Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IHAK)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — IHAK

Based on 165 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 94% of 3.0Y peak

94% of all-time peak
165 funds currently hold this stock — 94% of the 3.0-year high of 176 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 (+4 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

67 buying89 selling
Last quarter: 89 funds reduced or exited vs 67 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 — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 26 → 25 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

50% conviction (2yr+) 30% medium 21% new
82 out of 165 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 — ~22 new funds/quarter

34 → 25 → 26 → 25 → 22 new funds/Q
New funds entering each quarter: 25 → 26 → 25 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 54% of holders stayed 2+ years

54% veterans 16% 1-2yr 30% new
Of 165 current holders: 89 (54%) 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 — 56% AUM from top-100 funds

56% from top-100 AUM funds
17 of 165 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 1 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: IHAK
2026 Q1 Stats Unlock in 20 days 165 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 165 176 -6.25%
13F Shares 6M 6M -7.83%
Total Value $281M $331M -15.28%
New Positions 22 25 -3
Increased Positions 45 51 -6
Closed Positions 33 23 +10
Reduced Positions 56 56 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IHAK

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

165 + investors

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

Top 25 institutional holders of IHAK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RAINIER FAMILY WEALTH INC 0.97% 33,222 $1.5M
2 DARA CAPITAL US, INC. 0.71% 17,115 $747K
3 Portland Financial Advisors Inc 0.55% 6,105 $266K
4 Centurion Wealth Management LLC 0.12% 11,792 $515K
5 Bulwark Capital Corp 0.11% 4,085 $178K
6 City State Bank 0.09% 7,849 $343K
7 Purus Wealth Management, LLC 0.08% 6,021 $263K
8 Intrua Financial, LLC 0.08% 18,405 $803K
9 WARNER FINANCIAL, INC 0.08% 5,255 $229K
10 Csenge Advisory Group 0.06% 28,257 $1.2M
11 TITLEIST ASSET MANAGEMENT, LLC 0.05% 16,639 $726K
12 NAPLES GLOBAL ADVISORS, LLC 0.05% 16,005 $699K
13 Capital Advisors, Ltd. LLC 0.04% 7,724
14 Penobscot Investment Management Company, Inc. 0.03% 9,006 $393K
15 SILVER OAK SECURITIES, INCORPORATED 0.03% 8,953 $391K
16 Krilogy Financial LLC 0.03% 17,864 $826K
17 Spire Wealth Management 0.02% 13,571 $592K
18 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% 8,012 $350K
19 Waldron Private Wealth LLC 0.02% 10,245 $447K
20 Wealthcare Advisory Partners LLC 0.02% 19,575 $854K
21 LRI Investments, LLC 0.02% 3,900 $170K
22 Raleigh Capital Management Inc. 0.01% 873 $38K
23 Activest Wealth Management 0.01% 1,307 $57K
24 PFG Investments, LLC 0.01% 4,860 $212K
25 Sowell Financial Services LLC 0.01% 4,859 $212K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 43% buying: Last quarter: 89 funds reduced or exited vs 67 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 — 56% AUM from top-100 funds: 17 of 165 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?

50% of holders stayed for 2+ years: 82 out of 165 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.

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.