Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IAK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -17
Streak
3Q ▼
Buyers last Q
40%

Smart Money Signals — IAK

Based on 132 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their IAK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 77% of 3.0Y peak

77% of all-time peak
132 funds currently hold this stock — 77% of the 3.0-year high of 171 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 19% fewer funds vs a year ago

fund count last 6Q
30 fewer hedge funds hold IAK compared to a year ago (-19% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

56 buying83 selling
Last quarter: 83 funds reduced or exited vs 56 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

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

new funds entering per quarter
Funds opening this position for the first time: 35 → 20 → 22 → 16. 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.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 30% medium ■ 20% new
66 out of 132 hedge funds have held IAK 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.
📊

Peak discovery — momentum slowing

29 → 35 → 20 → 22 → 16 new funds/Q
New funds entering each quarter: 35 → 20 → 22 → 16. IAK is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 16% 1-2yr ■ 30% new
Of 134 current holders: 73 (54%) 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.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
17 of 132 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IAK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 — IAK

In 2026 Q1, 56 hedge funds were net buyers of IAK (16 opened a new position, 40 added to an existing one), while 83 reduced or exited (50 trimmed, 33 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 40% of total institutional value in IAK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -17 funds (more exits than new entries). Total institutional holders: 132.

Hedge Fund Ownership: IAK

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

Market Analysis: IAK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IAK

-- --

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

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

Signal Freshness measures how much IAK 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 · 79d ago
IAK
+4.8%
SPY
+13.9%

IAK outperformed SPY by -9.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IAK
+2.6%
SPY
+0.2%

Since the filing became public, IAK outperformed SPY by +2.4% .

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.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: IAK
132 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 132 149 -11.41%
13F Shares 1M 2M -24.21%
Total Value $178M $256M -30.56%
New Positions 16 22 -6
Increased Positions 40 43 -3
Closed Positions 33 29 +4
Reduced Positions 49 64 -15
Total Calls 1 1 -
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: IAK

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

132 + investors

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

QUARTER:
Top 25 IAK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legend Financial Advisors, Inc. 4.59% 55,507 $7.1M
2 Fiduciary Planning LLC 2.41% 62,280 $8.0M
3 Northstar Financial Companies, Inc. 1.46% 14,286 $1.8M
4 Jmac Enterprises LLC 0.86% 35,039 $4.5M
5 Delos Wealth Advisors, LLC 0.79% 10,789 $1.4M
6 Stonebridge Financial Planning Group, LLC 0.67% 14,138 $1.8M
7 Martin & Co Inc /Tn/ 0.64% 29,156 $3.7M
8 Genesee Capital Advisors, LLC 0.40% 7,499 $962K
9 Outlook Wealth Advisors, LLC 0.36% 11,474 $1.5M
10 Redwood Financial Network Corp 0.30% 3,510 $450K
11 Lee Danner & Bass Inc 0.28% 34,578 $4.4M
12 Odyssey Capital Advisors, Inc. 0.24% 2,127 $273K
13 Retirement Planning Co of New England, Inc. 0.23% 4,396 $564K
14 SP Asset Management LLC 0.22% 19,214 $2.5M
15 Cavalier Investments, LLC 0.16% 45,960 $5.9M
16 Sonata Capital Group Inc 0.15% 3,200 $411K
17 Nova Wealth Management, Inc. 0.14% 1,701 $218K
18 Councilmark Asset Management, LLC 0.12% 1,625 $208K
19 Hills Bank & Trust Co 0.11% 17,160 $2.2M
20 PFG Advisors 0.09% 15,121 $1.9M
21 RFG Advisory, LLC 0.08% 34,887 $4.5M
22 Harbor Asset Planning, Inc. 0.08% 749 $96K
23 Leuthold Group, LLC 0.08% 5,786 $742K
24 KKM Financial LLC 0.08% 3,212 $437K
25 Osbon Capital Management LLC 0.05% 452 $58K
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 (IAK)

What does the Smart Money Trend signal show for IAK?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their IAK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IAK?

More sellers than buyers — 40% buying: Last quarter: 83 funds reduced or exited vs 56 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IAK holders?

Elite ownership — 40% AUM from top-100 funds: 17 of 132 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IAK. 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 IAK?

50% of holders stayed for 2+ years: 66 out of 132 hedge funds have held IAK 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 (IAK) following the 2026 Q1 hedge fund 13F filings?

As of today, IAK has moved +2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.4%. Since the quarter end (March 31, 2026), IAK has gained +4.8% vs +13.9% 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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