Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IHI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — IHI

Based on 509 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IHI 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 (96% of max)

96% of all-time peak
509 hedge funds hold IHI 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 IHI is almost the same as a year ago (-14 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

202 buying221 selling
Last quarter: 221 funds reduced or exited vs 202 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.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new IHI position: 45 → 43 → 41 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 17% medium ■ 12% new
359 out of 509 hedge funds have held IHI 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

63 → 45 → 43 → 41 → 65 new funds/Q
New funds entering each quarter: 45 → 43 → 41 → 65. A growing number of institutions are discovering IHI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 12% 1-2yr ■ 16% new
Of 517 current holders: 369 (71%) 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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
20 of 509 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IHI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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: IHI

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

Market Analysis: IHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IHI

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

44 top-rated funds 2 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: IHI
2026 Q1 Stats Unlock in 20 days 517 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 517 490 5.51%
13F Shares 27M 28M -0.96%
Total Value $1.73B $1.65B 4.88%
New Positions 65 41 +24
Increased Positions 150 119 +31
Closed Positions 40 62 -22
Reduced Positions 187 221 -34
Total Calls 6 5 20.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 0.67 0.6 Bullish

Statistics: IHI

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Valuation Measures Data as of: --

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Enterprise Value --
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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) --
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Institutional Holders (2026 Q1)

517 + investors

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

Top 25 institutional holders of IHI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 REDSTONE WEALTH MANAGEMENT, LLC 5.99% 141,001 $7.5M
2 CUMBERLAND ADVISORS INC 2.72% 130,230 $6.9M
3 Titiun Yejiel 1.72% 23,063 $1.4M
4 ARKANSAS FINANCIAL GROUP, INC. 1.61% 211,861 $11.5M
5 High Point Wealth Management, LLC 1.51% 29,278 $1.6M
6 VALICENTI ADVISORY SERVICES INC 1.10% 94,555 $5K
7 Wisconsin Wealth Advisors, LLC 0.84% 16,040 $856K
8 Certified Advisory Corp 0.63% 131,669 $7.0M
9 TPG Advisors LLC 0.61% 18,229 $972K
10 ALTFEST L J & CO INC 0.58% 102,280 $5.5M
11 NORTHSTAR ASSET MANAGEMENT Co 0.58% 48,460 $2.6M
12 PARAGON FINANCIAL PARTNERS, INC. 0.52% 16,911 $919K
13 Breachway Investments LLC 0.45% 8,716 $466K
14 MEANS INVESTMENT CO., INC. 0.41% 88,900 $4.7M
15 WealthSpring Partners, LLC 0.39% 8,039 $429K
16 Apollon Financial, LLC 0.32% 43,925 $2.3M
17 Ayalon Insurance Comp Ltd. 0.31% 28,799 $2K
18 Eaton Financial Holdings Company, LLC 0.31% 17,945 $957K
19 Armor Investment Advisors, LLC 0.30% 15,750 $840K
20 MERIDIAN INVESTMENT COUNSEL INC. 0.29% 22,907 $1.2M
21 B. Riley Wealth Advisors, Inc. 0.24% 72,178 $3.8M
22 TCP Asset Management, LLC 0.24% 34,295 $1.8M
23 Sage Capital Management, LLC 0.23% 9,364 $500K
24 AAFMAA Wealth Management & Trust LLC 0.23% 11,024 $588K
25 Finivi Inc. 0.23% 7,737 $413K
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 (IHI)

What does the Smart Money Trend signal show for IHI?

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

More sellers than buyers — 48% buying: Last quarter: 221 funds reduced or exited vs 202 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 IHI holders?

Elite ownership — 41% AUM from top-100 funds: 20 of 509 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IHI. 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 IHI?

71% of holders stayed for 2+ years: 359 out of 509 hedge funds have held IHI 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.