ISHARES TR (IJJ): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (IJJ)

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

Smart Money Signals — IJJ

Based on 764 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 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

764 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding IJJ is almost the same as a year ago (+24 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 49% buying

303 buying317 selling

Last quarter: 317 funds reduced or exited vs 303 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 (+29 vs last Q)

new funds entering per quarter

Funds opening a new IJJ position: 64 → 51 → 55 → 84. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 19% medium ■ 12% new

531 out of 764 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

87 → 64 → 51 → 55 → 84 new funds/Q

New funds entering each quarter: 64 → 51 → 55 → 84. A growing number of institutions are discovering IJJ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 20% new

Of 764 current holders: 520 (68%) 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 — 55% AUM from top-100 funds

55% from top-100 AUM funds

24 of 764 holders are among the 100 largest funds by AUM, controlling 55% 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.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	764	736	3.8%
13F Shares	45M	42M	7.1%
Total Value	$5.84B	$5.49B	6.43%
New Positions	84	55	+29
Increased Positions	219	201	+18
Closed Positions	56	58	-2
Reduced Positions	262	248	+14
Total Calls	1	1	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

764

736

3.8%

13F Shares

45M

42M

7.1%

Total Value

$5.84B

$5.49B

6.43%

New Positions

+29

Increased Positions

219

201

+18

Closed Positions

-2

Reduced Positions

262

248

+14

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q1)

764 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of IJJ — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sterling Financial Planning, Inc.	6.05%	153,885	$20.4M
2	Foundation Wealth Management, LLC	4.78%	53,429	$7.1M
3	PW Nova Financial Services LLC	4.12%	81,826	$10.9M
4	Broadview Financial Management, LLC	4.02%	44,403	$5.9M
5	Corundum Trust Company, INC	3.98%	13,166	$1.7M
6	Balance Wealth, LLC	3.36%	81,687	$10.8M
7	InvesTrust	3.32%	59,633	$7.9M
8	First Citizens Financial Corp	3.16%	50,443	$6.7M
9	Brightwater Advisory LLC	2.83%	32,261	$4.3M
10	Evensky & Katz LLC	2.53%	335,183	$44K
11	Astra Wealth Partners LLC	2.49%	31,544	$4.2M
12	Cooke Wealth Management, LLC	2.48%	21,159	$2.8M
13	OFS Enterprise LLC	2.39%	61,348	$8.1M
14	BKM Wealth Management, LLC	2.02%	41,745	$5.5M
15	Trail Ridge Investment Advisors, LLC	1.86%	32,365	$4.3M
16	Willis Johnson & Associates, Inc.	1.81%	234,440	$31.1M
17	Wealth Care LLC	1.68%	14,264	$1.9M
18	DDFG, Inc	1.67%	58,500	$7.8M
19	Capital Advisors, Ltd. LLC	1.67%	110,627	$15K
20	COURIER CAPITAL LLC	1.66%	224,220	$29.7M
21	Hudson Capital Management LLC	1.63%	47,676	$6.3M
22	C2C Wealth Management, LLC	1.57%	13,974	$1.9M
23	LMG Wealth Partners, LLC	1.52%	62,779	$8.3M
24	MFA WEALTH ADVISORS, LLC	1.48%	56,771	$7.5M
25	ANB BANK	1.40%	26,034	$3.4M

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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 49% buying: Last quarter: 317 funds reduced or exited vs 303 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 — 55% AUM from top-100 funds: 24 of 764 holders are among the 100 largest funds by AUM, controlling 55% 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?

70% of holders stayed for 2+ years: 531 out of 764 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.

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ISHARES TR (IJJ)

Smart Money Signals — IJJ

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

More sellers than buyers — 49% buying

More new buyers each quarter (+29 vs last Q)

70% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 68% of holders stayed 2+ years

Elite ownership — 55% AUM from top-100 funds

Hedge Fund Ownership: IJJ

Market Analysis: IJJ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IJJ

Hedge Fund Positioning: IJJ

Statistics: IJJ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (IJJ)

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