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

Ishares Tr (IVVW)

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

Smart Money Signals — IVVW

Based on 20 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added IVVW 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

20 hedge funds hold IVVW right now — the highest count in 2.2 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 — +25% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+25% 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

12 buying8 selling

Last quarter: 12 funds were net buyers (6 opened a brand new position + 6 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 4 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 55% entered in last year

■ 0% conviction (2yr+) ■ 45% medium ■ 55% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~6 new funds/quarter

5 → 3 → 4 → 5 → 6 new funds/Q

New funds entering each quarter: 3 → 4 → 5 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 70% of holders entered in last year

■ 0% veterans ■ 30% 1-2yr ■ 70% new

Of 20 current holders: 14 (70%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds

4 of 19 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.8

out of 10

Moderate Exit Risk

Exit risk score 4.8/10 — 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	20	17	17.65%
13F Shares	4M	4M	11.48%
Total Value	$181M	$170M	6.91%
New Positions	6	5	+1
Increased Positions	6	8	-2
Closed Positions	3	2	+1
Reduced Positions	5	1	+4
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

17.65%

13F Shares

11.48%

Total Value

$181M

$170M

6.91%

New Positions

Increased Positions

-2

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

20 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IVVW. 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 IVVW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sumitomo Life Insurance Co	2.21%	3,030,000	$135.1M
2	Garrison Bradford & Associates Inc	0.50%	10,408	$461K
3	Retirement Planning Group, LLC	0.06%	51,987	$2.3M
4	Insight Wealth Strategies, LLC	0.05%	12,595	$562K
5	Old Mission Capital LLC	0.04%	61,785	$2.8M
6	Front Row Advisors LLC	0.03%	2,500	$113K
7	Strategic Blueprint, LLC	0.01%	5,025	$224K
8	Synergy Investment Management, LLC	0.01%	989	$44K
9	Assetmark, Inc	0.01%	124,340	$5.5M
10	Osaic Holdings, INC.	0.01%	135,877	$6.1M
11	Cetera Investment Advisers	0.01%	133,050	$5.9M
12	Rossby Financial, LCC	0.01%	621	$28K
13	Summit Financial, LLC	0.00%	5,354	$239K
14	OneDigital Investment Advisors LLC	0.00%	4,579	$204K
15	Mml Investors Services, LLC	0.00%	17,199	$767K
16	Commonwealth Equity Services, LLC	0.00%	26,861	$1.2M
17	BlackRock, Inc.	0.00%	1,408,036	$62.8M
18	Raymond James Financial Inc	0.00%	57,644	$2.6M
19	Meramec Financial Planners, LLC	0.00%	42	$2K
20	Envestnet Asset Management Inc	0.00%	57,493	$2.6M
21	Jpmorgan Chase & Co	0.00%	115,289	$5.1M
22	Continuum Advisory, LLC	0.00%	39	$2K
23	Susquehanna International Group, LLP	0.00%	15,011	$669K
24	LPL Financial LLC	0.00%	4,513	$201K
25	IFP Advisors, Inc	0.00%	35	$2K

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 (IVVW)

What does the Smart Money Trend signal show for IVVW?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IVVW 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 IVVW?

More buyers than sellers — 60% buying: Last quarter: 12 funds were net buyers (6 opened a brand new position + 6 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IVVW holders?

Smaller funds dominant — 16% AUM from top-100: 4 of 19 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IVVW?

Mostly new holders — 55% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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)	--

Ishares Tr (IVVW)

Smart Money Signals — IVVW

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +25% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~6 new funds per quarter

Mostly new holders — 55% entered in last year

Steady discovery — ~6 new funds/quarter

Early stage — 70% of holders entered in last year

Smaller funds dominant — 16% AUM from top-100

Institutional Sentiment Summary — IVVW

Hedge Fund Ownership: IVVW

Market Analysis: IVVW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IVVW

Hedge Fund Positioning: IVVW

Statistics: IVVW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IVVW)

Welcome to 13Foresight!