Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IHAK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
2Q ▼
Buyers last Q
42%

Smart Money Signals — IHAK

Based on 167 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their IHAK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
167 funds currently hold this stock — 91% of the 3.0-year high of 184 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

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 (-2 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 42% buying

62 buying86 selling
Last quarter: 86 funds reduced or exited vs 62 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 27 → 25 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new
92 out of 167 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.
➡️

Steady discovery — ~23 new funds/quarter

26 → 28 → 27 → 25 → 23 new funds/Q
New funds entering each quarter: 28 → 27 → 25 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 17% 1-2yr ■ 27% new
Of 167 current holders: 93 (56%) 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 — 65% AUM from top-100 funds

65% from top-100 AUM funds
21 of 167 holders are among the 100 largest funds by AUM, controlling 65% 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.

Institutional Sentiment Summary — IHAK

In 2026 Q1, 62 hedge funds were net buyers of IHAK (23 opened a new position, 39 added to an existing one), while 86 reduced or exited (56 trimmed, 30 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 65% of total institutional value in IHAK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 167.

Hedge Fund Ownership: IHAK

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

Market Analysis: IHAK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IHAK

-- --

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

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

Signal Freshness measures how much IHAK 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 · 78d ago
IHAK
+29.0%
SPY
+15.9%

IHAK outperformed SPY by +13.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
IHAK
+8.0%
SPY
+2.0%

Since the filing became public, IHAK outperformed SPY by +6.0% .

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.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: IHAK
166 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 166 174 -4.6%
13F Shares 6M 6M -3.75%
Total Value $245M $285M -14.06%
New Positions 23 25 -2
Increased Positions 39 46 -7
Closed Positions 31 35 -4
Reduced Positions 56 57 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IHAK

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Institutional Holders (2026 Q1)

166 + 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:
Top 25 IHAK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crosspoint Financial, LLC 5.52% 50,359 $2.2M
2 Solutions 4 Wealth, Ltd 1.43% 21,709 $948K
3 Kassira Wealth Management LLC 1.04% 25,954 $1.1M
4 Rainier Family Wealth Inc 0.97% 33,222 $1.5M
5 Mark Sheptoff Financial Planning, LLC 0.82% 31,392 $1.6M
6 Dara Capital US, INC. 0.71% 17,115 $747K
7 Petra Financial Advisors Inc 0.70% 26,072 $1.1M
8 1 North Wealth Services LLC 0.70% 44,178 $1.9M
9 Portland Financial Advisors Inc 0.55% 6,105 $266K
10 Wharton Business Group, LLC 0.52% 317,825 $13.9M
11 Nelson Capital Management, LLC 0.50% 93,899 $4.1M
12 Stenham Asset Management Ltd 0.50% 23,559 $1.0M
13 POM Investment Strategies, LLC 0.40% 7,389 $323K
14 Pacific Sun Financial Corp 0.29% 13,713 $599K
15 J. Mark Nickell & Co. 0.22% 4,822 $210K
16 10Elms LLP 0.16% 5,976 $261K
17 Aprio Wealth Management, LLC 0.13% 52,648 $2.3M
18 Crescent Grove Advisors, LLC 0.12% 28,336 $1.2M
19 Centurion Wealth Management LLC 0.12% 11,792 $515K
20 Ellis Investment Partners, LLC 0.11% 15,129 $660K
21 Bulwark Capital Corp 0.11% 4,085 $178K
22 Retirement Capital Strategies 0.10% 6,015 $263K
23 City State Bank 0.09% 7,849 $343K
24 Purus Wealth Management, LLC 0.08% 6,021 $263K
25 Intrua Financial, LLC 0.08% 18,405 $803K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their IHAK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IHAK?

More sellers than buyers — 42% buying: Last quarter: 86 funds reduced or exited vs 62 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IHAK holders?

Elite ownership — 65% AUM from top-100 funds: 21 of 167 holders are among the 100 largest funds by AUM, controlling 65% 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?

55% of holders stayed for 2+ years: 92 out of 167 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.

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

As of today, IHAK has moved +8.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +6.0%. Since the quarter end (March 31, 2026), IHAK has gained +29.0% vs +15.9% 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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