Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IFRA)

350 + 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
↑ +41
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — IFRA

Based on 350 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 86% of 3.0Y peak

86% of all-time peak
350 funds currently hold this stock — 86% of the 3.0-year high of 408 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
58 fewer hedge funds hold IFRA compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 59% buying

190 buying130 selling
Last quarter: 190 funds bought or added vs 130 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.
📈

More new buyers each quarter (+36 vs last Q)

new funds entering per quarter
Funds opening a new IFRA position: 49 → 39 → 34 → 70. 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+) ■ 27% medium ■ 24% new
170 out of 350 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.
📈

Growing discovery — still being found

64 → 49 → 39 → 34 → 70 new funds/Q
New funds entering each quarter: 49 → 39 → 34 → 70. A growing number of institutions are discovering IFRA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 16% 1-2yr ■ 34% new
Of 350 current holders: 176 (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 — 57% AUM from top-100 funds

57% from top-100 AUM funds
20 of 350 holders are among the 100 largest funds by AUM, controlling 57% 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.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 3 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: IFRA
2026 Q1 Stats Unlock in 22 days 350 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 350 309 13.27%
13F Shares 29M 28M 3.92%
Total Value $1.51B $1.46B 3.74%
New Positions 70 34 +36
Increased Positions 120 107 +13
Closed Positions 29 38 -9
Reduced Positions 101 111 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IFRA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

350 + investors

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

Top 25 institutional holders of IFRA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Laurel Wealth Planning LLC 5.56% 184,424 $10.5M
2 Paller Financial Services Inc 2.84% 59,946 $3.4M
3 Urban Wealth Management, LLC 2.10% 35,792 $2.0M
4 HOGE FINANCIAL SERVICES, LLC 2.02% 65,877 $3.8M
5 Consilium Wealth Advisory, LLC 1.63% 83,660 $4.8M
6 FORTE ASSET MANAGEMENT LLC 1.57% 62,477 $3.6M
7 Silver Coast Investments LLC 1.14% 62,664 $3.6M
8 ARRIEN INVESTMENTS, INC. 1.02% 32,873 $1.9M
9 Elm3 Financial Group, LLC 0.88% 18,182 $1.0M
10 HERBST GROUP, LLC 0.75% 21,260 $1.2M
11 Wealthcare Capital Partners, LLC 0.70% 25,947 $1.5M
12 CLIENT 1ST ADVISORY GROUP, LLC 0.68% 39,284 $2.2M
13 EVOLUTION WEALTH MANAGEMENT INC. 0.65% 15,573 $891K
14 Comprehensive Money Management Services LLC 0.63% 16,780 $960K
15 WARNER FINANCIAL, INC 0.60% 30,383 $1.7M
16 Eagle Strategies LLC 0.53% 77,632 $4.4M
17 SILVERLAKE WEALTH MANAGEMENT LLC 0.44% 37,055 $2.1M
18 Riverbend Wealth Management, LLC 0.38% 11,528 $659K
19 TPG Advisors LLC 0.35% 9,918 $567K
20 PATTON ALBERTSON MILLER GROUP, LLC 0.35% 51,723 $3.0M
21 EJMK Ventures LLC 0.33% 10,177 $582K
22 Calder Financial LLC 0.30% 5,231 $302K
23 Sage Capital Management, LLC 0.30% 11,021 $630K
24 Asempa Wealth Advisors 0.30% 5,880 $339K
25 Lewis Asset Management, LLC 0.29% 12,389 $709K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 59% buying: Last quarter: 190 funds bought or added vs 130 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 — 57% AUM from top-100 funds: 20 of 350 holders are among the 100 largest funds by AUM, controlling 57% 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?

49% of holders stayed for 2+ years: 170 out of 350 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.