Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IAI)

192 + Investors. Track Smart Money conviction in IAI. 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
↑ +22
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — IAI

Based on 193 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IAI 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
193 hedge funds hold IAI 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 — +8% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

95 buying77 selling
Last quarter: 95 funds bought or added vs 77 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.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new IAI position: 29 → 29 → 24 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

46% conviction (2yr+) 33% medium 21% new
89 out of 193 hedge funds have held IAI 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.
💰

Price up while funds trimmed (+29% value, -16% shares)

Value
+28%
Shares
-16%
Last quarter: total value of institutional IAI holdings rose +29% even though funds reduced share count by 16%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~37 new funds/quarter

31 → 29 → 29 → 24 → 37 new funds/Q
New funds entering each quarter: 29 → 29 → 24 → 37. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 26% newcomers

53% veterans 21% 1-2yr 26% new
Entry-cohort mix of 196 holders: 104 (53%) are 2+ year veterans, 42 entered 1–2 years ago, and 50 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
23 of 192 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in IAI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — IAI

In 2026 Q2, 95 hedge funds were net buyers of IAI (37 opened a new position, 58 added to an existing one), while 77 reduced or exited (62 trimmed, 15 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 45% of total institutional value in IAI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 193.

Hedge Fund Ownership: IAI

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

Market Analysis: IAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IAI

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: IAI
192 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 192 171 12.28%
13F Shares 5M 6M -16.24%
Total Value $850M $661M 28.67%
New Positions 37 24 +13
Increased Positions 57 54 +3
Closed Positions 15 43 -28
Reduced Positions 61 59 +2
Total Calls 2 3 -33.33%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: IAI

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Institutional Holders (2026 Q2)

192 + investors

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

QUARTER:
Top 25 IAI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFI Advisors, LLC 3.37% 22,270 $3.9M
2 Cottonwood Capital Advisors, LLC 2.48% 23,514 $4.1M
3 MinichMacGregor Wealth Management, LLC 2.02% 75,770 $13.3M
4 WESPAC Advisors SoCal, LLC 1.82% 58,167 $10.2M
5 Prostatis Group LLC 1.78% 43,658 $7.7M
6 Tudor Financial Inc. 1.44% 27,877 $3.2M
7 Cadent Capital Advisors, LLC 1.37% 37,859 $6.6M
8 Well Done, LLC 1.25% 52,860 $9.3M
9 Game Plan Financial Advisors, LLC 1.21% 13,468 $3.3M
10 1 North Wealth Services LLC 1.12% 19,538 $3.4M
11 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.07% 49,207 $8.6M
12 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.94% 130,297 $22.8M
13 Rhodes Investment Advisors Inc /Adv 0.82% 6,335 $1.1M
14 Schuylkill Financial LLC 0.81% 4,979 $873K
15 Heritage Oak Wealth Advisors LLC 0.80% 15,573 $2.7M
16 Robinson Value Management, Ltd. 0.72% 7,652 $1.3M
17 Muirfield Wealth Advisors LLC 0.69% 6,053 $1.1M
18 PCG Wealth Advisors, LLC 0.57% 14,480 $2.5M
19 Meitav Investment House Ltd 0.52% 439,719 $77.1M
20 McGuire Investment Group, LLC 0.47% 30,849 $5.4M
21 Signature Equity Partners, LLC 0.42% 5,269 $924K
22 Maxele Advisors, LLC 0.38% 3,081 $540K
23 AlphaCore Capital LLC 0.36% 110,918 $19.4M
24 Phoenix Financial Ltd. 0.33% 273,000 $47.9M
25 Genesee Capital Advisors, LLC 0.33% 5,884 $1.0M
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 (IAI)

What does the Smart Money Trend signal show for IAI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IAI 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 IAI?

Slight buying edge — 55% buying: Last quarter: 95 funds bought or added vs 77 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 IAI holders?

Elite ownership — 45% AUM from top-100 funds: 23 of 192 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in IAI. 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 IAI?

46% of holders stayed for 2+ years: 89 out of 193 hedge funds have held IAI 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.

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