Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (HEWJ)

75 + Investors. Track Smart Money conviction in HEWJ. 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
2Q ▲
Buyers last Q
62%

Smart Money Signals — HEWJ

Based on 75 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 HEWJ 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
75 hedge funds hold HEWJ 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 — +15% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

40 buying24 selling
Last quarter: 40 funds were net buyers (20 opened a brand new position + 20 added to an existing one). Only 24 were sellers (18 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new HEWJ position: 5 → 8 → 9 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 27% medium 17% new
42 out of 75 hedge funds have held HEWJ 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 → 5 → 8 → 9 → 20 new funds/Q
New funds entering each quarter: 5 → 8 → 9 → 20. 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 — 64% of holders stayed 2+ years

64% veterans 16% 1-2yr 20% new
Of 75 current holders: 48 (64%) 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.

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
20 of 75 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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: HEWJ

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

Market Analysis: HEWJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HEWJ

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: HEWJ
2026 Q1 Stats Unlock in 15 days 75 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 75 61 22.95%
13F Shares 7M 5M 27.07%
Total Value $352M $259M 35.8%
New Positions 20 9 +11
Increased Positions 20 13 +7
Closed Positions 6 6 -
Reduced Positions 18 21 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HEWJ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

75 + investors

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

Top 20 institutional holders of HEWJ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Somerset Trust Co 0.25% 14,719 $828K
2 Portfolio Resources Advisor Group, Inc. 0.13% 2,249 $127K
3 Aspire Capital Advisors LLC 0.07% 5,634 $317K
4 Ascentis Independent Advisors 0.06% 13,628 $767K
5 LAUREL OAK WEALTH MANAGEMENT, LLC 0.05% 5,621 $316K
6 Murphy & Mullick Capital Management Corp 0.05% 1,215 $68K
7 OVERSEA-CHINESE BANKING Corp Ltd 0.03% 20,530 $1.2M
8 Chesley Taft & Associates LLC 0.01% 5,513 $310K
9 Robertson Stephens Wealth Management, LLC 0.01% 5,533 $311K
10 TRUIST FINANCIAL CORP 0.01% 102,240 $5.8M
11 RITHOLTZ WEALTH MANAGEMENT 0.01% 5,226 $294K
12 CoreCap Advisors, LLC 0.00% 2,188 $123K
13 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 670 $39K
14 SBI Securities Co., Ltd. 0.00% 1,147 $65K
15 Union Bancaire Privee, UBP SA 0.00% 3,000 $124K
16 ENVESTNET ASSET MANAGEMENT INC 0.00% 91,795 $5.2M
17 MML INVESTORS SERVICES, LLC 0.00% 4,072 $229K
18 Ascentis Wealth Management, LLC 0.00% 40 $2K
19 FIFTH THIRD BANCORP 0.00% 3,525 $198K
20 TSFG, LLC 0.00% 38
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 (HEWJ)

What does the Smart Money Trend signal show for HEWJ?

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

More buyers than sellers — 62% buying: Last quarter: 40 funds were net buyers (20 opened a brand new position + 20 added to an existing one). Only 24 were sellers (18 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HEWJ holders?

Strong quality — 28% AUM from major funds: 20 of 75 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HEWJ?

56% of holders stayed for 2+ years: 42 out of 75 hedge funds have held HEWJ 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.