Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IFRA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +31
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — IFRA

Based on 428 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IFRA 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 (99% of max)

99% of all-time peak
428 hedge funds hold IFRA 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 — +27% more funds vs a year ago

fund count last 6Q
+92 new funds entered over the past year (+27% 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 — 61% buying

233 buying148 selling
Last quarter: 233 funds were net buyers (63 opened a brand new position + 170 added to an existing one). Only 148 were sellers (116 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~63 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 39 → 80 → 63 → 63. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 28% medium ■ 27% new
194 out of 428 hedge funds have held IFRA 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.
➡️

Steady discovery — ~63 new funds/quarter

46 → 39 → 80 → 63 → 63 new funds/Q
New funds entering each quarter: 39 → 80 → 63 → 63. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 50% veterans vs 32% newcomers

■ 50% veterans ■ 18% 1-2yr ■ 32% new
Entry-cohort mix of 428 holders: 215 (50%) are 2+ year veterans, 75 entered 1–2 years ago, and 138 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
29 of 428 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in IFRA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Institutional Sentiment Summary — IFRA

In 2026 Q2, 233 hedge funds were net buyers of IFRA (63 opened a new position, 170 added to an existing one), while 148 reduced or exited (116 trimmed, 32 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in IFRA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +31 funds (more new holders than closures). Total institutional holders: 428.

Hedge Fund Ownership: IFRA

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

Market Analysis: IFRA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IFRA

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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.

8 top-rated funds 6 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: IFRA
426 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 426 397 7.3%
13F Shares 38M 32M 20.22%
Total Value $2.20B $1.76B 24.85%
New Positions 61 63 -2
Increased Positions 170 148 +22
Closed Positions 32 47 -15
Reduced Positions 116 119 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IFRA

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Institutional Holders (2026 Q2)

426 + investors

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

QUARTER:
Top 25 IFRA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Viaable, LLC 6.19% 120,532 $7.5M
2 Immaculate Wealth Management LLC 5.32% 12,455 $785K
3 Laurel Wealth Planning LLC 5.05% 181,129 $11.4M
4 TrustBank 4.63% 216,341 $13.6M
5 Wharton Business Group, LLC 3.36% 1,592,700 $100.4M
6 Haven Private, LLC 3.24% 135,365 $8.5M
7 Wellspring Financial Advisors, LLC 2.81% 676,791 $42.7M
8 Lane Brothers & Co Inc 2.54% 61,640 $3.9M
9 J. Team Financial, Inc. 2.28% 37,308 $2.4M
10 Urban Wealth Management, LLC 1.99% 36,232 $2.3M
11 Hoge Financial Services, LLC 1.99% 65,856 $4.2M
12 BG Investment Services, LLC 1.78% 39,289 $2.5M
13 Consilium Wealth Advisory, LLC 1.74% 93,051 $5.9M
14 Forthright Family Wealth Advisory LLC 1.72% 48,245 $3.0M
15 Aventus Investment Advisors, Inc. 1.67% 36,050 $2.3M
16 Forte Asset Management LLC 1.61% 62,500 $3.9M
17 Bouvel Investment Partners, LLC 1.50% 105,486 $6.6M
18 Pursue Wealth Partners LLC 1.45% 41,115 $2.6M
19 Brio Consultants, LLC 1.39% 188,776 $11.9M
20 Horizon Wealth Management, LLC 1.35% 167,863 $10.6M
21 Silver Coast Investments LLC 1.12% 59,886 $3.8M
22 Herbst Group, LLC 1.04% 30,190 $1.9M
23 Arrien Investments, INC. 1.03% 32,477 $2.0M
24 Investment Management Corp /Va/ /Adv 0.86% 16,276 $1.0M
25 S&A Financial Services, Inc. 0.85% 22,137 $1.4M
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 (IFRA)

What does the Smart Money Trend signal show for IFRA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IFRA 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 IFRA?

More buyers than sellers — 61% buying: Last quarter: 233 funds were net buyers (63 opened a brand new position + 170 added to an existing one). Only 148 were sellers (116 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IFRA holders?

Elite ownership — 59% AUM from top-100 funds: 29 of 428 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in IFRA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IFRA?

45% of holders stayed for 2+ years: 194 out of 428 hedge funds have held IFRA 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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