Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IWV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +62
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — IWV

Based on 836 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IWV 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
836 hedge funds hold IWV 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 — +5% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

326 buying304 selling
Last quarter: 326 funds bought or added vs 304 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.
📈

More new buyers each quarter (+61 vs last Q)

new funds entering per quarter
Funds opening a new IWV position: 37 → 68 → 52 → 113. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 14% new
570 out of 836 hedge funds have held IWV 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.
🚀

Acceleration phase — new buyers rushing in

87 → 37 → 68 → 52 → 113 new funds/Q
New funds entering each quarter: 37 → 68 → 52 → 113. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 13% 1-2yr ■ 20% new
Of 840 current holders: 567 (68%) 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.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
24 of 836 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Hedge Fund Ownership: IWV

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

Market Analysis: IWV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWV

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

50 top-rated funds 15 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: IWV
2026 Q1 Stats Unlock in 11 days 840 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 840 778 7.97%
13F Shares 28M 25M 12.91%
Total Value $10.86B $9.34B 16.35%
New Positions 113 52 +61
Increased Positions 218 197 +21
Closed Positions 51 49 +2
Reduced Positions 260 270 -10
Total Calls 2 3 -33.33%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.33 Neutral

Statistics: IWV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

840 + investors

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

Top 25 institutional holders of IWV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TLWM 19.65% 294,238 $109.1M
2 Bricktown Capital, LLC 16.24% 222,495 $82.5M
3 KDK Private Wealth Management, LLC 15.18% 44,775 $16.6M
4 STRATEGIC INVESTMENT MANAGEMENT, LLC 13.44% 86,831 $32.2M
5 Finley Financial, LLC 12.28% 70,747 $26.2M
6 EPIQ PARTNERS, LLC 11.70% 67,551 $25.0M
7 SENTINEL TRUST CO LBA 8.95% 242,928 $90K
8 Compass Financial Group, Inc. 8.47% 50,701 $18.8M
9 Post Resch Tallon Group Inc. 8.47% 28,077 $10.5M
10 Strategic Equity Management 7.83% 56,171 $20.8M
11 Evensky & Katz LLC 7.19% 340,805 $126K
12 MONEYWISE, INC. 6.52% 40,287 $14.9M
13 Mueller Wealth, LLC 5.98% 20,244 $7.5M
14 HANOVER ADVISORS INC 5.75% 38,175 $14.2M
15 Mosaic Advisors LLC 5.62% 9,249 $3.8M
16 WHI TRUST Co LLC 4.77% 17,078 $6.3M
17 William Howard & Co Financial Advisors Inc 4.41% 13,775 $5.1M
18 Sheridan Capital Management, LLC 4.07% 20,850 $7.7M
19 jvl associates llc 3.62% 29,127 $10.8M
20 Portfolio Strategies, Inc. 3.21% 70,321 $26.1M
21 Ipswich Investment Management Co., Inc. 3.21% 36,841 $13.7M
22 Provenance Wealth Advisors, LLC 3.12% 79,401 $29.4M
23 FORTE ASSET MANAGEMENT LLC 3.03% 18,596 $6.9M
24 Tanglewood Wealth Management, Inc. 2.87% 93,323 $34.6M
25 BigSur Wealth Management LLC 2.62% 25,200 $9.3M
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 — ISHARES TR (IWV)

What does the Smart Money Trend signal show for IWV?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IWV 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 IWV?

Slight buying edge — 52% buying: Last quarter: 326 funds bought or added vs 304 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 IWV holders?

Strong quality — 31% AUM from major funds: 24 of 836 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IWV?

68% of holders stayed for 2+ years: 570 out of 836 hedge funds have held IWV 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.