Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (AIA)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
5Q ▲
Buyers last Q
64%

Smart Money Signals — AIA

Based on 124 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added AIA 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
124 hedge funds hold AIA 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 — +72% more funds vs a year ago

fund count last 6Q
+52 new funds entered over the past year (+72% 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.
🟢

More buyers than sellers — 64% buying

69 buying38 selling
Last quarter: 69 funds were net buyers (38 opened a brand new position + 31 added to an existing one). Only 38 were sellers (24 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new AIA position: 18 → 14 → 24 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 26% medium 30% new
55 out of 124 hedge funds have held AIA 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

13 → 18 → 14 → 24 → 38 new funds/Q
New funds entering each quarter: 18 → 14 → 24 → 38. 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.
🏛️

Veteran-anchored — 59% veterans vs 34% newcomers

59% veterans 8% 1-2yr 34% new
Entry-cohort mix of 128 holders: 75 (59%) are 2+ year veterans, 10 entered 1–2 years ago, and 43 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
21 of 124 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in AIA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — AIA

In 2026 Q1, 69 hedge funds were net buyers of AIA (38 opened a new position, 31 added to an existing one), while 38 reduced or exited (24 trimmed, 14 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 55% of total institutional value in AIA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 124.

Hedge Fund Ownership: AIA

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

Market Analysis: AIA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIA

-- --

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

Is It Too Late to Buy Ishares Tr (AIA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AIA has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
AIA
+33.8%
SPY
+15.9%

AIA outperformed SPY by +17.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
AIA
+7.5%
SPY
+2.0%

Since the filing became public, AIA outperformed SPY by +5.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: AIA
123 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 123 100 23.0%
13F Shares 3M 1M 119.87%
Total Value $306M $132M 132.14%
New Positions 38 24 +14
Increased Positions 31 31 -
Closed Positions 15 11 +4
Reduced Positions 23 20 +3
Total Calls 3 1 200.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: AIA

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Institutional Holders (2026 Q1)

123 + investors

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

QUARTER:
Top 25 AIA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFI Advisors, LLC 2.57% 23,047 $2.4M
2 Objectivity Squared, LLC 1.85% 27,587 $2.9M
3 Elite Wealth Management, Inc. 1.35% 39,277 $4.2M
4 Arlington Capital Management, Inc. 1.22% 20,389 $2.2M
5 BLVD Private Wealth, LLC 1.18% 12,757 $1.4M
6 City of London Investment Management Co Ltd 0.57% 73,500 $7.8M
7 Quattro Financial Advisors LLC 0.42% 13,074 $1.4M
8 Old Mission Capital LLC 0.41% 243,538 $25.9M
9 Glaxis Capital Management, LLC 0.40% 3,030 $322K
10 Twelve Points Wealth Management LLC 0.31% 13,460 $1.4M
11 Avior Wealth Management, LLC 0.28% 91,502 $9.7M
12 Red Lighthouse Investment Management, LLC 0.26% 7,188 $763K
13 Karnit Road Accident Victims Compensation Fund 0.24% 3,860 $410K
14 Redhawk Wealth Advisors, Inc. 0.18% 15,362 $1.6M
15 BlackDiamond Wealth Management, LLC 0.16% 3,089 $328K
16 Blue Fin Capital, Inc. 0.15% 8,900 $945K
17 Insigneo Advisory Services, LLC 0.15% 19,331 $2.1M
18 Quadrature Capital Ltd 0.12% 96,202 $10.2M
19 Prudential plc 0.09% 150,360 $16.0M
20 Gilpin Wealth Management, LLC 0.07% 800 $85K
21 Finley Financial, LLC 0.06% 1,170 $124K
22 Texas Yale Capital Corp. 0.06% 18,580 $2.0M
23 Patten Group, Inc. 0.06% 3,001 $319K
24 CrossGen Wealth, LLC 0.05% 526 $56K
25 Two Sigma Securities, LLC 0.05% 3,835 $407K
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 (AIA)

What does the Smart Money Trend signal show for AIA?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added AIA 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 AIA?

More buyers than sellers — 64% buying: Last quarter: 69 funds were net buyers (38 opened a brand new position + 31 added to an existing one). Only 38 were sellers (24 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AIA holders?

Elite ownership — 55% AUM from top-100 funds: 21 of 124 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in AIA. 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 AIA?

44% of holders stayed for 2+ years: 55 out of 124 hedge funds have held AIA 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.

Is it too late to buy Ishares Tr (AIA) following the 2026 Q1 hedge fund 13F filings?

As of today, AIA has moved +7.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +5.5%. Since the quarter end (March 31, 2026), AIA has gained +33.8% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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