Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IHI)

498 + 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
↑ +9
Streak
1Q ▲
Buyers last Q
44%

Smart Money Signals — IHI

Based on 514 hedge funds · latest filing: 2026 Q2 · 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
514 funds currently hold this stock — 92% of the 3.0-year high of 556 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
26 fewer hedge funds hold IHI compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

208 buying270 selling
Last quarter: 270 funds reduced or exited vs 208 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 (+37 vs last Q)

new funds entering per quarter
Funds opening a new IHI position: 43 → 75 → 54 → 91. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 15% medium ■ 17% new
353 out of 514 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

54 → 43 → 75 → 54 → 91 new funds/Q
New funds entering each quarter: 43 → 75 → 54 → 91. A growing number of institutions are discovering IHI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 19% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 19% new
Entry-cohort mix of 526 holders: 372 (71%) are 2+ year veterans, 56 entered 1–2 years ago, and 98 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
33 of 501 holders are among the 100 largest funds by AUM, controlling 56% 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.
3.3
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 — IHI

In 2026 Q2, 208 hedge funds were net buyers of IHI (91 opened a new position, 117 added to an existing one), while 270 reduced or exited (188 trimmed, 82 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 56% of total institutional value in IHI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 514.

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

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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.

13 top-rated funds 5 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: IHI
498 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 498 505 -1.39%
13F Shares 48M 28M 71.25%
Total Value $2.27B $1.45B 56.58%
New Positions 89 54 +35
Increased Positions 116 125 -9
Closed Positions 83 99 -16
Reduced Positions 186 198 -12
Total Calls 13 5 160.0%
Total Puts 9 3 200.0%
PUT/CALL Ratio 0.69 0.6 Bullish

Statistics: IHI

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Institutional Holders (2026 Q2)

498 + investors

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

QUARTER:
Top 25 IHI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Redstone Wealth Management, LLC 7.52% 233,348 $11.5M
2 Cannon Advisors, Inc. 3.42% 114,080 $5.6M
3 Elliott Investment Management L.P. 2.72% 12,500,000 $617.6M
4 Sava Penzisko Drushtvo A.D. Skopje 2.44% 198,379 $9.1M
5 Cauble & Harre Wealth Management, Inc. 2.33% 58,768 $2.9M
6 Cumberland Advisors Inc 2.29% 131,470 $6.5M
7 Lynx Capital Group Ltd /Adv 2.20% 55,994 $3.0M
8 Hamilton Wealth, LLC 2.09% 231,147 $11.4M
9 Somerset Group LLC 1.88% 52,231 $2.7M
10 Arkansas Financial Group, INC. 1.29% 200,285 $9.9M
11 Safeguard Investment Advisory Group, LLC 1.10% 96,571 $4.8M
12 OPTIMAS CAPITAL Ltd 1.01% 19,900 $983K
13 Titiun Yejiel 0.99% 23,063 $1.1M
14 High Point Wealth Management, LLC 0.94% 23,190 $1.1M
15 Altfest L J & Co Inc 0.75% 157,345 $7.8M
16 Variant Private Wealth, LLC 0.67% 12,123 $599K
17 Wisconsin Wealth Advisors, LLC 0.66% 15,656 $774K
18 Dale Q Rice Investment Management Ltd 0.66% 24,502 $1.2M
19 Garrison Point Advisors, LLC 0.60% 30,091 $1.5M
20 Madden Advisory Services, Inc. 0.59% 33,420 $1.7M
21 Orleans Capital Management Corp/la 0.59% 23,055 $1.1M
22 Annex Advisory Services, LLC 0.57% 680,069 $33.6M
23 Concord Investment Counsel Inc. 0.57% 42,288 $2.1M
24 FinDec Wealth Services, Inc. 0.53% 9,109 $450K
25 Evergreen Wealth Partners LLC 0.53% 17,764 $878K
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 — 44% buying: Last quarter: 270 funds reduced or exited vs 208 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 — 56% AUM from top-100 funds: 33 of 501 holders are among the 100 largest funds by AUM, controlling 56% 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?

69% of holders stayed for 2+ years: 353 out of 514 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.

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