Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IEO)

169 + 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
↑ +20
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — IEO

Based on 169 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
169 hedge funds hold IEO 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 — +13% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 61% buying

87 buying55 selling
Last quarter: 87 funds were net buyers (36 opened a brand new position + 51 added to an existing one). Only 55 were sellers (39 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new IEO position: 25 → 20 → 22 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 20% medium 20% new
102 out of 169 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.
💰

Value +78% but shares only +32% — price-driven

Value
+78%
Shares
+32%
Last quarter: the total dollar value of institutional holdings rose +78%, but actual share count only changed +32%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

13 → 25 → 20 → 22 → 36 new funds/Q
New funds entering each quarter: 25 → 20 → 22 → 36. A growing number of institutions are discovering IEO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

68% veterans 11% 1-2yr 22% new
Entry-cohort mix of 176 holders: 119 (68%) are 2+ year veterans, 19 entered 1–2 years ago, and 38 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
24 of 168 holders are among the 100 largest funds by AUM, controlling 55% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 87 hedge funds were net buyers of IEO (36 opened a new position, 51 added to an existing one), while 55 reduced or exited (39 trimmed, 16 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 55% of total institutional value in IEO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 169.

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

-- --

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

Is It Too Late to Buy Ishares Tr (IEO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IEO has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
IEO
-11.1%
SPY
+15.9%

IEO outperformed SPY by -27.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
IEO
-7.6%
SPY
+2.0%

Since the filing became public, IEO outperformed SPY by -9.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 2 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: IEO
169 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 169 149 13.42%
13F Shares 2M 2M 32.34%
Total Value $282M $158M 78.42%
New Positions 36 22 +14
Increased Positions 51 34 +17
Closed Positions 16 19 -3
Reduced Positions 37 46 -9
Total Calls 5 3 66.67%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.6 0.67 Bullish

Statistics: IEO

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Institutional Holders (2026 Q1)

169 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dai-ichi Life International Holdings LLC 24.62% 3,005 $375K
2 Mader & Shannon Wealth Management, Inc. 2.70% 46,648 $5.8M
3 Cottonwood Capital Advisors, LLC 1.81% 20,592 $2.6M
4 Audent Global Asset Management, LLC 1.37% 8,989 $1.4M
5 Investors Research Corp 0.88% 36,891 $4.6M
6 Stegent Equity Advisors, Inc. 0.85% 8,004 $1000K
7 Independent Family Office, LLC 0.66% 12,754 $1.6M
8 Horizon Wealth Management, LLC 0.58% 31,855 $4.0M
9 Wealth Management Partners, LLC 0.55% 15,530 $1.9M
10 Martin & Co Inc /Tn/ 0.48% 22,743 $2.8M
11 Bank Pictet & Cie (Europe) AG 0.42% 157,250 $19.6M
12 Smith Partners Wealth Management, LLC 0.34% 3,000 $375K
13 Endowment Wealth Management, Inc. 0.33% 5,967 $745K
14 PCG Wealth Advisors, LLC 0.26% 8,183 $1.0M
15 IFC & Insurance Marketing, Inc. 0.24% 1,817 $227K
16 Mezzasalma Advisors, LLC 0.22% 6,958 $869K
17 Enclave Advisors LLC 0.17% 10,191 $1.3M
18 Carret Asset Management, LLC 0.15% 12,625 $1.6M
19 Westmount Partners, LLC 0.13% 4,243 $530K
20 Mraz, Amerine & Associates, Inc. 0.11% 5,918 $739K
21 Poehling Capital Management, INC. 0.09% 3,500 $437K
22 GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% 23,929 $3.0M
23 Mutual Advisors, LLC 0.08% 30,313 $3.8M
24 Gill Capital Partners, LLC 0.08% 2,192 $274K
25 AlphaCore Capital LLC 0.08% 25,801 $3.2M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 buyers than sellers — 61% buying: Last quarter: 87 funds were net buyers (36 opened a brand new position + 51 added to an existing one). Only 55 were sellers (39 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IEO holders?

Elite ownership — 55% AUM from top-100 funds: 24 of 168 holders are among the 100 largest funds by AUM, controlling 55% 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?

60% of holders stayed for 2+ years: 102 out of 169 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.

Is it too late to buy Ishares Tr (IEO) following the 2026 Q1 hedge fund 13F filings?

As of today, IEO has moved -7.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -9.6%. Since the quarter end (March 31, 2026), IEO has gained -11.1% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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