Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FLEXSHARES TR (IQDY)

36 + 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
↑ +1
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — IQDY

Based on 33 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
33 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 — +38% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+38% 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 — 50% buying

15 buying15 selling
Last quarter: 15 funds bought or added vs 15 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 — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 3 → 7 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 21% medium ■ 30% new
16 out of 33 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 — ~3 new funds/quarter

4 → 5 → 3 → 7 → 3 new funds/Q
New funds entering each quarter: 5 → 3 → 7 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 9% 1-2yr ■ 45% new
Of 33 current holders: 15 (45%) 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 — 55% AUM from top-100 funds

55% from top-100 AUM funds
7 of 33 holders are among the 100 largest funds by AUM, controlling 55% 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.
4.3
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 — IQDY

In 2025 Q4, 15 hedge funds were net buyers of IQDY (3 opened a new position, 12 added to an existing one), while 15 reduced or exited (13 trimmed, 2 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 55% of total institutional value in IQDY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 33.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy FLEXSHARES TR (IQDY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IQDY has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 50d ago
IQDY
+14.4%
SPY
+42.5%

IQDY outperformed SPY by -28.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
IQDY
+0.8%
SPY
-1.8%

Since the filing became public, IQDY outperformed SPY by +2.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: IQDY
36 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 36 33 9.09%
13F Shares 1M 2M -1.96%
Total Value $53M $55M -2.98%
New Positions 6 3 +3
Increased Positions 11 12 -1
Closed Positions 3 2 +1
Reduced Positions 13 13 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IQDY

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

36 + 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 institutional holders of IQDY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Herold Advisors, Inc. 0.94% 113,433 $4.3M
2 Navis Wealth Advisors, LLC 0.62% 31,826 $1.2M
3 Asset Allocation Strategies LLC 0.36% 53,867 $2.0M
4 FIFTH THIRD SECURITIES, INC. 0.11% 44,105 $1.7M
5 CENTAURUS FINANCIAL, INC. 0.07% 40,095 $1.5M
6 Southland Equity Partners LLC 0.07% 9,592 $364K
7 Reliant Wealth Planning 0.07% 6,165 $234K
8 FLOW TRADERS U.S. LLC 0.06% 50,301 $2K
9 RFG Advisory, LLC 0.05% 66,671 $2.5M
10 Capital Advisors, Ltd. LLC 0.04% 8,798 —
11 SILVER OAK SECURITIES, INCORPORATED 0.03% 11,720 $444K
12 Bison Wealth, LLC 0.02% 5,429 $230K
13 Leo H. Evart, Inc. 0.02% 679 $26K
14 PRIVATE TRUST CO NA 0.02% 4,658 $177K
15 Dynamic Advisor Solutions LLC 0.01% 6,609 $251K
16 Cetera Investment Advisers 0.01% 127,819 $4.8M
17 Destiny Wealth Partners, LLC 0.00% 500 $19K
18 LPL Financial LLC 0.00% 132,619 $5.0M
19 Kestra Advisory Services, LLC 0.00% 9,204 $349K
20 Medallion Wealth Advisors, LLC 0.00% 98 $3K
21 STIFEL FINANCIAL CORP 0.00% 37,322 $1.4M
22 Advisory Services Network, LLC 0.00% 1,588 $60K
23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 8,855 $338K
24 BANK OF AMERICA CORP /DE/ 0.00% 233,484 $8.9M
25 UBS Group AG 0.00% 113,619 $4.3M
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 — 2 quarters in a row: For 2 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 — 50% buying: Last quarter: 15 funds bought or added vs 15 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 — 55% AUM from top-100 funds: 7 of 33 holders are among the 100 largest funds by AUM, controlling 55% 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?

48% of holders stayed for 2+ years: 16 out of 33 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.

Is it too late to buy FLEXSHARES TR (IQDY) following the 2026 Q1 hedge fund 13F filings?

As of today, IQDY has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +2.6%. Since the quarter end (March 31, 2026), IQDY has gained +14.4% vs +42.5% 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.

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.

Full history →