IDR Idaho Strategic Resources, Inc.
Executive Summary
Five passive institutional investors (State Street, Fidelity, Morgan Stanley, Wells Fargo, BofA) significantly increased their IDR positions in Q3 2025, with aggregate holdings rising from $2.9M to $17.0M — a net addition of $14.1M. The cluster is entirely passive/index-driven, suggesting index rebalancing or passive fund inflows rather than an active investment thesis. Historical calibration shows poor T+20 outcomes for IDR reports (avg -33.46%), and the score calibration indicates low observed win rates at this impact level, warranting a neutral-to-low impact score.
Key Financial Metrics
Institutional Positions
Net institutional flow: $14.1M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| State Street | ADD | +74.5% | $8.8M | $6.8M |
| Morgan Stanley | DOUBLED | +236.2% | $6.8M | $6.0M |
| BofA | DOUBLED | +386.2% | $1.1M | $969.0K |
| Wells Fargo | ADD | +57.7% | $346.0K | $261.0K |
| Fidelity | DOUBLED | +601.8% | $14.0K | $13.0K |
Actionable Insight
The cluster is entirely passive/index-driven, likely reflecting index rebalancing or ETF inflows rather than a fundamental thesis. Historical IDR reports have underperformed significantly (avg -33.46% T+20). Monitor for any active manager filings (13D/G) or operational catalysts before taking a directional position.
Key Facts
- 5 mega-passive institutions added $14.1M net to IDR positions in Q3 2025
- State Street added $6.8M (74.5% share increase), Morgan Stanley added $6.0M (236.2% increase)
- No institutional sellers in the cluster
- All buyers are passive/index fund managers — no active hedge funds or activists
- Prior IDR report had -33.46% T+20 return, indicating poor historical signal quality
Financial Impact
5 passive institutions accumulated $14.1M in new IDR positions, with total holdings rising from $2.9M to $17.0M
Risk Factors
- Passive buying provides no fundamental catalyst — positions may reverse on next rebalance
- Historical IDR reports show poor predictive power (0% win rate at T+20)
- Small market cap ($502M) increases volatility risk
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-IDR-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $31.63 awaiting T+20 | awaiting T+20 | — | — |
|
Jun 8, 2026
6d ago
|
8-K
| $32.69 awaiting T+20 | awaiting T+20 | — | — |
US Market Status
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