Ishares Tr (IVLU) Hedge Fund Ownership (Q1 2026)

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

As of today, IVLU 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), IVLU gained +6.0% 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.

Ishares Tr (IVLU)

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

Smart Money Signals — IVLU

Based on 371 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added IVLU 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

371 hedge funds hold IVLU 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 — +44% more funds vs a year ago

fund count last 6Q

+114 new funds entered over the past year (+44% 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.

🟢

More buyers than sellers — 60% buying

188 buying123 selling

Last quarter: 188 funds were net buyers (63 opened a brand new position + 125 added to an existing one). Only 123 were sellers (100 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~63 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 46 → 43 → 62 → 63. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 26% medium ■ 30% new

164 out of 371 hedge funds have held IVLU 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

34 → 46 → 43 → 62 → 63 new funds/Q

New funds entering each quarter: 46 → 43 → 62 → 63. A growing number of institutions are discovering IVLU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 47% veterans vs 39% newcomers

■ 47% veterans ■ 14% 1-2yr ■ 39% new

Entry-cohort mix of 371 holders: 174 (47%) are 2+ year veterans, 53 entered 1–2 years ago, and 144 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds

24 of 371 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IVLU. 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	365	330	10.61%
13F Shares	69M	49M	40.73%
Total Value	$2.64B	$1.91B	38.31%
New Positions	61	62	-1
Increased Positions	125	111	+14
Closed Positions	26	26	-
Reduced Positions	99	102	-3
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

365

330

10.61%

13F Shares

69M

49M

40.73%

Total Value

$2.64B

$1.91B

38.31%

New Positions

-1

Increased Positions

125

111

+14

Closed Positions

Reduced Positions

102

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

365 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IVLU. 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 IVLU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Invenio Wealth Partners LLC	8.73%	582,803	$24.4M
2	Good Harbor Advisors, Inc.	6.68%	163,229	$6.8M
3	Pioneer Family Office, LLC	6.42%	297,820	$12.5M
4	Farrow Financial, Inc.	6.29%	281,766	$11.8M
5	Alliance Wealth Advisors, LLC /UT	5.62%	712,335	$29.8M
6	Meridian Financial Partners LLC	5.31%	368,005	$15.6M
7	Armbruster Capital Management, Inc.	4.19%	671,710	$28.1M
8	Ironwood Wealth Management, INC.	4.12%	230,521	$9.7M
9	Freedom Investment Management, Inc.	3.62%	310,737	$13.0M
10	CoreFirst Bank & Trust	3.40%	163,605	$6.8M
11	RHS Financial, LLC	3.24%	192,303	$8.0M
12	Ackerman Capital Advisors, LLC	3.19%	379,084	$15.9M
13	McBroom & Associates, LLC	2.88%	137,115	$5.7M
14	Victory Financial Group, LLC	2.50%	569,773	$23.8M
15	PMG Wealth Management, Inc.	2.48%	96,055	$4.0M
16	Wise Wealth Partners	2.42%	34,107	$1.4M
17	Savvy Advisors, Inc.	2.32%	2,612,696	$109.3M
18	Clayton Partners LLC	2.23%	81,010	$3.4M
19	Harbour Wealth Management Group, Inc.	2.20%	77,861	$3.3M
20	Cassilly Financial Group LLC	2.12%	69,758	$2.9M
21	AdvisorShares Investments LLC	2.00%	395,843	$16.6M
22	Cogent Strategic Wealth LLC	1.92%	48,162	$2.0M
23	Tacita Capital Inc	1.85%	81,474	$3.4M
24	Kathmere Capital Management, LLC	1.85%	834,075	$34.9M
25	High Probability Advisors, LLC	1.70%	380,882	$15.9M

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 (IVLU)

What does the Smart Money Trend signal show for IVLU?

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

More buyers than sellers — 60% buying: Last quarter: 188 funds were net buyers (63 opened a brand new position + 125 added to an existing one). Only 123 were sellers (100 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IVLU holders?

Elite ownership — 50% AUM from top-100 funds: 24 of 371 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IVLU. 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 IVLU?

44% of holders stayed for 2+ years: 164 out of 371 hedge funds have held IVLU 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 (IVLU) following the 2026 Q2 hedge fund 13F filings?

As of today, IVLU 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), IVLU has gained +6.0% 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.

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Ishares Tr (IVLU)

Smart Money Signals — IVLU

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +44% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~63 new funds per quarter

44% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 47% veterans vs 39% newcomers

Elite ownership — 50% AUM from top-100 funds

Institutional Sentiment Summary — IVLU

Hedge Fund Ownership: IVLU

Market Analysis: IVLU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IVLU

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

Hedge Fund Positioning: IVLU

Statistics: IVLU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IVLU)

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