Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IJJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +37
Streak
3Q ▲
Buyers last Q
46%

Smart Money Signals — IJJ

Based on 875 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IJJ 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
875 hedge funds hold IJJ 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 — +9% more funds vs a year ago

fund count last 6Q
+75 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

300 buying359 selling
Last quarter: 359 funds reduced or exited vs 300 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new IJJ position: 61 → 87 → 77 → 87. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
592 out of 875 hedge funds have held IJJ 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

65 → 61 → 87 → 77 → 87 new funds/Q
New funds entering each quarter: 61 → 87 → 77 → 87. A growing number of institutions are discovering IJJ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 17% newcomers

■ 69% veterans ■ 14% 1-2yr ■ 17% new
Entry-cohort mix of 876 holders: 603 (69%) are 2+ year veterans, 120 entered 1–2 years ago, and 153 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
30 of 874 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in IJJ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — IJJ

In 2026 Q2, 300 hedge funds were net buyers of IJJ (87 opened a new position, 213 added to an existing one), while 359 reduced or exited (309 trimmed, 50 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in IJJ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +37 funds (more new holders than closures). Total institutional holders: 875.

Hedge Fund Ownership: IJJ

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

Market Analysis: IJJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IJJ

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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.

21 top-rated funds 10 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IJJ
868 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 868 838 3.58%
13F Shares 43M 43M -0.41%
Total Value $6.19B $5.58B 10.98%
New Positions 86 77 +9
Increased Positions 211 213 -2
Closed Positions 55 66 -11
Reduced Positions 307 286 +21
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IJJ

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Institutional Holders (2026 Q2)

868 + investors

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

QUARTER:
Top 25 IJJ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sterling Financial Planning, Inc. 6.29% 156,530 $23.1M
2 Corundum Trust Company, INC 5.19% 13,166 $1.9M
3 Foundation Wealth Management, LLC 4.97% 56,830 $8.4M
4 Teachers Insurance & Annuity Association of America 4.63% 28,428 $4.2M
5 Omega Financial Group, LLC 4.18% 92,908 $13.7M
6 Broadview Financial Management, LLC 4.00% 44,290 $6.5M
7 Causey Wealth LLC 3.34% 57,928 $8.6M
8 InvesTrust 3.24% 57,033 $8.4M
9 First Citizens Financial Corp 3.09% 50,093 $7.4M
10 Brightwater Advisory LLC 3.01% 32,195 $4.8M
11 Balance Wealth Partners LLC 2.86% 72,677 $10.7M
12 LTG Capital LLC 2.76% 27,894 $4.1M
13 PW Nova Financial Services LLC 2.72% 85,851 $12.7M
14 Independence Financial Advisors, LLC 2.54% 66,323 $9.8M
15 Cooke Wealth Management, LLC 2.53% 20,918 $3.1M
16 Neumann Capital Management, LLC 2.52% 25,748 $3.8M
17 Astra Wealth Partners LLC 2.51% 31,895 $4.7M
18 OFS Enterprise LLC 2.35% 62,340 $9.2M
19 Campion Asset Management 2.22% 24,617 $3.6M
20 BKM Wealth Management, LLC 2.06% 39,374 $5.8M
21 Midland Wealth Advisors, LLC 1.93% 278,506 $41.1M
22 Asset Management Group, Inc. 1.92% 88,947 $13.1M
23 Willis Johnson & Associates, Inc. 1.91% 232,221 $34.3M
24 Ellis Investment Partners, LLC 1.89% 84,376 $12.5M
25 Idaho Trust Co 1.84% 42,573 $6.3M
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 (IJJ)

What does the Smart Money Trend signal show for IJJ?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IJJ 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 IJJ?

More sellers than buyers — 46% buying: Last quarter: 359 funds reduced or exited vs 300 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 IJJ holders?

Elite ownership — 59% AUM from top-100 funds: 30 of 874 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in IJJ. 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 IJJ?

68% of holders stayed for 2+ years: 592 out of 875 hedge funds have held IJJ 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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