Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IJJ)

827 + 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
↑ +12
Streak
2Q ▲
Buyers last Q
45%

Smart Money Signals — IJJ

Based on 837 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
837 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 — +4% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

290 buying350 selling
Last quarter: 350 funds reduced or exited vs 290 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.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 64 → 61 → 87 → 77. 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+) ■ 19% medium ■ 13% new
562 out of 837 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 → 64 → 61 → 87 → 77 new funds/Q
New funds entering each quarter: 64 → 61 → 87 → 77. A growing number of institutions are discovering IJJ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 18% newcomers

■ 68% veterans ■ 14% 1-2yr ■ 18% new
Entry-cohort mix of 837 holders: 566 (68%) are 2+ year veterans, 120 entered 1–2 years ago, and 151 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
28 of 836 holders are among the 100 largest funds by AUM, controlling 58% 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 Q1, 290 hedge funds were net buyers of IJJ (77 opened a new position, 213 added to an existing one), while 350 reduced or exited (285 trimmed, 65 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 58% of total institutional value in IJJ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 837.

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

-- --

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

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

Signal Freshness measures how much IJJ 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 · 82d ago
IJJ
+9.3%
SPY
+15.1%

IJJ outperformed SPY by -5.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
IJJ
+5.4%
SPY
+1.3%

Since the filing became public, IJJ outperformed SPY by +4.1% .

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.

30 top-rated funds 12 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: IJJ
827 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 827 825 0.24%
13F Shares 43M 46M -6.73%
Total Value $5.55B $5.92B -6.27%
New Positions 75 87 -12
Increased Positions 211 226 -15
Closed Positions 73 58 +15
Reduced Positions 280 284 -4
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IJJ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

827 + 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 Q1 · 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 Teachers Insurance & Annuity Association of America 4.57% 27,492 $3.6M
4 Causey Wealth LLC 4.25% 66,140 $8.7M
5 PW Nova Financial Services LLC 4.12% 81,826 $10.9M
6 Broadview Financial Management, LLC 4.02% 44,403 $5.9M
7 Corundum Trust Company, INC 3.98% 13,166 $1.7M
8 Omega Financial Group, LLC 3.93% 91,176 $12.1M
9 Balance Wealth, LLC 3.36% 81,687 $10.8M
10 InvesTrust 3.32% 59,633 $7.9M
11 First Citizens Financial Corp 3.16% 50,443 $6.7M
12 LTG Capital LLC 2.85% 28,112 $3.7M
13 Brightwater Advisory LLC 2.83% 32,261 $4.3M
14 Astra Wealth Partners LLC 2.49% 31,544 $4.2M
15 Cooke Wealth Management, LLC 2.48% 21,159 $2.8M
16 OFS Enterprise LLC 2.39% 61,348 $8.1M
17 Campion Asset Management 2.25% 25,042 $3.3M
18 BKM Wealth Management, LLC 2.02% 41,745 $5.5M
19 Midland Wealth Advisors, LLC 1.96% 286,673 $38.0M
20 Ellis Investment Partners, LLC 1.96% 85,123 $11.3M
21 Asset Management Group, Inc. 1.92% 89,492 $11.9M
22 Trail Ridge Investment Advisors, LLC 1.86% 32,365 $4.3M
23 Factorial Partners, LLC 1.82% 18,900 $2.5M
24 Willis Johnson & Associates, Inc. 1.81% 234,440 $31.1M
25 Rehmann Capital Advisory Group 1.74% 252,258 $33.4M
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 — 2 quarters in a row: For 2 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 — 45% buying: Last quarter: 350 funds reduced or exited vs 290 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 — 58% AUM from top-100 funds: 28 of 836 holders are among the 100 largest funds by AUM, controlling 58% 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?

67% of holders stayed for 2+ years: 562 out of 837 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.

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

As of today, IJJ has moved +5.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +4.1%. Since the quarter end (March 31, 2026), IJJ has gained +9.3% vs +15.1% 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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