Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (IQDY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
4Q ▲
Buyers last Q
54%

Smart Money Signals — IQDY

Based on 39 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IQDY 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
39 hedge funds hold IQDY 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 — +50% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+50% 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 — 54% buying

21 buying18 selling
Last quarter: 21 funds bought or added vs 18 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 4 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 28% medium ■ 23% new
19 out of 39 hedge funds have held IQDY 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 — ~7 new funds/quarter

3 → 7 → 4 → 6 → 7 new funds/Q
New funds entering each quarter: 7 → 4 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 49% veterans vs 38% newcomers

■ 49% veterans ■ 13% 1-2yr ■ 38% new
Entry-cohort mix of 39 holders: 19 (49%) are 2+ year veterans, 5 entered 1–2 years ago, and 15 (38%) 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
7 of 38 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in IQDY. 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.

Institutional Sentiment Summary — IQDY

In 2026 Q2, 21 hedge funds were net buyers of IQDY (7 opened a new position, 14 added to an existing one), while 18 reduced or exited (14 trimmed, 4 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in IQDY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 39.

Hedge Fund Ownership: IQDY

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

Market Analysis: IQDY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IQDY

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: IQDY
38 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 38 36 5.56%
13F Shares 2M 1M 7.28%
Total Value $64M $53M 19.8%
New Positions 7 6 +1
Increased Positions 14 11 +3
Closed Positions 4 4 -
Reduced Positions 14 13 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IQDY

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

38 + investors

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

QUARTER:
Top 25 IQDY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Herold Advisors, Inc. 1.09% 128,882 $5.5M
2 Asset Allocation Strategies LLC 0.33% 50,638 $2.2M
3 Navis Wealth Advisors, LLC 0.32% 19,476 $832K
4 Synergy Asset Management, LLC 0.28% 70,048 $3.0M
5 Centaurus Financial, INC. 0.11% 66,132 $2.8M
6 Fifth Third Securities, INC. 0.10% 41,796 $1.8M
7 Reliant Wealth Planning 0.07% 6,165 $263K
8 Southland Equity Partners LLC 0.07% 9,319 $398K
9 RFG Advisory, LLC 0.04% 67,168 $2.9M
10 Brookwood Investment Group LLC 0.02% 4,851 $207K
11 Leo H. Evart, Inc. 0.02% 688 $29K
12 Bison Wealth, LLC 0.02% 4,762 $204K
13 Private Trust Co NA 0.02% 4,658 $199K
14 IMA Advisory Services, Inc. 0.01% 4,479 $191K
15 Dynamic Advisor Solutions LLC 0.01% 6,569 $281K
16 Cetera Investment Advisers 0.01% 140,491 $6.0M
17 Kestra Advisory Services, LLC 0.00% 9,620 $411K
18 Stifel Financial Corp 0.00% 36,882 $1.6M
19 LPL Financial LLC 0.00% 132,518 $5.7M
20 Global Retirement Partners, LLC 0.00% 1,944 $83K
21 Medallion Wealth Advisors, LLC 0.00% 78 $3K
22 Wealth Enhancement Advisory Services, LLC 0.00% 11,358 $486K
23 Osaic Holdings, INC. 0.00% 14,414 $616K
24 UBS Group AG 0.00% 120,829 $5.2M
25 Bank of America Corp /de/ 0.00% 235,846 $10.1M
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 (IQDY)

What does the Smart Money Trend signal show for IQDY?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IQDY 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 IQDY?

Slight buying edge — 54% buying: Last quarter: 21 funds bought or added vs 18 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 IQDY holders?

Elite ownership — 52% AUM from top-100 funds: 7 of 38 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in IQDY. 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 IQDY?

49% of holders stayed for 2+ years: 19 out of 39 hedge funds have held IQDY 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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