Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Inc (HYXU)

77 + Investors. Track Smart Money conviction in HYXU. 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
↑ +43
Streak
5Q ▲
Buyers last Q
86%

Smart Money Signals — HYXU

Based on 77 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 HYXU 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
77 hedge funds hold HYXU 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 — +285% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+285% 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 — 86% buying

65 buying11 selling
Last quarter: 65 funds were net buyers (49 opened a brand new position + 16 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+38 vs last Q)

new funds entering per quarter
Funds opening a new HYXU position: 8 → 8 → 11 → 49. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 25% long-term, 64% new

25% conviction (2yr+) 12% medium 64% new
Of the 77 current holders: 19 (25%) held >2 years, 9 held 1–2 years, and 49 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.
💰

Value +264% but shares only +244% — price-driven

Value
+264%
Shares
+244%
Last quarter: the total dollar value of institutional holdings rose +264%, but actual share count only changed +244%. 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

5 → 8 → 8 → 11 → 49 new funds/Q
New funds entering each quarter: 8 → 8 → 11 → 49. 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.
🌱

Early stage — 66% of holders entered in last year

30% veterans 4% 1-2yr 66% new
Of 77 current holders: 51 (66%) entered in the past year, only 23 (30%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
13 of 77 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in HYXU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.6
out of 10
Moderate Exit Risk
Exit risk score 6.6/10 — 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 — HYXU

In 2026 Q1, 65 hedge funds were net buyers of HYXU (49 opened a new position, 16 added to an existing one), while 11 reduced or exited (5 trimmed, 6 sold completely) — a 86% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in HYXU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +43 funds (more new holders than closures). Total institutional holders: 77.

Hedge Fund Ownership: HYXU

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

Market Analysis: HYXU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HYXU

-- --

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

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

Signal Freshness measures how much HYXU 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
HYXU
+2.1%
SPY
+15.1%

HYXU outperformed SPY by -13.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
HYXU
+0.7%
SPY
+1.3%

Since the filing became public, HYXU outperformed SPY by -0.6% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: HYXU
77 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 77 34 126.47%
13F Shares 3M 811K 244.04%
Total Value $144M $40M 264.41%
New Positions 49 11 +38
Increased Positions 16 14 +2
Closed Positions 6 4 +2
Reduced Positions 5 4 +1
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYXU

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Institutional Holders (2026 Q1)

77 + investors

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

QUARTER:
Top 25 HYXU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Obsido Oy 1.94% 61,138 $3.2M
2 Kelly Financial Services LLC 0.86% 68,060 $3.6M
3 Breakwater Investment Management 0.54% 27,896 $1.5M
4 Wagner Wealth Management, Corp 0.36% 7,614 $399K
5 Patriot Financial Group Insurance Agency, LLC 0.27% 91,136 $4.8M
6 ShoreHaven Wealth Partners, LLC 0.26% 13,694 $718K
7 Avantra Family Wealth, Inc. 0.23% 5,766 $303K
8 Haven Private, LLC 0.16% 6,951 $365K
9 Beto Financial Group, LLC 0.14% 4,413 $235K
10 Triad Wealth Partners, LLC 0.13% 31,046 $1.6M
11 Quadrant Private Wealth Management, LLC 0.09% 11,417 $599K
12 NorthCoast Asset Management LLC 0.08% 68,186 $3.6M
13 JB Capital LLC 0.08% 35,759 $1.9M
14 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% 22,668 $1.2M
15 LGT Financial Advisors LLC 0.06% 241 $13K
16 Synergy Investment Management, LLC 0.06% 3,714 $195K
17 Invst, LLC 0.06% 9,962 $523K
18 Vestmark Advisory Solutions, Inc. 0.05% 82,733 $4.3M
19 Synergy Asset Management, LLC 0.05% 8,534 $448K
20 Signet Financial Management, LLC 0.05% 8,058 $423K
21 Diversify Wealth Management, LLC 0.05% 48,369 $2.6M
22 Insight Wealth Strategies, LLC 0.05% 7,702 $404K
23 CreativeOne Wealth, LLC 0.03% 24,867 $1.3M
24 Envestnet Portfolio Solutions, Inc. 0.03% 91,348 $4.8M
25 Keystone Financial Group 0.02% 5,832 $306K
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 Inc (HYXU)

What does the Smart Money Trend signal show for HYXU?

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

More buyers than sellers — 86% buying: Last quarter: 65 funds were net buyers (49 opened a brand new position + 16 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HYXU holders?

Elite ownership — 44% AUM from top-100 funds: 13 of 77 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in HYXU. 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 HYXU?

Mixed — 25% long-term, 64% new: Of the 77 current holders: 19 (25%) held >2 years, 9 held 1–2 years, and 49 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 Inc (HYXU) following the 2026 Q1 hedge fund 13F filings?

As of today, HYXU has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), HYXU has gained +2.1% 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.

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