Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IEZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — IEZ

Based on 89 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 IEZ 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
89 hedge funds hold IEZ 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 — +24% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+24% 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 buyers than sellers — 67% buying

61 buying30 selling
Last quarter: 61 funds were net buyers (32 opened a brand new position + 29 added to an existing one). Only 30 were sellers (16 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new IEZ position: 2 → 11 → 15 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 20% medium ■ 30% new
44 out of 89 hedge funds have held IEZ 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 +384% but shares only +236% — price-driven

Value
+384%
Shares
+236%
Last quarter: the total dollar value of institutional holdings rose +384%, but actual share count only changed +236%. 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.
🚀

Acceleration phase — new buyers rushing in

15 → 2 → 11 → 15 → 32 new funds/Q
New funds entering each quarter: 2 → 11 → 15 → 32. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 62% veterans vs 26% newcomers

■ 62% veterans ■ 12% 1-2yr ■ 26% new
Entry-cohort mix of 92 holders: 57 (62%) are 2+ year veterans, 11 entered 1–2 years ago, and 24 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
16 of 88 holders rank in the top 100 by AUM, accounting for 34% 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 — IEZ

In 2026 Q1, 61 hedge funds were net buyers of IEZ (32 opened a new position, 29 added to an existing one), while 30 reduced or exited (16 trimmed, 14 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 34% of total institutional value in IEZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 89.

Hedge Fund Ownership: IEZ

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

Market Analysis: IEZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IEZ

-- --

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

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

Signal Freshness measures how much IEZ 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 · 79d ago
IEZ
-2.1%
SPY
+13.9%

IEZ outperformed SPY by -16.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IEZ
-10.3%
SPY
+0.2%

Since the filing became public, IEZ outperformed SPY by -10.5% .

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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: IEZ
89 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 89 71 25.35%
13F Shares 9M 3M 236.17%
Total Value $267M $55M 384.2%
New Positions 32 15 +17
Increased Positions 28 21 +7
Closed Positions 14 6 +8
Reduced Positions 15 22 -7
Total Calls 2 3 -33.33%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.33 Neutral

Statistics: IEZ

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

89 + investors

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

QUARTER:
Top 25 IEZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MinichMacGregor Wealth Management, LLC 3.51% 686,398 $19.9M
2 Wagner Wealth Management, Corp 1.50% 57,819 $1.7M
3 Littlejohn Financial Services, INC. 1.47% 67,553 $2.0M
4 Monument Capital Management 1.43% 196,934 $5.7M
5 Well Done, LLC 1.16% 271,745 $7.9M
6 Cottonwood Capital Advisors, LLC 1.03% 50,464 $1.5M
7 Muirfield Wealth Advisors LLC 0.67% 31,491 $912K
8 Brendel Financial Advisors LLC 0.65% 45,112 $1.3M
9 Lee Johnson Capital Management, LLC 0.62% 60,132 $1.7M
10 Van Cleef Asset Management,Inc 0.54% 173,721 $5.0M
11 Wealth Management Partners, LLC 0.43% 52,316 $1.5M
12 Financial Sense Advisors, Inc. 0.26% 44,727 $1.3M
13 Prospera Financial Services Inc 0.23% 496,046 $14.4M
14 Global Wealth Management, LLC 0.22% 14,199 $411K
15 Genesee Capital Advisors, LLC 0.20% 16,307 $472K
16 Advisory Services Network, LLC 0.19% 502,700 $14.6M
17 Cadent Capital Advisors, LLC 0.13% 17,350 $502K
18 Strategic Investment Solutions, Inc. /IL 0.10% 14,891 $431K
19 VestGen Advisors, LLC 0.09% 110,062 $3.5M
20 Mml Investors Services, LLC 0.09% 1,072,044 $31.0M
21 Independent Financial Group, LLC 0.08% 92,736 $2.7M
22 Titleist Asset Management, LLC 0.08% 36,254 $1.0M
23 Equitable Holdings, Inc. 0.08% 408,835 $11.8M
24 Lpwm LLC 0.06% 7,903 $229K
25 Kovack Advisors, Inc. 0.03% 17,468 $496K
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 (IEZ)

What does the Smart Money Trend signal show for IEZ?

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

More buyers than sellers — 67% buying: Last quarter: 61 funds were net buyers (32 opened a brand new position + 29 added to an existing one). Only 30 were sellers (16 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IEZ holders?

Strong quality — 34% AUM from major funds: 16 of 88 holders rank in the top 100 by AUM, accounting for 34% 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 IEZ?

49% of holders stayed for 2+ years: 44 out of 89 hedge funds have held IEZ 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 (IEZ) following the 2026 Q1 hedge fund 13F filings?

As of today, IEZ has moved -10.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -10.5%. Since the quarter end (March 31, 2026), IEZ has gained -2.1% vs +13.9% 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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