Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IHF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — IHF

Based on 195 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IHF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
195 hedge funds hold IHF 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟠

More sellers than buyers — 49% buying

74 buying78 selling
Last quarter: 78 funds reduced or exited vs 74 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 28 → 28 → 26 → 20. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 16% new
131 out of 195 hedge funds have held IHF 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.
💎

Buying through price weakness — shares +14%, value -2%

Value
-1%
Shares
+14%
Last quarter: funds added +14% more shares while total portfolio value only changed -2%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

15 → 28 → 28 → 26 → 20 new funds/Q
New funds entering each quarter: 28 → 28 → 26 → 20. IHF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 72% veterans vs 20% newcomers

■ 72% veterans ■ 8% 1-2yr ■ 20% new
Entry-cohort mix of 199 holders: 144 (72%) are 2+ year veterans, 16 entered 1–2 years ago, and 39 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
26 of 195 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IHF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — IHF

In 2026 Q1, 74 hedge funds were net buyers of IHF (20 opened a new position, 54 added to an existing one), while 78 reduced or exited (57 trimmed, 21 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 41% of total institutional value in IHF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 195.

Hedge Fund Ownership: IHF

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

Market Analysis: IHF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IHF

-- --

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

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

Signal Freshness measures how much IHF 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 · 76d ago
IHF
+27.8%
SPY
+14.1%

IHF outperformed SPY by +13.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
IHF
+5.0%
SPY
+0.3%

Since the filing became public, IHF outperformed SPY by +4.7% .

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.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: IHF
194 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 194 196 -1.02%
13F Shares 10M 8M 13.95%
Total Value $398M $404M -1.6%
New Positions 20 26 -6
Increased Positions 54 49 +5
Closed Positions 22 20 +2
Reduced Positions 55 64 -9
Total Calls 1 2 -50.0%
Total Puts 3 1 200.0%
PUT/CALL Ratio 3.0 0.5 Bearish

Statistics: IHF

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Financial Highlights

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Institutional Holders (2026 Q1)

194 + investors

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

QUARTER:
Top 25 IHF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Element Pointe Advisors, LLC 3.51% 444,622 $18.6M
2 Sather Financial Group Inc 2.62% 1,017,415 $42.6M
3 Sage Advisory Services, Ltd.Co. 2.40% 104,704 $4.4M
4 Martin & Co Inc /Tn/ 0.63% 88,778 $3.7M
5 Wisconsin Wealth Advisors, LLC 0.54% 13,086 $548K
6 Wharton Business Group, LLC 0.53% 335,810 $14.1M
7 Stonegate Management LLC 0.52% 16,000 $790K
8 Urban Wealth Management, LLC 0.44% 10,220 $428K
9 Northland Securities, INC. 0.42% 10,517 $440K
10 Phoenix Financial Ltd. 0.41% 1,025,353 $42.9M
11 Kingsview Wealth Management, LLC 0.21% 359,890 $15.1M
12 Garrison Point Advisors, LLC 0.17% 8,860 $371K
13 Dumont & Blake Investment Advisors LLC 0.16% 15,251 $638K
14 Purkiss Capital Advisors LLC 0.15% 8,093 $339K
15 Leuthold Group, LLC 0.14% 31,970 $1.3M
16 Trust Co of Toledo NA /Oh/ 0.09% 23,739 $993K
17 Sava Infond d.o.o. 0.08% 13,580 $568K
18 Iowa State Bank 0.08% 10,000 $418K
19 Tower Research Capital LLC (TRC) 0.07% 59,933 $2.5M
20 Kraft, Davis & Associates, LLC 0.06% 6,020 $289K
21 Hills Bank & Trust Co 0.06% 28,371 $1.2M
22 Financial Freedom, LLC 0.05% 2,539 $106K
23 Voya Financial Advisors, Inc. 0.04% 10,755 $441K
24 Mason & Associates Inc 0.04% 5,485 $225K
25 Weaver Capital Management LLC 0.04% 4,479 $187K
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 (IHF)

What does the Smart Money Trend signal show for IHF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IHF 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 IHF?

More sellers than buyers — 49% buying: Last quarter: 78 funds reduced or exited vs 74 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 IHF holders?

Elite ownership — 41% AUM from top-100 funds: 26 of 195 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IHF. 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 IHF?

67% of holders stayed for 2+ years: 131 out of 195 hedge funds have held IHF 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 (IHF) following the 2026 Q1 hedge fund 13F filings?

As of today, IHF has moved +5.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +4.7%. Since the quarter end (March 31, 2026), IHF has gained +27.8% vs +14.1% 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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