Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IFRA)

389 + 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
↑ +15
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — IFRA

Based on 395 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 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
395 funds currently hold this stock — 92% of the 3.0-year high of 429 funds (reached 2024 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
+47 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 — 56% buying

209 buying165 selling
Last quarter: 209 funds bought or added vs 165 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.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 45 → 39 → 79 → 61. 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.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 28% medium ■ 26% new
182 out of 395 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.
🚀

Acceleration phase — new buyers rushing in

53 → 45 → 39 → 79 → 61 new funds/Q
New funds entering each quarter: 45 → 39 → 79 → 61. 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.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 18% 1-2yr ■ 32% new
Of 395 current holders: 199 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
25 of 395 holders are among the 100 largest funds by AUM, controlling 58% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — IFRA

In 2026 Q1, 209 hedge funds were net buyers of IFRA (61 opened a new position, 148 added to an existing one), while 165 reduced or exited (119 trimmed, 46 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 58% of total institutional value in IFRA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 395.

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

-- --

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

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

Signal Freshness measures how much IFRA 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 · 75d ago
IFRA
+8.5%
SPY
+14.1%

IFRA outperformed SPY by -5.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
IFRA
+2.4%
SPY
+0.3%

Since the filing became public, IFRA outperformed SPY by +2.1% .

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.

15 top-rated funds 4 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: IFRA
389 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 389 380 2.37%
13F Shares 31M 29M 8.35%
Total Value $1.76B $1.53B 14.8%
New Positions 59 79 -20
Increased Positions 146 126 +20
Closed Positions 50 31 +19
Reduced Positions 118 106 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IFRA

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

389 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Immaculate Wealth Management LLC 5.68% 12,568 $719K
2 Laurel Wealth Planning LLC 5.56% 184,424 $10.5M
3 TrustBank 4.48% 202,008 $11.6M
4 Wharton Business Group, LLC 3.72% 1,723,025 $98.6M
5 Haven Private, LLC 3.27% 131,316 $7.5M
6 Lane Brothers & Co Inc 2.85% 68,326 $3.9M
7 Paller Financial Services Inc 2.84% 59,946 $3.4M
8 Wellspring Financial Advisors, LLC 2.42% 563,997 $32.3M
9 Urban Wealth Management, LLC 2.10% 35,792 $2.0M
10 Hoge Financial Services, LLC 2.02% 65,877 $3.8M
11 BG Investment Services, LLC 1.91% 40,332 $2.3M
12 Consilium Wealth Advisory, LLC 1.63% 83,660 $4.8M
13 Forte Asset Management LLC 1.57% 62,477 $3.6M
14 Brio Consultants, LLC 1.43% 186,337 $11.7M
15 Silver Coast Investments LLC 1.14% 62,664 $3.6M
16 Arrien Investments, INC. 1.02% 32,873 $1.9M
17 Elm3 Financial Group, LLC 0.88% 18,182 $1.0M
18 Forthright Family Wealth Advisory LLC 0.85% 29,148 $1.3M
19 S&A Financial Services, Inc. 0.82% 20,743 $1.2M
20 Herbst Group, LLC 0.75% 21,260 $1.2M
21 Alpha Financial Partners LLC 0.74% 21,811 $1.2M
22 Wealthcare Capital Partners, LLC 0.70% 25,947 $1.5M
23 Sound Financial Strategies Group, LLC 0.69% 17,732 $1.0M
24 Client 1st Advisory Group, LLC 0.68% 39,284 $2.2M
25 Evolution Wealth Management INC. 0.65% 15,573 $891K
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 — 2 quarters in a row: For 2 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?

Slight buying edge — 56% buying: Last quarter: 209 funds bought or added vs 165 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 IFRA holders?

Elite ownership — 58% AUM from top-100 funds: 25 of 395 holders are among the 100 largest funds by AUM, controlling 58% 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?

46% of holders stayed for 2+ years: 182 out of 395 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.

Is it too late to buy Ishares Tr (IFRA) following the 2026 Q1 hedge fund 13F filings?

As of today, IFRA has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), IFRA has gained +8.5% vs +14.1% 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.

Full history →