Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IAK)

141 + 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
↓ -10
Streak
2Q ▼
Buyers last Q
39%

Smart Money Signals — IAK

Based on 141 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 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 — 85% of 3.0Y peak

85% of all-time peak
141 funds currently hold this stock — 85% of the 3.0-year high of 165 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
7 fewer hedge funds hold IAK compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 39% buying

59 buying91 selling
Last quarter: 91 funds sold vs only 59 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 27 → 32 → 20 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 30% medium ■ 19% new
72 out of 141 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 → 27 → 32 → 20 → 19 new funds/Q
New funds entering each quarter: 27 → 32 → 20 → 19. 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 — 57% of holders stayed 2+ years

■ 57% veterans ■ 12% 1-2yr ■ 31% new
Of 141 current holders: 80 (57%) 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 — 36% AUM from major funds

36% from top-100 AUM funds
13 of 141 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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: 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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: IAK
2026 Q1 Stats Unlock in 17 days 141 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 141 153 -7.84%
13F Shares 2M 3M -45.65%
Total Value $252M $459M -45.17%
New Positions 19 22 -3
Increased Positions 40 55 -15
Closed Positions 31 34 -3
Reduced Positions 62 51 +11
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: IAK

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Valuation Measures Data as of: --

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Enterprise Value --
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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)

141 + investors

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

Top 25 institutional holders of IAK — 2025 Q4 · 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 JMAC ENTERPRISES LLC 0.86% 35,039 $4.5M
4 Genesee Capital Advisors, LLC 0.40% 7,499 $962K
5 Outlook Wealth Advisors, LLC 0.36% 11,474 $1.5M
6 LEE DANNER & BASS INC 0.28% 34,578 $4.4M
7 Odyssey Capital Advisors, Inc. 0.24% 2,127 $273K
8 SONATA CAPITAL GROUP INC 0.15% 3,200 $411K
9 Nova Wealth Management, Inc. 0.14% 1,701 $218K
10 Hills Bank & Trust Co 0.11% 17,160 $2.2M
11 RFG Advisory, LLC 0.08% 34,887 $4.5M
12 Harbor Asset Planning, Inc. 0.08% 749 $96K
13 Bulwark Capital Corp 0.05% 585 $75K
14 Belpointe Asset Management LLC 0.04% 8,907 $1.1M
15 Fortis Capital Advisors, LLC 0.04% 2,210 $284K
16 Csenge Advisory Group 0.02% 2,804 $360K
17 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 9,457 $1.2M
18 BIP Wealth, LLC 0.01% 2,745 $352K
19 AdvisorNet Financial, Inc 0.01% 1,899 $244K
20 FIRST HORIZON CORP 0.01% 2,038 $261K
21 Composition Wealth, LLC 0.01% 6,082 $780K
22 Spire Wealth Management 0.01% 2,390 $307K
23 Janney Montgomery Scott LLC 0.01% 31,650 $4K
24 Sowell Financial Services LLC 0.01% 1,762 $226K
25 NBC SECURITIES, INC. 0.01% 785 $101K
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 — 2 quarters in a row: For 2 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?

Heavy selling pressure — only 39% buying: Last quarter: 91 funds sold vs only 59 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for IAK holders?

Strong quality — 36% AUM from major funds: 13 of 141 holders rank in the top 100 by AUM, accounting for 36% 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 IAK?

51% of holders stayed for 2+ years: 72 out of 141 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.

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.