Stock Analysis
Data Source: SEC EDGAR 13F
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Ishares Tr (AIA)

137 + 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
↑ +14
Streak
6Q ▲
Buyers last Q
56%

Smart Money Signals — AIA

Based on 138 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
138 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 — +68% more funds vs a year ago

fund count last 6Q
+56 new funds entered over the past year (+68% 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.
🟡

Slight buying edge — 56% buying

73 buying58 selling
Last quarter: 73 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 24 → 38 → 32. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

45% of holders stayed for 2+ years

45% conviction (2yr+) 25% medium 30% new
62 out of 138 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.
💰

Value +93% but shares only +43% — price-driven

Value
+92%
Shares
+43%
Last quarter: the total dollar value of institutional holdings rose +93%, but actual share count only changed +43%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

19 → 14 → 24 → 38 → 32 new funds/Q
New funds entering each quarter: 14 → 24 → 38 → 32. 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 — 60% veterans vs 30% newcomers

60% veterans 11% 1-2yr 30% new
Entry-cohort mix of 142 holders: 85 (60%) are 2+ year veterans, 15 entered 1–2 years ago, and 42 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
21 of 138 holders are among the 100 largest funds by AUM, controlling 40% 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.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 Q2, 73 hedge funds were net buyers of AIA (32 opened a new position, 41 added to an existing one), while 58 reduced or exited (40 trimmed, 18 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in AIA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 138.

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 Q2 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 June 30, 2026 · 81d ago
AIA
-1.5%
SPY
+2.1%

AIA outperformed SPY by -3.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 36d ago
AIA
+0.5%
SPY
-1.8%

Since the filing became public, AIA outperformed SPY by +2.3% .

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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: AIA
137 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 137 124 10.48%
13F Shares 4M 3M 43.13%
Total Value $593M $307M 92.85%
New Positions 32 38 -6
Increased Positions 40 31 +9
Closed Positions 19 15 +4
Reduced Positions 38 24 +14
Total Calls 2 3 -33.33%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.33 Neutral

Statistics: AIA

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Institutional Holders (2026 Q2)

137 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFI Advisors, LLC 2.75% 22,470 $3.2M
2 Objectivity Squared, LLC 2.21% 27,686 $3.9M
3 Elite Wealth Management, Inc. 1.69% 40,367 $5.7M
4 BLVD Private Wealth, LLC 1.30% 12,325 $1.7M
5 Old Mission Capital LLC 0.88% 390,826 $55.4M
6 CrossGen Wealth, LLC 0.52% 4,717 $668K
7 Gts Securities LLC 0.49% 163,134 $23.1M
8 Quattro Financial Advisors LLC 0.40% 13,160 $1.9M
9 Twelve Points Wealth Management LLC 0.36% 12,598 $1.8M
10 City of London Investment Management Co Ltd 0.33% 38,700 $5.5M
11 Karnit Road Accident Victims Compensation Fund 0.31% 3,860 $547K
12 Red Lighthouse Investment Management, LLC 0.30% 7,188 $1.0M
13 Avior Wealth Management, LLC 0.29% 77,874 $11.0M
14 Redhawk Wealth Advisors, Inc. 0.19% 13,505 $1.9M
15 Blue Fin Capital, Inc. 0.18% 8,874 $1.3M
16 Bright Futures Wealth Management, LLC. 0.18% 1,963 $278K
17 Prudential plc 0.17% 216,835 $30.7M
18 BlackDiamond Wealth Management, LLC 0.16% 3,025 $407K
19 Bonfire Financial 0.14% 1,536 $218K
20 Index Technologies Group LLC 0.13% 1,121 $159K
21 Insigneo Advisory Services, LLC 0.11% 19,877 $2.8M
22 Banco Santander, S.A. 0.10% 112,458 $15.9M
23 Gilpin Wealth Management, LLC 0.08% 800 $113K
24 Patten Group, Inc. 0.08% 3,493 $495K
25 Regatta Research & Money Management 0.07% 550 $78K
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 — 6 quarters in a row: For 6 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?

Slight buying edge — 56% buying: Last quarter: 73 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AIA holders?

Elite ownership — 40% AUM from top-100 funds: 21 of 138 holders are among the 100 largest funds by AUM, controlling 40% 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?

45% of holders stayed for 2+ years: 62 out of 138 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 Q2 hedge fund 13F filings?

As of today, AIA has moved +0.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +2.3%. Since the quarter end (June 30, 2026), AIA has gained -1.5% vs +2.1% 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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