Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares U S ETF Tr (IETC)

118 + 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
↑ +9
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — IETC

Based on 121 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
121 funds currently hold this stock — 92% of the 3.0-year high of 132 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

61 buying46 selling
Last quarter: 61 funds bought or added vs 46 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.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new IETC position: 28 → 24 → 11 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 38% long-term, 26% new

■ 38% conviction (2yr+) ■ 36% medium ■ 26% new
Of the 121 current holders: 46 (38%) held >2 years, 43 held 1–2 years, and 32 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 (+17% value, -2% shares)

Value
+16%
Shares
-2%
Last quarter: total value of institutional IETC holdings rose +17% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

26 → 28 → 24 → 11 → 21 new funds/Q
New funds entering each quarter: 28 → 24 → 11 → 21. IETC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 42% veterans vs 39% newcomers

■ 42% veterans ■ 19% 1-2yr ■ 39% new
Entry-cohort mix of 121 holders: 51 (42%) are 2+ year veterans, 23 entered 1–2 years ago, and 47 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
15 of 119 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — IETC

In 2026 Q2, 61 hedge funds were net buyers of IETC (21 opened a new position, 40 added to an existing one), while 46 reduced or exited (34 trimmed, 12 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 22% of total institutional value in IETC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 121.

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

-- --

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

Is It Too Late to Buy Ishares U S ETF Tr (IETC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IETC has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 89d ago
IETC
+6.9%
SPY
+5.8%

IETC outperformed SPY by +1.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 44d ago
IETC
+2.5%
SPY
+1.6%

Since the filing became public, IETC outperformed SPY by +0.9% .

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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: IETC
118 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 118 112 5.36%
13F Shares 3M 3M -2.22%
Total Value $321M $275M 16.85%
New Positions 21 11 +10
Increased Positions 40 37 +3
Closed Positions 13 31 -18
Reduced Positions 34 40 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IETC

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Financial Highlights

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Institutional Holders (2026 Q2)

118 + investors

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

QUARTER:
Top 25 IETC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kozak & Associates, Inc. 8.54% 464,639 $49.2M
2 Hoese & Co LLP 5.35% 76,759 $8.2M
3 Artesa Financial Group, LLC 1.75% 19,127 $2.1M
4 Paladin Wealth, LLC 1.66% 26,617 $2.9M
5 Sutton Place Investors LLC 1.47% 28,324 $3.0M
6 Mattson Financial Services, LLC 1.29% 60,068 $6.2M
7 Gradient Investments LLC 1.27% 858,000 $92.1M
8 Brown Financial Advisors 1.13% 30,232 $3.2M
9 Oakwell Private Wealth Management, LLC 0.63% 35,363 $3.8M
10 Shira Ridge Wealth Management 0.61% 16,228 $1.7M
11 KM Capital Management Ltd. 0.56% 11,046 $1.2M
12 Liberty One Investment Management, LLC 0.28% 26,400 $2.8M
13 Financial Perspectives, Inc 0.27% 10,433 $1.1M
14 Lansing Street Advisors 0.27% 11,941 $1.3M
15 Comprehensive Financial Planning, Inc./PA 0.20% 3,564 $383K
16 TFB Advisors LLC 0.18% 3,867 $415K
17 Nova Wealth Management, Inc. 0.18% 3,051 $328K
18 Bawa N Mallick Trust 0.17% 5,000 $537K
19 Ironwood Financial, llc 0.17% 10,213 $1.1M
20 Bay Harbor Wealth Management, LLC 0.14% 5,855 $629K
21 Saxony Capital Management, LLC 0.10% 2,102 $226K
22 Guardian Asset Advisors, LLC 0.09% 1,899 $204K
23 Glen Eagle Advisors, LLC 0.09% 6,866 $737K
24 Archer Investment Management, LLC 0.08% 2,176 $234K
25 United Capital Financial Advisors, LLC 0.07% 121,823 $13.1M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 57% buying: Last quarter: 61 funds bought or added vs 46 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?

Strong quality — 22% AUM from major funds: 15 of 119 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IETC?

Mixed — 38% long-term, 26% new: Of the 121 current holders: 46 (38%) held >2 years, 43 held 1–2 years, and 32 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.

Is it too late to buy Ishares U S ETF Tr (IETC) following the 2026 Q2 hedge fund 13F filings?

As of today, IETC has moved +2.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (June 30, 2026), IETC has gained +6.9% vs +5.8% 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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