Ishares Tr (IHAK) Hedge Fund Ownership (Q2 2026)

Ishares Tr (IHAK)

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

Smart Money Signals — IHAK

Based on 181 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added IHAK 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 (98% of max)

98% of all-time peak

181 hedge funds hold IHAK 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding IHAK is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 56% buying

88 buying68 selling

Last quarter: 88 funds bought or added vs 68 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 (+11 vs last Q)

new funds entering per quarter

Funds opening a new IHAK position: 27 → 25 → 23 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 26% medium ■ 23% new

92 out of 181 hedge funds have held IHAK 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.

💰

Price up while funds trimmed (+35% value, -3% shares)

Value

+35%

-2%

Last quarter: total value of institutional IHAK holdings rose +35% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

➡️

Steady discovery — ~34 new funds/quarter

29 → 27 → 25 → 23 → 34 new funds/Q

New funds entering each quarter: 27 → 25 → 23 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 55% veterans vs 29% newcomers

■ 55% veterans ■ 15% 1-2yr ■ 29% new

Entry-cohort mix of 181 holders: 100 (55%) are 2+ year veterans, 28 entered 1–2 years ago, and 53 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds

23 of 180 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IHAK. 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	178	167	6.59%
13F Shares	6M	6M	-2.82%
Total Value	$331M	$245M	35.31%
New Positions	34	23	+11
Increased Positions	53	39	+14
Closed Positions	22	31	-9
Reduced Positions	48	56	-8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

178

167

6.59%

13F Shares

-2.82%

Total Value

$331M

$245M

35.31%

New Positions

+11

Increased Positions

+14

Closed Positions

-9

Reduced Positions

-8

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

178 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IHAK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Crosspoint Financial, LLC	6.49%	46,680	$2.8M
2	Solutions 4 Wealth, Ltd	1.70%	21,712	$1.3M
3	Stenham Asset Management Ltd	1.42%	32,723	$2.0M
4	Kassira Wealth Management LLC	1.28%	26,368	$1.6M
5	Rainier Family Wealth Inc	1.22%	35,395	$2.1M
6	POM Investment Strategies, LLC	1.03%	14,986	$910K
7	Mark Sheptoff Financial Planning, LLC	1.02%	31,692	$1.9M
8	1 North Wealth Services LLC	0.97%	48,935	$3.0M
9	Dara Capital US, INC.	0.72%	17,115	$1.0M
10	Nelson Capital Management, LLC	0.63%	93,976	$5.7M
11	Wharton Business Group, LLC	0.59%	288,965	$17.5M
12	Annex Advisory Services, LLC	0.49%	476,282	$28.9M
13	Portland Financial Advisors Inc	0.48%	4,333	$263K
14	Pacific Sun Financial Corp	0.35%	14,140	$858K
15	J. Mark Nickell & Co.	0.24%	4,971	$302K
16	Opus Financial Solutions LLC	0.20%	4,156	$252K
17	Virginia Wealth Management Group, INC.	0.19%	6,365	$386K
18	10Elms LLP	0.19%	7,207	$438K
19	Warner Financial, Inc	0.18%	9,850	$598K
20	Kingdom Financial Group LLC.	0.15%	9,785	$594K
21	Centurion Wealth Management LLC	0.15%	10,327	$627K
22	Aprio Wealth Management, LLC	0.14%	47,456	$2.9M
23	Crescent Grove Advisors, LLC	0.14%	28,030	$1.7M
24	Bulwark Capital Corp	0.14%	4,085	$248K
25	Ellis Investment Partners, LLC	0.14%	15,160	$920K

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 (IHAK)

What does the Smart Money Trend signal show for IHAK?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IHAK 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 IHAK?

Slight buying edge — 56% buying: Last quarter: 88 funds bought or added vs 68 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 IHAK holders?

Elite ownership — 56% AUM from top-100 funds: 23 of 180 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IHAK. 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 IHAK?

51% of holders stayed for 2+ years: 92 out of 181 hedge funds have held IHAK 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.

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Ishares Tr (IHAK)

Smart Money Signals — IHAK

Buying streak — 1 quarter in a row

At the ownership peak (98% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 56% buying

More new buyers each quarter (+11 vs last Q)

51% of holders stayed for 2+ years

Price up while funds trimmed (+35% value, -3% shares)

Steady discovery — ~34 new funds/quarter

Veteran-anchored — 55% veterans vs 29% newcomers

Elite ownership — 56% AUM from top-100 funds

Institutional Sentiment Summary — IHAK

Hedge Fund Ownership: IHAK

Market Analysis: IHAK

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IHAK

Hedge Fund Positioning: IHAK

Statistics: IHAK

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IHAK)

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