Flexshares Tr (IQDF) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Flexshares Tr (IQDF) following the 2026 Q2 hedge fund 13F filings?

As of today, IQDF has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IQDF gained +3.2% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Flexshares Tr (IQDF)

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

Smart Money Signals — IQDF

Based on 91 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 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

91 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 — +36% more funds vs a year ago

fund count last 6Q

+24 new funds entered over the past year (+36% 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

45 buying31 selling

Last quarter: 45 funds bought or added vs 31 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.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 14 → 17 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 16% medium ■ 31% new

48 out of 91 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.

📈

Growing discovery — still being found

8 → 10 → 14 → 17 → 12 new funds/Q

New funds entering each quarter: 10 → 14 → 17 → 12. A growing number of institutions are discovering IQDF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 55% veterans vs 33% newcomers

■ 55% veterans ■ 12% 1-2yr ■ 33% new

Entry-cohort mix of 91 holders: 50 (55%) are 2+ year veterans, 11 entered 1–2 years ago, and 30 (33%) 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 91 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.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	90	87	3.45%
13F Shares	29M	27M	6.8%
Total Value	$903M	$816M	10.77%
New Positions	11	17	-6
Increased Positions	33	38	-5
Closed Positions	8	8	-
Reduced Positions	23	12	+11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

3.45%

13F Shares

29M

27M

6.8%

Total Value

$903M

$816M

10.77%

New Positions

-6

Increased Positions

-5

Closed Positions

Reduced Positions

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

90 + 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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IQDF holders by conviction (% of portfolio weight) — 2026 Q1 · 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	Charter Capital Management, LLC\DE	0.14%	8,845	$306K
14	Essex Bank	0.12%	16,006	$553K
15	Atlantic Private Wealth, LLC	0.11%	5,229	$181K
16	VestGen Advisors, LLC	0.11%	105,226	$3.6M
17	Painted Porch Advisors LLC	0.09%	5,790	$200K
18	Absolute Capital Management, LLC	0.08%	9,612	$332K
19	First Heartland Consultants, Inc.	0.07%	33,043	$1.1M
20	Wealthspire Advisors, LLC	0.07%	369,460	$12.8M
21	BIP Wealth, LLC	0.05%	49,613	$1.7M
22	WealthPlan Investment Management, LLC	0.05%	28,084	$971K
23	Rothschild Wealth LLC	0.04%	15,909	$550K
24	Live Oak Private Wealth LLC	0.04%	8,857	$306K
25	UMB Bank, n.a.	0.04%	85,520	$3.0M

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 — 6 quarters in a row: For 6 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: 45 funds bought or added vs 31 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 91 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?

53% of holders stayed for 2+ years: 48 out of 91 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.

Is it too late to buy Flexshares Tr (IQDF) following the 2026 Q2 hedge fund 13F filings?

As of today, IQDF has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IQDF has gained +3.2% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Flexshares Tr (IQDF)

Smart Money Signals — IQDF

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +36% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~12 new funds per quarter

53% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 55% veterans vs 33% newcomers

Elite ownership — 78% AUM from top-100 funds

Institutional Sentiment Summary — IQDF

Hedge Fund Ownership: IQDF

Market Analysis: IQDF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IQDF

Is It Too Late to Buy Flexshares Tr (IQDF) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IQDF

Statistics: IQDF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Flexshares Tr (IQDF)

Welcome to 13Foresight!