealth, LLC 0.05% 49,613 $1.7M
24 WealthPlan Investment Management, LLC 0.05% 28,084 $971K
25 Rothschild Wealth LLC 0.04% 15,909 $550K
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 — 7 quarters in a row: For 7 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?

Slight buying edge — 59% buying: Last quarter: 51 funds bought or added vs 36 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 IQDF holders?

Elite ownership — 78% AUM from top-100 funds: 19 of 103 holders are among the 100 largest funds by AUM, controlling 78% 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?

49% of holders stayed for 2+ years: 50 out of 103 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.

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