Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IEO)

160 + 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
↓ -6
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — IEO

Based on 163 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IEO 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 — 93% of 3.0Y peak

93% of all-time peak
163 funds currently hold this stock — 93% of the 3.0-year high of 175 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 42% buying

60 buying84 selling
Last quarter: 84 funds reduced or exited vs 60 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.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 20 → 22 → 36 → 20. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 21% medium 17% new
101 out of 163 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

27 → 20 → 22 → 36 → 20 new funds/Q
New funds entering each quarter: 20 → 22 → 36 → 20. A growing number of institutions are discovering IEO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

70% veterans 10% 1-2yr 20% new
Entry-cohort mix of 167 holders: 117 (70%) are 2+ year veterans, 17 entered 1–2 years ago, and 33 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
26 of 163 holders are among the 100 largest funds by AUM, controlling 54% 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.
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.

Institutional Sentiment Summary — IEO

In 2026 Q2, 60 hedge funds were net buyers of IEO (20 opened a new position, 40 added to an existing one), while 84 reduced or exited (58 trimmed, 26 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. 54% of total institutional value in IEO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 163.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: IEO
160 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 160 169 -5.33%
13F Shares 2M 2M -15.45%
Total Value $214M $282M -23.87%
New Positions 20 36 -16
Increased Positions 38 51 -13
Closed Positions 29 18 +11
Reduced Positions 57 37 +20
Total Calls 2 5 -60.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 1.0 0.6 Neutral

Statistics: IEO

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Institutional Holders (2026 Q2)

160 + investors

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

QUARTER:
Top 25 IEO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mader & Shannon Wealth Management, Inc. 2.48% 48,339 $5.3M
2 Cottonwood Capital Advisors, LLC 1.36% 20,565 $2.3M
3 Audent Global Asset Management, LLC 1.34% 10,951 $1.2M
4 Investors Research Corp 0.79% 40,047 $4.4M
5 Stegent Equity Advisors, Inc. 0.63% 7,950 $873K
6 Independent Family Office, LLC 0.56% 12,754 $1.4M
7 Regatta Research & Money Management 0.53% 5,093 $559K
8 Martin & Co Inc /Tn/ 0.39% 22,678 $2.5M
9 Wealth Management Partners, LLC 0.38% 14,661 $1.6M
10 Bank Pictet & Cie (Europe) AG 0.26% 122,139 $13.4M
11 Endowment Wealth Management, Inc. 0.25% 5,996 $659K
12 PCG Wealth Advisors, LLC 0.21% 8,536 $938K
13 Mezzasalma Advisors, LLC 0.15% 6,904 $758K
14 Enclave Advisors LLC 0.14% 10,190 $1.1M
15 Carret Asset Management, LLC 0.12% 12,370 $1.4M
16 Westmount Partners, LLC 0.10% 4,263 $468K
17 Mraz, Amerine & Associates, Inc. 0.09% 5,793 $636K
18 Cypress Asset Management Inc/Tx 0.09% 2,953 $369K
19 Poehling Capital Management, INC. 0.08% 3,500 $384K
20 PFG Investments, LLC 0.08% 19,021 $2.1M
21 Gill Capital Partners, LLC 0.06% 2,192 $241K
22 Mutual Advisors, LLC 0.06% 29,704 $3.3M
23 GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% 22,460 $2.5M
24 Anchyra Partners LLC 0.05% 1,825 $200K
25 Altfest L J & Co Inc 0.05% 4,235 $465K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IEO 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 IEO?

More sellers than buyers — 42% buying: Last quarter: 84 funds reduced or exited vs 60 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 — 54% AUM from top-100 funds: 26 of 163 holders are among the 100 largest funds by AUM, controlling 54% 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?

62% of holders stayed for 2+ years: 101 out of 163 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.

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