Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IHI)

502 + 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
↓ -43
Streak
1Q ▼
Buyers last Q
38%

Smart Money Signals — IHI

Based on 505 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 IHI 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 — 91% of 3.0Y peak

91% of all-time peak
505 funds currently hold this stock — 91% of the 3.0-year high of 553 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
38 fewer hedge funds hold IHI compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 38% buying

181 buying296 selling
Last quarter: 296 funds sold vs only 181 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 52 → 43 → 74 → 54. 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+) ■ 18% medium ■ 15% new
340 out of 505 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.
💎

Buying through price weakness — shares +0%, value -17%

Value
-16%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

49 → 52 → 43 → 74 → 54 new funds/Q
New funds entering each quarter: 52 → 43 → 74 → 54. A growing number of institutions are discovering IHI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 17% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 17% new
Entry-cohort mix of 511 holders: 359 (70%) are 2+ year veterans, 63 entered 1–2 years ago, and 89 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
26 of 500 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 181 hedge funds were net buyers of IHI (54 opened a new position, 127 added to an existing one), while 296 reduced or exited (199 trimmed, 97 sold completely) — a 38% buyer ratio, indicating net institutional distribution. 54% of total institutional value in IHI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -43 funds (more exits than new entries). Total institutional holders: 505.

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

-- --

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

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

Signal Freshness measures how much IHI 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 · 75d ago
IHI
-6.9%
SPY
+14.1%

IHI outperformed SPY by -21.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
IHI
+2.5%
SPY
+0.3%

Since the filing became public, IHI outperformed SPY by +2.2% .

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.

23 top-rated funds 2 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: IHI
502 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 502 548 -8.39%
13F Shares 28M 28M 0.32%
Total Value $1.45B $1.74B -16.89%
New Positions 52 74 -22
Increased Positions 125 146 -21
Closed Positions 98 42 +56
Reduced Positions 198 190 +8
Total Calls 5 6 -16.67%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 0.6 0.67 Bullish

Statistics: IHI

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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 Q1)

502 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Redstone Wealth Management, LLC 5.99% 141,001 $7.5M
2 Sava Penzisko Drushtvo A.D. Skopje 2.97% 182,281 $9.7M
3 Cumberland Advisors Inc 2.72% 130,230 $6.9M
4 Somerset Group LLC 2.18% 54,101 $2.9M
5 Titiun Yejiel 1.72% 23,063 $1.4M
6 Arkansas Financial Group, INC. 1.61% 211,861 $11.5M
7 High Point Wealth Management, LLC 1.51% 29,278 $1.6M
8 Safeguard Investment Advisory Group, LLC 1.49% 101,117 $5.4M
9 Dale Q Rice Investment Management Ltd 1.10% 27,324 $1.5M
10 Evergreen Wealth Partners LLC 1.10% 26,914 $1.4M
11 Hamilton Wealth, LLC 1.00% 263,760 $14.1M
12 Orleans Capital Management Corp/la 0.97% 26,900 $1.4M
13 LM Advisors LLC 0.92% 3,091 $58K
14 S&A Financial Services, Inc. 0.88% 24,106 $1.3M
15 Wisconsin Wealth Advisors, LLC 0.84% 16,040 $856K
16 Anfield Capital Management, LLC 0.80% 54,231 $2.9M
17 Variant Private Wealth, LLC 0.79% 12,213 $652K
18 Garrison Point Advisors, LLC 0.79% 32,388 $1.7M
19 Concord Investment Counsel Inc. 0.76% 42,437 $2.3M
20 Madden Advisory Services, Inc. 0.74% 34,982 $1.9M
21 Guilbault Capital LLC 0.71% 12,207 $651K
22 Certified Advisory Corp 0.63% 131,669 $7.0M
23 FinDec Wealth Services, Inc. 0.61% 9,312 $497K
24 TPG Advisors LLC 0.61% 18,229 $972K
25 Pacific Sun Financial Corp 0.59% 22,901 $1.2M
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?

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

Heavy selling pressure — only 38% buying: Last quarter: 296 funds sold vs only 181 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for IHI holders?

Elite ownership — 54% AUM from top-100 funds: 26 of 500 holders are among the 100 largest funds by AUM, controlling 54% 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?

67% of holders stayed for 2+ years: 340 out of 505 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.

Is it too late to buy Ishares Tr (IHI) following the 2026 Q1 hedge fund 13F filings?

As of today, IHI has moved +2.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +2.2%. Since the quarter end (March 31, 2026), IHI has gained -6.9% 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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