Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IEO)

149 + Investors. Track Smart Money conviction in IEO. 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
↑ +4
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — IEO

Based on 144 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 IEO 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 — 85% of 3.0Y peak

85% of all-time peak
144 funds currently hold this stock — 85% of the 3.0-year high of 169 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold IEO compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

57 buying64 selling
Last quarter: 64 funds reduced or exited vs 57 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.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 22 → 19 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 22% medium 14% new
92 out of 144 hedge funds have held IEO 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

21 → 13 → 22 → 19 → 22 new funds/Q
New funds entering each quarter: 13 → 22 → 19 → 22. A growing number of institutions are discovering IEO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

72% veterans 11% 1-2yr 17% new
Of 149 current holders: 108 (72%) 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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
16 of 144 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in IEO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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: IEO

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

Market Analysis: IEO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IEO

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

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: IEO
2026 Q1 Stats Unlock in 20 days 149 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 149 144 3.47%
13F Shares 2M 2M -8.92%
Total Value $158M $176M -10.43%
New Positions 23 20 +3
Increased Positions 36 40 -4
Closed Positions 19 21 -2
Reduced Positions 57 58 -1
Total Calls 3 3 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.33 Bullish

Statistics: IEO

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

149 + investors

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

Top 25 institutional holders of IEO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mader & Shannon Wealth Management, Inc. 2.70% 46,648 $5.8M
2 COTTONWOOD CAPITAL ADVISORS, LLC 1.81% 20,592 $2.6M
3 Investors Research Corp 0.88% 36,891 $4.6M
4 Stegent Equity Advisors, Inc. 0.85% 8,004 $1000K
5 Horizon Wealth Management, LLC 0.58% 31,855 $4.0M
6 Wealth Management Partners, LLC 0.55% 15,530 $1.9M
7 Bank Pictet & Cie (Europe) AG 0.42% 157,250 $19.6M
8 PCG Wealth Advisors, LLC 0.26% 8,183 $1.0M
9 IFC & Insurance Marketing, Inc. 0.24% 1,817 $227K
10 Mezzasalma Advisors, LLC 0.22% 6,958 $869K
11 Enclave Advisors LLC 0.17% 10,191 $1.3M
12 Westmount Partners, LLC 0.13% 4,243 $530K
13 Poehling Capital Management, INC. 0.09% 3,500 $437K
14 GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% 23,929 $3.0M
15 GILL CAPITAL PARTNERS, LLC 0.08% 2,192 $274K
16 ANCHYRA PARTNERS LLC 0.07% 1,825 $228K
17 Red Tortoise LLC 0.06% 1,157 $145K
18 ALTFEST L J & CO INC 0.06% 4,226 $528K
19 KERR FINANCIAL PLANNING Corp 0.04% 244 $29K
20 GUYASUTA INVESTMENT ADVISORS INC 0.04% 4,893 $611K
21 Ignite Planners, LLC 0.03% 1,516 $202K
22 Koshinski Asset Management, Inc. 0.02% 2,369 $296K
23 Hilton Head Capital Partners, LLC 0.01% 200 $25K
24 Apollon Wealth Management, LLC 0.01% 6,012 $751K
25 Roxbury Financial LLC 0.01% 102 $13K
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 (IEO)

What does the Smart Money Trend signal show for IEO?

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

More sellers than buyers — 47% buying: Last quarter: 64 funds reduced or exited vs 57 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 IEO holders?

Elite ownership — 47% AUM from top-100 funds: 16 of 144 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in IEO. 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 IEO?

64% of holders stayed for 2+ years: 92 out of 144 hedge funds have held IEO 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.