Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (HAWX)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — HAWX

Based on 55 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 HAWX 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
55 hedge funds hold HAWX 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
+8 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.
🟡

Slight buying edge — 51% buying

26 buying25 selling
Last quarter: 26 funds bought or added vs 25 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.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 7 → 13 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 33% new

38% conviction (2yr+) 29% medium 33% new
Of the 55 current holders: 21 (38%) held >2 years, 16 held 1–2 years, and 18 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

12 → 5 → 7 → 13 → 11 new funds/Q
New funds entering each quarter: 5 → 7 → 13 → 11. A growing number of institutions are discovering HAWX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 44% veterans vs 42% newcomers

44% veterans 15% 1-2yr 42% new
Entry-cohort mix of 55 holders: 24 (44%) are 2+ year veterans, 8 entered 1–2 years ago, and 23 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
9 of 54 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — HAWX

In 2026 Q1, 26 hedge funds were net buyers of HAWX (11 opened a new position, 15 added to an existing one), while 25 reduced or exited (16 trimmed, 9 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 55.

Hedge Fund Ownership: HAWX

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

Market Analysis: HAWX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HAWX

-- --

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

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

Signal Freshness measures how much HAWX 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 · 81d ago
HAWX
nan%
SPY
+15.1%

HAWX outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
HAWX
nan%
SPY
+1.3%

Since the filing became public, HAWX outperformed SPY by nan% .

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
1.2
/ 10
conviction
Hedge Fund Positioning: HAWX
55 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 55 53 3.77%
13F Shares 5M 4M 46.47%
Total Value $218M $144M 51.58%
New Positions 11 13 -2
Increased Positions 15 16 -1
Closed Positions 9 6 +3
Reduced Positions 16 17 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HAWX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

55 + investors

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

QUARTER:
Top 25 HAWX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Carroll Advisory Group, LLC 8.78% 552,978 $22.6M
2 Pacific Financial Group Inc 1.45% 65,624 $2.7M
3 Nova Wealth Management, Inc. 1.20% 45,207 $1.8M
4 Partners Capital Investment Group, LLP 0.65% 420,782 $17.2M
5 Beacon Pointe Advisors, LLC 0.34% 1,571,911 $64.3M
6 Coldstream Capital Management Inc 0.31% 614,681 $25.1M
7 Redwood Financial Network Corp 0.18% 6,848 $280K
8 STAR Financial Bank 0.17% 8,695 $356K
9 Journey Retirement Planning & Investment Management LLC 0.11% 13,960 $551K
10 Whitaker-Myers Wealth Managers, LTD. 0.11% 13,036 $533K
11 Kingsview Wealth Management, LLC 0.11% 188,550 $7.7M
12 Scotia Capital INC. 0.06% 358,458 $14.7M
13 Sigma Planning Corp 0.04% 32,340 $1.3M
14 Belpointe Asset Management LLC 0.03% 20,207 $826K
15 Independent Advisor Alliance 0.03% 62,731 $2.6M
16 Concurrent Investment Advisors, LLC 0.03% 60,161 $2.5M
17 Osaic Holdings, INC. 0.02% 321,746 $13.2M
18 Equitable Holdings, Inc. 0.02% 62,966 $2.5M
19 Essex Financial Services, Inc. 0.01% 5,731 $234K
20 McIlrath & Eck, LLC 0.01% 4,151 $170K
21 Glass Jacobson Investment Advisors llc 0.01% 688 $28K
22 Destiny Wealth Partners, LLC 0.01% 2,038 $83K
23 Prime Capital Investment Advisors, LLC 0.01% 17,560 $718K
24 Ashton Thomas Private Wealth, LLC 0.01% 8,463 $346K
25 Mariner, LLC 0.01% 150,149 $6.1M
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 (HAWX)

What does the Smart Money Trend signal show for HAWX?

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

Slight buying edge — 51% buying: Last quarter: 26 funds bought or added vs 25 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 HAWX holders?

Smaller funds dominant — 9% AUM from top-100: 9 of 54 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HAWX?

Mixed — 38% long-term, 33% new: Of the 55 current holders: 21 (38%) held >2 years, 16 held 1–2 years, and 18 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, HAWX has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), HAWX has gained nan% vs +15.1% 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.

Full history →