Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IAT)

165 + Investors. Track Smart Money conviction in IAT. 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
↑ +8
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — IAT

Based on 161 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IAT 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 — 90% of 3.0Y peak

90% of all-time peak
161 funds currently hold this stock — 90% of the 3.0-year high of 178 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
17 fewer hedge funds hold IAT compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

72 buying71 selling
Last quarter: 72 funds bought or added vs 71 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new IAT position: 18 → 14 → 20 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 20% medium 15% new
105 out of 161 hedge funds have held IAT 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

48 → 18 → 14 → 20 → 26 new funds/Q
New funds entering each quarter: 18 → 14 → 20 → 26. A growing number of institutions are discovering IAT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 11% 1-2yr 19% new
Of 165 current holders: 116 (70%) 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 — 53% AUM from top-100 funds

53% from top-100 AUM funds
15 of 161 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in IAT. 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.

Hedge Fund Ownership: IAT

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

Market Analysis: IAT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IAT

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

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: IAT
2026 Q1 Stats Unlock in 16 days 165 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 165 158 4.43%
13F Shares 5M 5M -8.5%
Total Value $254M $264M -3.98%
New Positions 26 20 +6
Increased Positions 54 56 -2
Closed Positions 18 20 -2
Reduced Positions 60 53 +7
Total Calls 2 2 -
Total Puts 3 3 -
PUT/CALL Ratio 1.5 1.5 Bearish

Statistics: IAT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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)

165 + investors

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

Top 25 institutional holders of IAT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Game Plan Financial Advisors, LLC 1.01% 41,769 $2.2M
2 Asempa Wealth Advisors 0.72% 15,126 $824K
3 Fearless Solutions, LLC dba Best Invest 0.59% 18,286 $985K
4 Westwind Capital 0.36% 28,187 $2K
5 Cadent Capital Advisors, LLC 0.30% 21,322 $1.1M
6 AUGUSTINE ASSET MANAGEMENT INC 0.24% 20,000 $1.1M
7 Viewpoint Capital Management LLC 0.18% 7,290 $392K
8 Investment Research Partners LLC 0.15% 6,846 $369K
9 QTR Family Wealth, LLC 0.13% 5,322 $307K
10 High Net Worth Advisory Group LLC 0.11% 9,140 $492K
11 Cordoba Advisory Partners LLC 0.11% 7,401 $396K
12 Finley Financial, LLC 0.08% 3,000 $162K
13 KERR FINANCIAL PLANNING Corp 0.07% 1,000 $58K
14 Medallion Wealth Advisors, LLC 0.07% 3,280 $152K
15 Breakwater Capital Group 0.04% 4,958 $267K
16 PATTEN & PATTEN INC/TN 0.03% 8,970 $483K
17 North Star Investment Management Corp. 0.03% 8,235 $443K
18 NEVILLE RODIE & SHAW INC 0.03% 6,490
19 Comprehensive Financial Planning, Inc./PA 0.02% 661 $36K
20 Fiduciary Alliance LLC 0.02% 6,550 $378K
21 LRI Investments, LLC 0.02% 4,450 $240K
22 City State Bank 0.01% 1,050 $57K
23 Register Financial Advisors LLC 0.01% 700 $38K
24 FIRST HORIZON CORP 0.01% 5,367 $289K
25 TRUIST FINANCIAL CORP 0.01% 143,576 $7.7M
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 (IAT)

What does the Smart Money Trend signal show for IAT?

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

Slight buying edge — 50% buying: Last quarter: 72 funds bought or added vs 71 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 IAT holders?

Elite ownership — 53% AUM from top-100 funds: 15 of 161 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in IAT. 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 IAT?

65% of holders stayed for 2+ years: 105 out of 161 hedge funds have held IAT 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.