Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (LDEM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
47%

Smart Money Signals — LDEM

Based on 42 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added LDEM 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
42 hedge funds hold LDEM 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 — +50% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+50% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟠

More sellers than buyers — 47% buying

18 buying20 selling
Last quarter: 20 funds reduced or exited vs 18 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 4 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 26% medium ■ 24% new
21 out of 42 hedge funds have held LDEM 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 — ~8 new funds/quarter

2 → 8 → 4 → 7 → 8 new funds/Q
New funds entering each quarter: 8 → 4 → 7 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 24% newcomers

■ 57% veterans ■ 19% 1-2yr ■ 24% new
Entry-cohort mix of 42 holders: 24 (57%) are 2+ year veterans, 8 entered 1–2 years ago, and 10 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
8 of 42 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — LDEM

In 2026 Q2, 18 hedge funds were net buyers of LDEM (8 opened a new position, 10 added to an existing one), while 20 reduced or exited (16 trimmed, 4 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 42.

Hedge Fund Ownership: LDEM

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

Market Analysis: LDEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LDEM

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: LDEM
42 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 42 38 10.53%
13F Shares 326K 303K 7.39%
Total Value $19M $17M 13.11%
New Positions 8 7 +1
Increased Positions 10 10 -
Closed Positions 4 4 -
Reduced Positions 16 13 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LDEM

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Institutional Holders (2026 Q2)

42 + investors

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

QUARTER:
Top 25 LDEM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Values Added Financial LLC 0.34% 15,706 $947K
2 Beta Wealth Group, Inc. 0.20% 8,710 $525K
3 Pathfinder Wealth Consulting, Inc. 0.18% 4,748 $275K
4 Ariadne Wealth Management, LP 0.13% 4,818 $291K
5 Gts Securities LLC 0.06% 44,680 $2.7M
6 Waterford Advisors, LLC 0.06% 8,481 $205K
7 Aries Wealth Management 0.05% 4,630 $279K
8 Integrity Advisory Solutions, LLC 0.05% 8,040 $485K
9 One Wealth Advisors, LLC 0.05% 7,284 $439K
10 Old Mission Capital LLC 0.04% 45,146 $2.7M
11 Cliftonlarsonallen Wealth Advisors, LLC 0.02% 24,739 $1.5M
12 Oakmont Advisory Group, LLC 0.02% 378 $23K
13 Aprio Wealth Management, LLC 0.01% 4,060 $245K
14 StoneX Group Inc. 0.01% 4,578 $281K
15 Cape Investment Advisory, Inc. 0.01% 540 $33K
16 Mgo One Seven LLC 0.01% 5,567 $336K
17 Front Row Advisors LLC 0.00% 215 $13K
18 Merit Financial Group, LLC 0.00% 7,316 $441K
19 Commonwealth Equity Services, LLC 0.00% 34,620 $2.1M
20 Ci Investments INC. 0.00% 13,140 $793K
21 Daiwa Securities Group Inc. 0.00% 16,260 $981K
22 EverSource Wealth Advisors, LLC 0.00% 914 $55K
23 Farther Finance Advisors, LLC 0.00% 3,169 $191K
24 Glass Jacobson Investment Advisors llc 0.00% 71 $4K
25 Pathstone Holdings, LLC 0.00% 7,109 $429K
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 (LDEM)

What does the Smart Money Trend signal show for LDEM?

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

More sellers than buyers — 47% buying: Last quarter: 20 funds reduced or exited vs 18 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LDEM holders?

Smaller funds dominant — 13% AUM from top-100: 8 of 42 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LDEM?

50% of holders stayed for 2+ years: 21 out of 42 hedge funds have held LDEM 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.

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