Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IVE)

2K + Investors. Track Smart Money conviction in IVE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +46
Streak
11Q ▲
Buyers last Q
50%

Smart Money Signals — IVE

Based on 1703 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IVE 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
1,703 hedge funds hold IVE 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+208 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

729 buying725 selling
Last quarter: 729 funds bought or added vs 725 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.
⚠️

Fewer new buyers each quarter (-52 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 113 → 130 → 196 → 144. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 17% new
1,068 out of 1,703 hedge funds have held IVE 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

129 → 113 → 130 → 196 → 144 new funds/Q
New funds entering each quarter: 113 → 130 → 196 → 144. A growing number of institutions are discovering IVE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 21% newcomers

■ 62% veterans ■ 17% 1-2yr ■ 21% new
Entry-cohort mix of 1,707 holders: 1,058 (62%) are 2+ year veterans, 285 entered 1–2 years ago, and 364 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
37 of 1700 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IVE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — IVE

In 2026 Q1, 729 hedge funds were net buyers of IVE (144 opened a new position, 585 added to an existing one), while 725 reduced or exited (627 trimmed, 98 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in IVE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +46 funds (more new holders than closures). Total institutional holders: 1703.

Hedge Fund Ownership: IVE

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

Market Analysis: IVE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVE

-- --

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

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

Signal Freshness measures how much IVE has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 49d ago
IVE
+4.4%
SPY
-99.6%

IVE outperformed SPY by +104.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 4d ago
IVE
-0.4%
SPY
-99.6%

Since the filing became public, IVE outperformed SPY by +99.2% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 78 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: IVE
2026 Q2 Stats Unlock in 1 days 2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1676 1654 1.33%
13F Shares 168M 189M -11.47%
Total Value $34.11B $39.98B -14.68%
New Positions 134 196 -62
Increased Positions 575 688 -113
Closed Positions 112 86 +26
Reduced Positions 619 409 +210
Total Calls 4 4 -
Total Puts 3 5 -40.0%
PUT/CALL Ratio 0.75 1.25 Neutral

Statistics: IVE

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 Q2)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IVE. 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.
Top 25 IVE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Foundation Wealth Management, LLC 24.76% 184,393 $41.9M
2 Pacific Life Fund Advisors LLC 18.98% 760,525 $172.7M
3 Home Federal Bank of Tennessee 18.94% 386,538 $87.8M
4 Thoma Capital Management LLC 16.06% 132,595 $30.1M
5 ADG Wealth Management Group, LLC 13.55% 94,015 $21.3M
6 LVZ, Inc. 13.29% 575,983 $130.8M
7 American Wealth Advisors, LLC 12.12% 56,865 $12.9M
8 Planning Directions Inc 12.11% 115,172 $26.2M
9 Encompass Wealth Advisors, LLC 12.00% 173,558 $39.4M
10 Powell Investment Advisors, LLC 11.38% 158,794 $36.1M
11 Michelson Medical Research Foundation, Inc. 10.89% 51,905 $11.8M
12 Sacks & Associates, LLC 10.66% 68,183 $15.8M
13 Financial Life Advisors 10.52% 162,970 $37.0M
14 Signature Wealth Management Partners, LLC 10.43% 98,481 $22.4M
15 Cosner Financial Group, LLC 10.42% 178,510 $20.3M
16 Probity Advisors, Inc. 9.67% 297,845 $67.6M
17 Amarillo National Bank 9.63% 264,601 $60.1M
18 Hobbs Wealth Management, LLC 9.50% 49,504 $11.2M
19 Sofi Wealth, LLC 9.49% 1,038,423 $235.8M
20 West Wealth Group, LLC 9.26% 249,298 $56.6M
21 Instrumental Wealth, LLC 8.64% 75,196 $17.1M
22 Hemming& Wealth Management, INC. 7.39% 53,496 $12.1M
23 Strategic Point Investment Advisors, LLC 7.39% 249,869 $56.7M
24 M1 Capital Management LLC 7.33% 87,462 $19.9M
25 Broadview Financial Management, LLC 7.14% 51,478 $11.7M
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 — Ishares Tr (IVE)

What does the Smart Money Trend signal show for IVE?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IVE 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 IVE?

Slight buying edge — 50% buying: Last quarter: 729 funds bought or added vs 725 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 IVE holders?

Elite ownership — 56% AUM from top-100 funds: 37 of 1700 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IVE. 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 IVE?

63% of holders stayed for 2+ years: 1,068 out of 1,703 hedge funds have held IVE 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 Ishares Tr (IVE) following the 2026 Q2 hedge fund 13F filings?

As of today, IVE has moved -0.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.2%. Since the quarter end (June 30, 2026), IVE has gained +4.4% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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 →