Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IEUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
44%

Smart Money Signals — IEUS

Based on 49 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 IEUS 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
49 hedge funds hold IEUS 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 — +20% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

17 buying22 selling
Last quarter: 22 funds reduced or exited vs 17 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.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 5 → 9 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 24% medium ■ 24% new
25 out of 49 hedge funds have held IEUS 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.
💎

Buying through price weakness — shares +13%, value -6%

Value
-6%
Shares
+12%
Last quarter: funds added +13% more shares while total portfolio value only changed -6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~9 new funds/quarter

2 → 5 → 5 → 9 → 9 new funds/Q
New funds entering each quarter: 5 → 5 → 9 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 29% newcomers

■ 57% veterans ■ 14% 1-2yr ■ 29% new
Entry-cohort mix of 49 holders: 28 (57%) are 2+ year veterans, 7 entered 1–2 years ago, and 14 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
10 of 49 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Institutional Sentiment Summary — IEUS

In 2026 Q1, 17 hedge funds were net buyers of IEUS (9 opened a new position, 8 added to an existing one), while 22 reduced or exited (15 trimmed, 7 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 35% of total institutional value in IEUS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: IEUS

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

Market Analysis: IEUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IEUS

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: IEUS
48 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 48 49 -2.04%
13F Shares 1M 785K 53.46%
Total Value $82M $45M 81.74%
New Positions 7 9 -2
Increased Positions 11 8 +3
Closed Positions 8 7 +1
Reduced Positions 14 15 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IEUS

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Financial Highlights

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Institutional Holders (2026 Q2)

48 + investors

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

QUARTER:
Top 25 IEUS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Castlekeep Investment Advisors LLC 0.65% 18,886 $1.3M
2 Drum Hill Capital, LLC 0.65% 9,206 $637K
3 Cordoba Advisory Partners LLC 0.29% 19,677 $1.4M
4 3EDGE Asset Management, LP 0.27% 86,505 $6.0M
5 Ssa Swiss Advisors AG 0.20% 6,498 $431K
6 Financial Alternatives, Inc 0.15% 4,360 $302K
7 Pictet North America Advisors SA 0.15% 24,275 $1.7M
8 Atlas Capital Advisors INC. 0.10% 13,431 $891K
9 Courier Capital LLC 0.09% 25,524 $1.8M
10 Activest Wealth Management 0.06% 4,241 $294K
11 Quantum Financial Advisors, LLC 0.02% 3,360 $233K
12 4Thought Financial Group Inc. 0.02% 581 $40K
13 Vontobel Holding Ltd. 0.02% 70,872 $4.9M
14 GHP Investment Advisors, Inc. 0.01% 5,157 $357K
15 Silvercrest Asset Management Group LLC 0.01% 19,359 $1.3M
16 EP Wealth Advisors, LLC 0.01% 22,845 $1.6M
17 Silvant Capital Management LLC 0.01% 2,753 $191K
18 Cresset Asset Management, LLC 0.00% 18,238 $1.3M
19 Godfrey Financial Associates, Inc. 0.00% 83 $6K
20 Stratos Wealth Partners, LTD. 0.00% 5,563 $385K
21 Private Trust Co NA 0.00% 651 $45K
22 Jpmorgan Chase & Co 0.00% 460,055 $31.8M
23 Dunhill Financial, LLC 0.00% 58 $4K
24 Raymond James Financial Inc 0.00% 39,324 $2.7M
25 Cerity Partners LLC 0.00% 8,593 $595K
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 (IEUS)

What does the Smart Money Trend signal show for IEUS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IEUS 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 IEUS?

More sellers than buyers — 44% buying: Last quarter: 22 funds reduced or exited vs 17 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 IEUS holders?

Strong quality — 35% AUM from major funds: 10 of 49 holders rank in the top 100 by AUM, accounting for 35% 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 IEUS?

51% of holders stayed for 2+ years: 25 out of 49 hedge funds have held IEUS 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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