Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IHE)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — IHE

Based on 211 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IHE 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 (100% of max)

100% of all-time peak
211 hedge funds hold IHE 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.
🚀

Fast accumulation — +52% more funds vs a year ago

fund count last 6Q
+72 new funds entered over the past year (+52% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

98 buying78 selling
Last quarter: 98 funds bought or added vs 78 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new IHE position: 19 → 44 → 37 → 43. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 19% medium ■ 30% new
106 out of 211 hedge funds have held IHE 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

14 → 19 → 44 → 37 → 43 new funds/Q
New funds entering each quarter: 19 → 44 → 37 → 43. A growing number of institutions are discovering IHE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 54% veterans vs 33% newcomers

■ 54% veterans ■ 13% 1-2yr ■ 33% new
Entry-cohort mix of 212 holders: 115 (54%) are 2+ year veterans, 27 entered 1–2 years ago, and 70 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 81% AUM from top-100 funds

81% from top-100 AUM funds
27 of 210 holders are among the 100 largest funds by AUM, controlling 81% of total institutional value in IHE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — IHE

In 2026 Q2, 98 hedge funds were net buyers of IHE (43 opened a new position, 55 added to an existing one), while 78 reduced or exited (52 trimmed, 26 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 81% of total institutional value in IHE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 211.

Hedge Fund Ownership: IHE

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

Market Analysis: IHE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IHE

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: IHE
209 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 209 194 7.73%
13F Shares 7M 7M 2.11%
Total Value $726M $621M 16.86%
New Positions 43 37 +6
Increased Positions 55 62 -7
Closed Positions 27 20 +7
Reduced Positions 51 38 +13
Total Calls 2 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IHE

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 Q2)

209 + investors

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

QUARTER:
Top 25 IHE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wagner Wealth Management, Corp 1.67% 20,933 $2.1M
2 Concord Investment Counsel Inc. 1.34% 49,456 $4.9M
3 Monument Capital Management 1.21% 60,787 $6.0M
4 Insight Wealth Strategies, LLC 1.18% 122,642 $12.1M
5 FFG Partners, LLC 1.00% 35,599 $3.5M
6 Schuylkill Financial LLC 0.92% 10,018 $992K
7 Massachusetts Wealth Management 0.55% 14,625 $1.4M
8 Lee Johnson Capital Management, LLC 0.55% 17,707 $1.8M
9 Brendel Financial Advisors LLC 0.55% 11,958 $1.2M
10 Accurate Wealth Management, LLC 0.46% 47,786 $4.8M
11 American Institute for Advanced Investment Management, LLP 0.31% 5,457 $540K
12 Arkansas Financial Group, INC. 0.30% 23,489 $2.3M
13 Lynx Investment Advisory 0.24% 7,322 $725K
14 Cahill Financial Advisors Inc 0.19% 20,360 $2.0M
15 Asset Management Group, Inc. 0.19% 12,997 $1.3M
16 Strategy Asset Managers LLC 0.18% 12,221 $1.2M
17 Aft, Forsyth & Company, INC. 0.16% 3,454 $342K
18 Ellerson Group Inc /Adv 0.15% 2,619 $259K
19 Runnymede Capital Advisors, Inc. 0.14% 2,310 $229K
20 SeaBridge Investment Advisors LLC 0.13% 9,341 $925K
21 Patten & Patten Inc/Tn 0.13% 24,815 $2.5M
22 V2 Financial group LLC 0.12% 3,300 $327K
23 Institute for Wealth Management, LLC. 0.10% 11,310 $1.1M
24 Bruce G. Allen Investments, LLC 0.09% 1,429 $141K
25 Capital Advisor Network LLC 0.09% 713 $71K
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 (IHE)

What does the Smart Money Trend signal show for IHE?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IHE 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 IHE?

Slight buying edge — 56% buying: Last quarter: 98 funds bought or added vs 78 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 IHE holders?

Elite ownership — 81% AUM from top-100 funds: 27 of 210 holders are among the 100 largest funds by AUM, controlling 81% of total institutional value in IHE. 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 IHE?

50% of holders stayed for 2+ years: 106 out of 211 hedge funds have held IHE 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.

Full history →