Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (AAXJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — AAXJ

Based on 195 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AAXJ 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
195 hedge funds hold AAXJ 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 — +17% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

100 buying65 selling
Last quarter: 100 funds were net buyers (28 opened a brand new position + 72 added to an existing one). Only 65 were sellers (47 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 15 → 27 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
124 out of 195 hedge funds have held AAXJ 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

22 → 21 → 15 → 27 → 28 new funds/Q
New funds entering each quarter: 21 → 15 → 27 → 28. 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 ■ 9% 1-2yr ■ 23% new
Of 196 current holders: 133 (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.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
22 of 195 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in AAXJ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: AAXJ

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

Market Analysis: AAXJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AAXJ

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 3 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: AAXJ
2026 Q1 Stats Unlock in 19 days 196 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 196 186 5.38%
13F Shares 14M 14M 1.25%
Total Value $1.33B $1.29B 3.32%
New Positions 28 27 +1
Increased Positions 75 52 +23
Closed Positions 18 13 +5
Reduced Positions 47 56 -9
Total Calls 1 2 -50.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: AAXJ

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Valuation Measures Data as of: --

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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

196 + investors

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

Top 25 institutional holders of AAXJ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BFI Infinity Ltd. 16.58% 306,962 $29.6M
2 Analyst IMS Investment Management Services Ltd. 6.48% 2,221,114 $214K
3 FIDUCIARY FINANCIAL GROUP, LLC 1.56% 122,532 $11.8M
4 Activest Wealth Management 1.35% 79,823 $7.7M
5 OVERSEA-CHINESE BANKING Corp Ltd 1.09% 418,480 $40.3M
6 CAMELOT TECHNOLOGY ADVISORS, INC. 0.45% 6,511 $627K
7 Yoffe Investment Management, LLC 0.44% 3,592 $346K
8 Pathway Financial Advisors LLC 0.37% 31,087 $3.0M
9 Finley Financial, LLC 0.33% 7,395 $712K
10 Independent Wealth Network Inc. 0.25% 8,610 $829K
11 Summa Corp. 0.22% 5,500 $530K
12 James Hambro & Partners LLP 0.22% 57,265 $5.5M
13 SPINNAKER TRUST 0.20% 36,837 $3.5M
14 GFS Advisors, LLC 0.17% 25,000 $1.3M
15 Banque Cantonale Vaudoise 0.15% 40,594 $3.9M
16 MMBG INVESTMENT ADVISORS CO. 0.14% 16,360 $1.6M
17 BigSur Wealth Management LLC 0.14% 5,260 $506K
18 River Street Advisors LLC 0.10% 3,198 $308K
19 DENVER WEALTH MANAGEMENT, INC. 0.10% 3,047 $293K
20 Independent Solutions Wealth Management, LLC 0.09% 6,250 $602K
21 E&G Advisors, LP 0.09% 4,036 $389K
22 KPP Advisory Services LLC 0.08% 5,964 $574K
23 Nicholas Hoffman & Company, LLC. 0.08% 36,352 $3.5M
24 ALTFEST L J & CO INC 0.06% 5,784 $557K
25 iA Global Asset Management Inc. 0.05% 35,080 $3K
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 (AAXJ)

What does the Smart Money Trend signal show for AAXJ?

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

More buyers than sellers — 61% buying: Last quarter: 100 funds were net buyers (28 opened a brand new position + 72 added to an existing one). Only 65 were sellers (47 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AAXJ holders?

Elite ownership — 42% AUM from top-100 funds: 22 of 195 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in AAXJ. 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 AAXJ?

64% of holders stayed for 2+ years: 124 out of 195 hedge funds have held AAXJ 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.