Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES U S ETF TR (IETC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
10Q ▲
Buyers last Q
53%

Smart Money Signals — IETC

Based on 129 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added IETC 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
129 hedge funds hold IETC 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.
🚀

Fast accumulation — +90% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+90% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

67 buying59 selling
Last quarter: 67 funds bought or added vs 59 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.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 24 → 28 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 40% new

■ 29% conviction (2yr+) ■ 32% medium ■ 40% new
Of the 129 current holders: 37 (29%) held >2 years, 41 held 1–2 years, and 51 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+1% value, -19% shares)

Value
+0%
Shares
-18%
Last quarter: total value of institutional IETC holdings rose +1% even though funds reduced share count by 19%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~24 new funds/quarter

15 → 24 → 24 → 28 → 24 new funds/Q
New funds entering each quarter: 24 → 24 → 28 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 55% of holders entered in last year

■ 34% veterans ■ 12% 1-2yr ■ 55% new
Of 130 current holders: 71 (55%) entered in the past year, only 44 (34%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
11 of 129 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: IETC

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

Market Analysis: IETC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IETC

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

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 2 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: IETC
2026 Q1 Stats Unlock in 21 days 130 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 130 127 2.36%
13F Shares 3M 4M -18.7%
Total Value $403M $399M 0.95%
New Positions 24 28 -4
Increased Positions 43 51 -8
Closed Positions 22 5 +17
Reduced Positions 38 29 +9
Total Calls 1 3 -66.67%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IETC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

130 + investors

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

Top 25 institutional holders of IETC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kozak & Associates, Inc. 12.07% 653,967 $61.9M
2 Hoese & Co LLP 4.83% 73,625 $6.5M
3 Artesa Financial Group, LLC 1.43% 17,033 $1.5M
4 SUTTON PLACE INVESTORS LLC 1.35% 27,866 $2.5M
5 Paladin Wealth, LLC 1.34% 22,002 $1.9M
6 Gradient Investments LLC 0.99% 724,457 $64.0M
7 Shira Ridge Wealth Management 0.59% 16,961 $1.5M
8 Lansing Street Advisors 0.27% 12,083 $1.1M
9 Comprehensive Financial Planning, Inc./PA 0.22% 3,561 $315K
10 Nova Wealth Management, Inc. 0.18% 3,203 $283K
11 TFB Advisors LLC 0.18% 3,867 $342K
12 Ironwood Financial, llc 0.16% 10,263 $907K
13 Saxony Capital Management, LLC 0.14% 2,774 $245K
14 Bay Harbor Wealth Management, LLC 0.13% 5,849 $517K
15 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.07% 11,716 $1.0M
16 Financial Partners Group, Inc 0.06% 5,509 $487K
17 Cornerstone Wealth Management, LLC 0.02% 4,027 $356K
18 PARSONS CAPITAL MANAGEMENT INC/RI 0.01% 3,213 $284K
19 Root Financial Partners, LLC 0.01% 2,118 $187K
20 Stratos Wealth Partners, LTD. 0.00% 4,644 $411K
21 TRUIST FINANCIAL CORP 0.00% 38,985 $3.4M
22 Vise Technologies, Inc. 0.00% 2,276 $231K
23 HB Wealth Management, LLC 0.00% 4,217 $373K
24 IFP Advisors, Inc 0.00% 867 $77K
25 TSFG, LLC 0.00% 100 —
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 U S ETF TR (IETC)

What does the Smart Money Trend signal show for IETC?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added IETC 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 IETC?

Slight buying edge — 53% buying: Last quarter: 67 funds bought or added vs 59 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 IETC holders?

Smaller funds dominant — 12% AUM from top-100: 11 of 129 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IETC?

Mixed — 29% long-term, 40% new: Of the 129 current holders: 37 (29%) held >2 years, 41 held 1–2 years, and 51 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.