Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares U S ETF Tr (IETC)

111 + 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
↓ -19
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — IETC

Based on 112 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IETC 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 — 85% of 3.0Y peak

85% of all-time peak
112 funds currently hold this stock — 85% of the 3.0-year high of 131 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+32% 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.
🟠

More sellers than buyers — 41% buying

49 buying70 selling
Last quarter: 70 funds reduced or exited vs 49 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 (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 25 → 28 → 24 → 11. 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.
📌

Mixed — 38% long-term, 31% new

■ 38% conviction (2yr+) ■ 31% medium ■ 31% new
Of the 112 current holders: 42 (38%) held >2 years, 35 held 1–2 years, and 35 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.
💎

Buying through price weakness — shares -3%, value -32%

Value
-31%
Shares
-3%
Last quarter: funds added -3% more shares while total portfolio value only changed -32%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

26 → 25 → 28 → 24 → 11 new funds/Q
New funds entering each quarter: 25 → 28 → 24 → 11. 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.
📊

Mixed cohorts — 36% veterans, 49% new entrants

■ 36% veterans ■ 15% 1-2yr ■ 49% new
Of 112 current holders: 40 (36%) held 2+ years, 17 held 1–2 years, 55 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
12 of 111 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q1, 49 hedge funds were net buyers of IETC (11 opened a new position, 38 added to an existing one), while 70 reduced or exited (40 trimmed, 30 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -19 funds (more exits than new entries). Total institutional holders: 112.

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 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 · 82d ago
IETC
nan%
SPY
+15.1%

IETC outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
IETC
nan%
SPY
+1.3%

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

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 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: IETC
111 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 111 131 -15.27%
13F Shares 3M 3M -3.33%
Total Value $275M $403M -31.72%
New Positions 11 24 -13
Increased Positions 36 43 -7
Closed Positions 31 21 +10
Reduced Positions 40 38 +2
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IETC

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q1)

111 + 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 Q1 · 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 Brown Financial Advisors 0.97% 28,966 $2.6M
8 Mattson Financial Services, LLC 0.95% 44,940 $4.0M
9 Oakwell Private Wealth Management, LLC 0.83% 52,534 $4.6M
10 KM Capital Management Ltd. 0.79% 11,046 $1.2M
11 Shira Ridge Wealth Management 0.59% 16,961 $1.5M
12 Lansing Street Advisors 0.27% 12,083 $1.1M
13 Financial Perspectives, Inc 0.26% 10,346 $914K
14 A4 Wealth Advisors LLC 0.22% 3,067 $271K
15 Comprehensive Financial Planning, Inc./PA 0.22% 3,561 $315K
16 Nova Wealth Management, Inc. 0.18% 3,203 $283K
17 Bawa N Mallick Trust 0.18% 5,000 $442K
18 TFB Advisors LLC 0.18% 3,867 $342K
19 Liberty One Investment Management, LLC 0.17% 18,780 $1.7M
20 Ironwood Financial, llc 0.16% 10,263 $907K
21 Saxony Capital Management, LLC 0.14% 2,774 $245K
22 Bay Harbor Wealth Management, LLC 0.13% 5,849 $517K
23 Gts Securities LLC 0.08% 26,420 $2.3M
24 Kesler, Norman & Wride, LLC 0.08% 4,932 $436K
25 Glen Eagle Advisors, LLC 0.08% 6,062 $536K
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?

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

More sellers than buyers — 41% buying: Last quarter: 70 funds reduced or exited vs 49 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 IETC holders?

Smaller funds dominant — 16% AUM from top-100: 12 of 111 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IETC?

Mixed — 38% long-term, 31% new: Of the 112 current holders: 42 (38%) held >2 years, 35 held 1–2 years, and 35 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 Q1 hedge fund 13F filings?

As of today, IETC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IETC has gained nan% vs +15.1% 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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