Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares U S ETF Tr (LQDI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
71%

Smart Money Signals — LQDI

Based on 21 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 LQDI 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
21 funds currently hold this stock — 91% of the 3.0-year high of 23 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 71% buying

12 buying5 selling
Last quarter: 12 funds were net buyers (2 opened a brand new position + 10 added to an existing one). Only 5 were sellers (5 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 1 → 2 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 33% medium ■ 10% new
12 out of 21 hedge funds have held LQDI 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.
📊

Peak discovery — momentum slowing

3 → 5 → 1 → 2 → 2 new funds/Q
New funds entering each quarter: 5 → 1 → 2 → 2. LQDI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 76% veterans vs 10% newcomers

■ 76% veterans ■ 14% 1-2yr ■ 10% new
Entry-cohort mix of 21 holders: 16 (76%) are 2+ year veterans, 3 entered 1–2 years ago, and 2 (10%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
8 of 21 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in LQDI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — LQDI

In 2026 Q1, 12 hedge funds were net buyers of LQDI (2 opened a new position, 10 added to an existing one), while 5 reduced or exited (5 trimmed their position) — a 71% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 58% of total institutional value in LQDI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 21.

Hedge Fund Ownership: LQDI

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

Market Analysis: LQDI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LQDI

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: LQDI
2026 Q2 Stats Unlock in 1 days 21 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 21 19 10.53%
13F Shares 1M 1M 3.82%
Total Value $34M $37M -6.85%
New Positions 2 2 -
Increased Positions 10 8 +2
Closed Positions 0 1 -1
Reduced Positions 5 6 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LQDI

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Institutional Holders (2026 Q2)

21 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LQDI. 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 21 LQDI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SimpliFi, Inc. 0.38% 36,360 $956K
2 TBH Global Asset Management, LLC 0.29% 59,532 $1.6M
3 Ameritas Advisory Services, LLC 0.14% 257,513 $6.8M
4 ABLE Financial Group, LLC 0.04% 10,094 $265K
5 Mml Investors Services, LLC 0.02% 355,612 $9.3M
6 EFG International AG 0.01% 23,955 $630K
7 NewEdge Advisors, LLC 0.01% 86,406 $2.3M
8 Centaurus Financial, INC. 0.01% 6,187 $163K
9 Cetera Investment Advisers 0.00% 116,802 $3.1M
10 Envestnet Asset Management Inc 0.00% 355,942 $9.4M
11 Kestra Advisory Services, LLC 0.00% 24,622 $647K
12 LPL Financial LLC 0.00% 327,199 $8.6M
13 Harbour Investments, INC. 0.00% 3,725 $98K
14 International Assets Investment Management, LLC 0.00% 130 $3K
15 Osaic Holdings, INC. 0.00% 6,031 $159K
16 Citadel Advisors LLC 0.00% 38,082 $1.0M
17 Rockefeller Capital Management L.P. 0.00% 1,000 $26K
18 Jane Street Group, LLC 0.00% 17,968 $472K
19 Bank of America Corp /de/ 0.00% 18,236 $479K
20 Susquehanna International Group, LLP 0.00% 9,540 $251K
21 Wells Fargo & Company/Mn 0.00% — —
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 U S ETF Tr (LQDI)

What does the Smart Money Trend signal show for LQDI?

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

More buyers than sellers — 71% buying: Last quarter: 12 funds were net buyers (2 opened a brand new position + 10 added to an existing one). Only 5 were sellers (5 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LQDI holders?

Elite ownership — 58% AUM from top-100 funds: 8 of 21 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in LQDI. 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 LQDI?

57% of holders stayed for 2+ years: 12 out of 21 hedge funds have held LQDI 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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