Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IEI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +65
Streak
4Q ▲
Buyers last Q
63%

Smart Money Signals — IEI

Based on 802 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IEI 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
802 hedge funds hold IEI 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 — +18% more funds vs a year ago

fund count last 6Q
+125 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

474 buying283 selling
Last quarter: 474 funds were net buyers (125 opened a brand new position + 349 added to an existing one). Only 283 were sellers (223 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new IEI position: 113 → 92 → 92 → 125. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new
445 out of 802 hedge funds have held IEI 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.
➡️

Steady discovery — ~125 new funds/quarter

86 → 113 → 92 → 92 → 125 new funds/Q
New funds entering each quarter: 113 → 92 → 92 → 125. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 15% 1-2yr ■ 26% new
Of 806 current holders: 471 (58%) 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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
26 of 802 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IEI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: IEI

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

Market Analysis: IEI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IEI

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 36 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
5.8
/ 10
conviction
Hedge Fund Positioning: IEI
2026 Q1 Stats Unlock in 20 days 806 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 806 747 7.9%
13F Shares 122M 120M 1.63%
Total Value $14.45B $14.27B 1.27%
New Positions 125 93 +32
Increased Positions 353 348 +5
Closed Positions 62 78 -16
Reduced Positions 227 228 -1
Total Calls 4 7 -42.86%
Total Puts 3 8 -62.5%
PUT/CALL Ratio 0.75 1.14 Neutral

Statistics: IEI

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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

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

806 + investors

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

Top 25 institutional holders of IEI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hoese & Co LLP 19.89% 225,998 $26.8M
2 Tanglewood Wealth Management, Inc. 15.69% 1,596,822 $189.4M
3 Strategic Point Investment Advisors, LLC 11.02% 639,390 $75.8M
4 SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 10.19% 210,715 $25.0M
5 DDFG, Inc 9.48% 371,059 $44.0M
6 ARMSTRONG ADVISORY GROUP, INC 8.63% 1,084,487 $128.6M
7 Benchmark Financial, LLC 6.92% 64,980 $7.7M
8 FORONJY FINANCIAL LLC 6.76% 137,157 $16.3M
9 Spartan Planning & Wealth Management 6.57% 74,906 $8.9M
10 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 6.30% 719,834 $85.4M
11 SNS Financial Group, LLC 6.29% 615,718 $73.0M
12 Weaver Capital Management LLC 5.95% 231,359 $27.4M
13 Independence Financial Advisors, LLC 5.81% 163,298 $19.4M
14 Lake Hills Wealth Management, LLC 5.07% 76,419 $9.1M
15 Everstar Asset Management, LLC 4.93% 78,171 $9.3M
16 Global Trust Asset Management, LLC 4.39% 96,832 $11.5M
17 SEMITAM BONAM LLC 4.39% 45,303 $5.4M
18 Foundry Financial Group, Inc. 4.20% 71,338 $8.5M
19 MFA Wealth Services 4.13% 52,591 $6.2M
20 Whalen Wealth Management Inc. 3.94% 62,024 $7.4M
21 CABOT WEALTH MANAGEMENT INC 3.81% 279,159 $33.1M
22 Cordoba Advisory Partners LLC 3.80% 116,049 $13.8M
23 Bond & Devick Financial Network, Inc. 3.64% 109,940 $13.0M
24 WestEnd Advisors, LLC 3.45% 1,205,864 $143.0M
25 InTrack Investment Management Inc 3.41% 50,467 $6.0M
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 (IEI)

What does the Smart Money Trend signal show for IEI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IEI 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 IEI?

More buyers than sellers — 63% buying: Last quarter: 474 funds were net buyers (125 opened a brand new position + 349 added to an existing one). Only 283 were sellers (223 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IEI holders?

Elite ownership — 41% AUM from top-100 funds: 26 of 802 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IEI. 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 IEI?

55% of holders stayed for 2+ years: 445 out of 802 hedge funds have held IEI 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.