Ishares Tr (IJK) Hedge Fund Ownership (Q2 2026)

Ishares Tr (IJK)

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

Smart Money Signals — IJK

Based on 991 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added IJK 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

991 hedge funds hold IJK 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 — +16% more funds vs a year ago

fund count last 6Q

+136 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 47% buying

339 buying377 selling

Last quarter: 377 funds reduced or exited vs 339 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 (+20 vs last Q)

new funds entering per quarter

Funds opening a new IJK position: 67 → 102 → 96 → 116. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 17% new

661 out of 991 hedge funds have held IJK 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.

💰

Value +20% but shares only +3% — price-driven

Value

+19%

+3%

Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

81 → 67 → 102 → 96 → 116 new funds/Q

New funds entering each quarter: 67 → 102 → 96 → 116. A growing number of institutions are discovering IJK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 69% veterans vs 19% newcomers

■ 69% veterans ■ 13% 1-2yr ■ 19% new

Entry-cohort mix of 995 holders: 683 (69%) are 2+ year veterans, 125 entered 1–2 years ago, and 187 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

32 of 988 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in IJK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	987	929	6.24%
13F Shares	72M	70M	3.18%
Total Value	$8.34B	$6.98B	19.5%
New Positions	116	96	+20
Increased Positions	221	244	-23
Closed Positions	55	69	-14
Reduced Positions	323	281	+42
Total Calls	4	3	33.33%
Total Puts	2	1	100.0%
PUT/CALL Ratio	0.5	0.33	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

987

929

6.24%

13F Shares

72M

70M

3.18%

Total Value

$8.34B

$6.98B

19.5%

New Positions

116

+20

Increased Positions

221

244

-23

Closed Positions

-14

Reduced Positions

323

281

+42

Total Calls

33.33%

Total Puts

100.0%

PUT/CALL Ratio

0.5

0.33

Bullish

Institutional Holders (2026 Q2)

987 + investors

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

QUARTER:

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

Top 25 IJK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	True Freedom Investing, LLC	17.47%	2,217,617	$223.1M
2	Pinkerton Wealth, LLC	15.86%	1,835,243	$184.7M
3	Moment Partners, LLC	8.39%	396,412	$46.6M
4	Corundum Trust Company, INC	7.01%	22,354	$2.6M
5	Broadview Financial Management, LLC	6.51%	90,694	$10.7M
6	Sterling Financial Planning, Inc.	5.84%	182,653	$21.5M
7	Hudson Capital Management LLC	5.76%	202,922	$23.8M
8	Pacific Life Fund Advisors LLC	5.17%	400,548	$47.1M
9	Teachers Insurance & Annuity Association of America	4.80%	37,003	$4.3M
10	Kozak & Associates, Inc.	4.64%	230,502	$26.8M
11	Hilltop Partners LLC	4.58%	160,893	$18.9M
12	Ifrah Financial Services, Inc.	3.82%	133,087	$15.6M
13	First Citizens Financial Corp	3.56%	72,538	$8.5M
14	Summitpoint Capital Management	3.54%	27,977	$3.3M
15	Neumann Capital Management, LLC	3.39%	43,670	$5.1M
16	Brightwater Advisory LLC	3.30%	44,493	$5.2M
17	PW Nova Financial Services LLC	3.09%	122,533	$14.4M
18	Willis Johnson & Associates, Inc.	2.98%	455,280	$53.5M
19	LTG Capital LLC	2.80%	35,611	$4.2M
20	Causey Wealth LLC	2.61%	56,781	$6.7M
21	InvesTrust	2.59%	57,284	$6.7M
22	Denver PWM, LLC	2.52%	64,609	$7.7M
23	OFS Enterprise LLC	2.48%	82,646	$9.7M
24	Lee, Kelleher & Klein Wealth Management	2.41%	39,184	$4.6M
25	DDFG, Inc	2.40%	102,672	$12.1M

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 (IJK)

What does the Smart Money Trend signal show for IJK?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IJK 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 IJK?

More sellers than buyers — 47% buying: Last quarter: 377 funds reduced or exited vs 339 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 IJK holders?

Elite ownership — 55% AUM from top-100 funds: 32 of 988 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in IJK. 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 IJK?

67% of holders stayed for 2+ years: 661 out of 991 hedge funds have held IJK 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 (IJK)

Smart Money Signals — IJK

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

More sellers than buyers — 47% buying

More new buyers each quarter (+20 vs last Q)

67% of holders stayed for 2+ years

Value +20% but shares only +3% — price-driven

Growing discovery — still being found

Veteran-anchored — 69% veterans vs 19% newcomers

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — IJK

Hedge Fund Ownership: IJK

Market Analysis: IJK

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IJK

Hedge Fund Positioning: IJK

Statistics: IJK

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IJK)

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