Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IAK)

148 + 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
1Q ▲
Buyers last Q
52%

Smart Money Signals — IAK

Based on 149 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 IAK 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.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
149 funds currently hold this stock — 87% of the 3.0-year high of 172 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
23 fewer hedge funds hold IAK compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 52% buying

76 buying69 selling
Last quarter: 76 funds bought or added vs 69 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 (+24 vs last Q)

new funds entering per quarter
Funds opening a new IAK position: 20 → 22 → 16 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 24% medium ■ 23% new
79 out of 149 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.
📈

Growing discovery — still being found

36 → 20 → 22 → 16 → 40 new funds/Q
New funds entering each quarter: 20 → 22 → 16 → 40. A growing number of institutions are discovering IAK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 27% newcomers

■ 55% veterans ■ 18% 1-2yr ■ 27% new
Entry-cohort mix of 150 holders: 82 (55%) are 2+ year veterans, 27 entered 1–2 years ago, and 41 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
20 of 148 holders are among the 100 largest funds by AUM, controlling 46% 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 Q2, 76 hedge funds were net buyers of IAK (40 opened a new position, 36 added to an existing one), while 69 reduced or exited (46 trimmed, 23 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 46% 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 new holders than closures). Total institutional holders: 149.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: IAK
148 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 148 132 12.12%
13F Shares 2M 1M 5.27%
Total Value $206M $178M 15.75%
New Positions 40 16 +24
Increased Positions 36 40 -4
Closed Positions 23 34 -11
Reduced Positions 45 49 -4
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/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

148 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legend Financial Advisors, Inc. 4.66% 58,386 $8.2M
2 Schorn Wealth LLC 2.44% 66,477 $9.3M
3 Northstar Financial Companies, Inc. 1.63% 17,251 $2.4M
4 Anchor Bay Capital, Inc. 0.93% 11,810 $1.7M
5 Fig Financial Advisory Services Inc /Adv 0.93% 10,808 $1.4M
6 Delos Wealth Advisors, LLC 0.83% 11,471 $1.6M
7 Martin & Co Inc /Tn/ 0.64% 29,022 $4.1M
8 Stonebridge Financial Planning Group, LLC 0.58% 12,899 $1.8M
9 Fortis Group Advisors, LLC 0.56% 25,025 $3.5M
10 Redwood Financial Network Corp 0.31% 3,955 $556K
11 Genesee Capital Advisors, LLC 0.28% 6,304 $886K
12 Financial Sense Advisors, Inc. 0.28% 10,000 $1.4M
13 Lee Danner & Bass Inc 0.27% 33,880 $4.8M
14 Retirement Planning Co of New England, Inc. 0.22% 4,325 $608K
15 SP Asset Management LLC 0.22% 19,114 $2.7M
16 Primoris Wealth Advisors, LLC 0.21% 3,350 $471K
17 Sonata Capital Group Inc 0.14% 3,050 $429K
18 Councilmark Asset Management, LLC 0.12% 1,625 $228K
19 Leuthold Group, LLC 0.12% 8,446 $1.2M
20 Hills Bank & Trust Co 0.10% 17,318 $2.4M
21 Regatta Research & Money Management 0.10% 773 $109K
22 PFG Advisors 0.10% 13,490 $1.9M
23 Nova Wealth Management, Inc. 0.09% 1,207 $170K
24 Harbor Asset Planning, Inc. 0.08% 751 $106K
25 RFG Advisory, LLC 0.06% 28,550 $4.0M
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 (IAK)

What does the Smart Money Trend signal show for IAK?

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

Slight buying edge — 52% buying: Last quarter: 76 funds bought or added vs 69 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 IAK holders?

Elite ownership — 46% AUM from top-100 funds: 20 of 148 holders are among the 100 largest funds by AUM, controlling 46% 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?

53% of holders stayed for 2+ years: 79 out of 149 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.

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