Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IJR)

2K + Investors. Track Smart Money conviction in IJR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +188
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — IJR

Based on 2475 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 IJR 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
2,475 hedge funds hold IJR 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
+103 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.
🟡

Slight buying edge — 54% buying

1267 buying1070 selling
Last quarter: 1,267 funds bought or added vs 1,070 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 (+170 vs last Q)

new funds entering per quarter
Funds opening a new IJR position: 128 → 146 → 139 → 309. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 16% medium ■ 12% new
1,761 out of 2,475 hedge funds have held IJR 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.
🚀

Acceleration phase — new buyers rushing in

249 → 128 → 146 → 139 → 309 new funds/Q
New funds entering each quarter: 128 → 146 → 139 → 309. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 12% 1-2yr ■ 19% new
Of 2,484 current holders: 1,718 (69%) 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 — 42% AUM from top-100 funds

42% from top-100 AUM funds
31 of 2475 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IJR. 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: IJR

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

Market Analysis: IJR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IJR

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

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

119 top-rated funds 137 high-conviction
Consensus
9.0
/ 10
breadth
×
Elite
5.5
/ 10
conviction
Hedge Fund Positioning: IJR
2026 Q1 Stats Unlock in 22 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2484 2299 8.05%
13F Shares 488M 506M -3.49%
Total Value $58.50B $59.90B -2.33%
New Positions 309 139 +170
Increased Positions 973 929 +44
Closed Positions 122 147 -25
Reduced Positions 958 981 -23
Total Calls 6 8 -25.0%
Total Puts 7 7 -
PUT/CALL Ratio 1.17 0.88 Neutral

Statistics: IJR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

2K + investors

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

Top 25 institutional holders of IJR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nationwide Fund Advisors 14.60% 2,684,005 $333.6M
2 Arcataur Capital Management LLC 13.97% 403,770 $50.2M
3 Abound Wealth Management 13.22% 468,114 $58.2M
4 Holland Advisory Services, Inc. 13.22% 79,384 $9.9M
5 Fort Henry Capital, LLC 13.03% 173,329 $21.5M
6 NESTEGG ADVISORS, INC. 10.91% 99,896 $12.4M
7 Panoramic Capital Partners, LLC 9.85% 128,607 $16.0M
8 SOUTHERN CAPITAL ADVISORS, LLC 9.48% 162,820 $20.2M
9 Colony Family Offices, LLC 9.30% 303,302 $37.7M
10 IRONWOOD WEALTH MANAGEMENT, INC. 9.06% 154,651 $20.2M
11 Wealth Care LLC 8.97% 81,240 $10.1M
12 Corundum Trust Company, INC 8.94% 31,502 $3.9M
13 Twin Cities Retirement Group LLC 8.70% 76,556 $9.5M
14 Roth Financial Partners LLC 8.23% 194,116 $24.1M
15 Uptown Financial Advisors LLC 7.92% 80,157 $10.0M
16 PROATHLETE WEALTH MANAGEMENT LLC 7.83% 226,928 $28.2M
17 Park Capital Management, LLC / WI 7.57% 62,541 $7.8M
18 Somnio Financial Group, LLC 7.55% 92,508 $11.5M
19 IFG Advisors, LLC 7.47% 367,119 $45.6M
20 BLUE SQUARE ASSET MANAGEMENT, LLC 7.17% 121,430 $15.1M
21 TRUEFG, LLC 7.12% 216,066 $26.9M
22 Capitol Family Office, Inc. 7.02% 49,503 $5.9M
23 Elk River Wealth Management LLC 6.93% 335,521 $41.7M
24 Berman McAleer LLC 6.92% 407,957 $50.7M
25 Rochester Wealth Strategies, LLC 6.92% 91,775 $11.4M
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 (IJR)

What does the Smart Money Trend signal show for IJR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IJR 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 IJR?

Slight buying edge — 54% buying: Last quarter: 1,267 funds bought or added vs 1,070 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 IJR holders?

Elite ownership — 42% AUM from top-100 funds: 31 of 2475 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IJR. 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 IJR?

71% of holders stayed for 2+ years: 1,761 out of 2,475 hedge funds have held IJR 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.