Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IJH)

3K + Investors. Track Smart Money conviction in IJH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
4Q ▲
Buyers last Q
52%

Smart Money Signals — IJH

Based on 2634 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IJH 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
2,634 hedge funds hold IJH 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 — +11% more funds vs a year ago

fund count last 6Q
+261 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

1262 buying1159 selling
Last quarter: 1,262 funds bought or added vs 1,159 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.
⚠️

Fewer new buyers each quarter (-119 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 157 → 145 → 295 → 176. 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.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new
1,809 out of 2,634 hedge funds have held IJH 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.
🚀

Acceleration phase — new buyers rushing in

151 → 157 → 145 → 295 → 176 new funds/Q
New funds entering each quarter: 157 → 145 → 295 → 176. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 13% 1-2yr ■ 18% new
Of 2,642 current holders: 1,828 (69%) 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 — 51% AUM from top-100 funds

51% from top-100 AUM funds
46 of 2634 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in IJH. 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 — IJH

In 2026 Q1, 1262 hedge funds were net buyers of IJH (176 opened a new position, 1086 added to an existing one), while 1159 reduced or exited (1019 trimmed, 140 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in IJH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +36 funds (more new holders than closures). Total institutional holders: 2634.

Hedge Fund Ownership: IJH

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

Market Analysis: IJH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IJH

-- --

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

Is It Too Late to Buy ISHARES TR (IJH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IJH 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 · 73d ago
IJH
+11.8%
SPY
+11.7%

IJH outperformed SPY by +0.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
IJH
+2.0%
SPY
-1.7%

Since the filing became public, IJH outperformed SPY by +3.7% .

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 ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

69 top-rated funds 181 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
6.4
/ 10
conviction
Hedge Fund Positioning: IJH
3K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2603 2598 0.19%
13F Shares 1.25B 1.11B 12.35%
Total Value $82.35B $73.44B 12.14%
New Positions 166 295 -129
Increased Positions 1074 1067 +7
Closed Positions 161 107 +54
Reduced Positions 1008 898 +110
Total Calls 5 6 -16.67%
Total Puts 4 4 -
PUT/CALL Ratio 0.8 0.67 Neutral

Statistics: IJH

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Institutional Holders (2026 Q1)

3K + investors

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

QUARTER:
Top 25 institutional holders of IJH — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Charter Capital Management, LLC\DE 30.54% 903,247 $61.0M
2 Holland Advisory Services, Inc. 23.95% 264,692 $17.9M
3 New England Professional Planning Group Inc. 18.92% 670,269 $45.3M
4 LTG Capital LLC 18.21% 352,979 $23.8M
5 MKD WEALTH COACHES, LLC 16.53% 248,765 $16.8M
6 Investments & Financial Planning, LLC 14.94% 406,262 $27.4M
7 TRUEFG, LLC 14.87% 830,771 $56.1M
8 Platt Investment Counsel, LLC 14.86% 285,814 $19.3M
9 INSTRUMENTAL WEALTH, LLC 14.02% 337,754 $22.8M
10 Altus Wealth Management, LLC 13.60% 452,944 $30.6M
11 Lee Financial Co 13.34% 1,399,885 $94.5M
12 Leonard Rickey Investment Advisors P.L.L.C. 13.23% 1,131,756 $76.4M
13 Urban Financial Advisory Corp 12.04% 504,197 $34.0M
14 Millburn Ridgefield LLC /DE/ 12.03% 8,281,613 $559.3M
15 SWF LLC 11.93% 2,026,021 $136.8M
16 Townsend Financial Planning, LLC 11.54% 176,630 $11.9M
17 PLANNING ALTERNATIVES LTD /ADV 11.33% 1,299,753 $87.8M
18 BANK OF STOCKTON 11.33% 542,553 $36.6M
19 Alaska Permanent Capital Management, LLC 11.20% 2,368,505 $159.8M
20 CBM Financial, LLC 11.20% 244,640 $17.9M
21 CJM Wealth Advisers, Ltd. 11.14% 541,370 $36.6M
22 WEST PACES ADVISORS INC. 11.00% 841,112 $56.8M
23 LGL PARTNERS, LLC 10.81% 388,779 $26.3M
24 PENINSULA ASSET MANAGEMENT INC 10.74% 311,370 $21.0M
25 Campion Asset Management 10.68% 233,105 $15.7M
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 (IJH)

What does the Smart Money Trend signal show for IJH?

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

Slight buying edge — 52% buying: Last quarter: 1,262 funds bought or added vs 1,159 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 IJH holders?

Elite ownership — 51% AUM from top-100 funds: 46 of 2634 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in IJH. 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 IJH?

69% of holders stayed for 2+ years: 1,809 out of 2,634 hedge funds have held IJH 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 (IJH) following the 2026 Q1 hedge fund 13F filings?

As of today, IJH has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of +3.7%. Since the quarter end (March 31, 2026), IJH has gained +11.8% vs +11.7% 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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