Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IJK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +31
Streak
3Q ▲
Buyers last Q
51%

Smart Money Signals — IJK

Based on 839 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
839 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IJK is almost the same as a year ago (+19 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

326 buying309 selling
Last quarter: 326 funds bought or added vs 309 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.
📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter
Funds opening a new IJK position: 48 → 68 → 65 → 96. 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+) ■ 19% medium ■ 13% new
574 out of 839 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.
📈

Growing discovery — still being found

81 → 48 → 68 → 65 → 96 new funds/Q
New funds entering each quarter: 48 → 68 → 65 → 96. A growing number of institutions are discovering IJK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 13% 1-2yr ■ 19% new
Of 840 current holders: 572 (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 — 57% AUM from top-100 funds

57% from top-100 AUM funds
26 of 839 holders are among the 100 largest funds by AUM, controlling 57% 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.
3.4
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.

Hedge Fund Ownership: IJK

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

Market Analysis: IJK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IJK

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

64 top-rated funds 11 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: IJK
2026 Q1 Stats Unlock in 22 days 840 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 840 810 3.7%
13F Shares 63M 63M 0.2%
Total Value $6.18B $6.05B 2.11%
New Positions 96 65 +31
Increased Positions 231 208 +23
Closed Positions 66 51 +15
Reduced Positions 245 265 -20
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IJK

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

840 + investors

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

Top 25 institutional holders of IJK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 USA FINANCIAL FORMULAS 19.76% 1,041,989 $104.8M
2 Hudson Capital Management LLC 5.36% 206,070 $20.7M
3 Corundum Trust Company, INC 5.14% 22,354 $2.2M
4 PW Nova Financial Services LLC 4.38% 117,660 $11.6M
5 Ifrah Financial Services, Inc. 3.74% 140,669 $14.2M
6 First Citizens Financial Corp 3.49% 73,432 $7.4M
7 Willis Johnson & Associates, Inc. 2.72% 464,283 $46.7M
8 InvesTrust 2.55% 60,384 $6.1M
9 OFS Enterprise LLC 2.43% 82,207 $8.3M
10 Capital Advisors, Ltd. LLC 2.43% 212,590 $21K
11 White Pine Investment CO 2.37% 101,275 $10K
12 Lee-Kelleher Wealth Management 2.30% 38,480 $3.9M
13 INSPIRION WEALTH ADVISORS, LLC 2.29% 182,728 $18.4M
14 DDFG, Inc 2.17% 99,973 $10.1M
15 Independence Financial Advisors, LLC 2.02% 67,012 $6.7M
16 C2C Wealth Management, LLC 1.66% 19,455 $2.0M
17 Joel Isaacson & Co., LLC 1.65% 496,025 $49.9M
18 BKM Wealth Management, LLC 1.58% 43,084 $4.3M
19 Maltin Wealth Management, Inc. 1.46% 37,983 $3.8M
20 COURIER CAPITAL LLC 1.44% 256,372 $25.8M
21 Neumann Capital Management, LLC 1.30% 43,785 $4.4M
22 Keenan, LLC 1.21% 14,245 $1.4M
23 BUFFALO BUSINESS & ESTATE SERVICES LTD 1.16% 79,393 $8.0M
24 Transcendent Capital Group LLC 1.09% 23,695 $2.4M
25 Axis Wealth Partners, LLC 1.08% 20,157 $2.0M
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 51% buying: Last quarter: 326 funds bought or added vs 309 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 IJK holders?

Elite ownership — 57% AUM from top-100 funds: 26 of 839 holders are among the 100 largest funds by AUM, controlling 57% 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?

68% of holders stayed for 2+ years: 574 out of 839 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.

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.