Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IJR)

3K + 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
↑ +40
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — IJR

Based on 2721 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
2,721 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 — +10% more funds vs a year ago

fund count last 6Q
+248 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

1279 buying1271 selling
Last quarter: 1,279 funds bought or added vs 1,271 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.
⚠️

Fewer new buyers each quarter (-140 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 167 → 162 → 339 → 199. 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.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
1,850 out of 2,721 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

149 → 167 → 162 → 339 → 199 new funds/Q
New funds entering each quarter: 167 → 162 → 339 → 199. 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.
🏛️

Veteran-anchored — 69% veterans vs 17% newcomers

■ 69% veterans ■ 13% 1-2yr ■ 17% new
Entry-cohort mix of 2,728 holders: 1,889 (69%) are 2+ year veterans, 365 entered 1–2 years ago, and 474 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
44 of 2719 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — IJR

In 2026 Q1, 1279 hedge funds were net buyers of IJR (199 opened a new position, 1080 added to an existing one), while 1271 reduced or exited (1112 trimmed, 159 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in IJR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +40 funds (more new holders than closures). Total institutional holders: 2721.

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

-- --

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

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

Signal Freshness measures how much IJR 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 · 76d ago
IJR
+15.6%
SPY
+14.1%

IJR outperformed SPY by +1.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
IJR
+7.3%
SPY
+0.3%

Since the filing became public, IJR outperformed SPY by +7.0% .

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 ?
Broad Consensus, Selective Conviction

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

68 top-rated funds 168 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
5.7
/ 10
conviction
Hedge Fund Positioning: IJR
3K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2683 2681 0.07%
13F Shares 550M 502M 9.55%
Total Value $66.37B $60.11B 10.41%
New Positions 187 339 -152
Increased Positions 1067 1031 +36
Closed Positions 185 135 +50
Reduced Positions 1097 1016 +81
Total Calls 3 6 -50.0%
Total Puts 6 8 -25.0%
PUT/CALL Ratio 2.0 1.33 Bearish

Statistics: IJR

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Financial Highlights

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Institutional Holders (2026 Q1)

3K + investors

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

QUARTER:
Top 25 IJR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Missouri Education Pension Trust 51.53% 1,216,674 $151.2M
2 LTG Capital LLC 20.97% 220,787 $27.4M
3 Painted Porch Advisors LLC 19.12% 322,311 $40.1M
4 Creekmur Asset Management LLC 18.85% 2,012 $250K
5 Wilshire Advisors LLC 17.17% 13,765 $1.7M
6 Nationwide Fund Advisors 14.60% 2,684,005 $333.6M
7 Provida Pension Fund Administrator 14.49% 4,009,667 $399.7M
8 Arcataur Capital Management LLC 13.97% 403,770 $50.2M
9 Abound Wealth Management 13.22% 468,114 $58.2M
10 Holland Advisory Services, Inc. 13.22% 79,384 $9.9M
11 Urban Financial Advisory Corp 13.03% 296,544 $36.9M
12 Fort Henry Capital, LLC 13.03% 173,329 $21.5M
13 C V Starr & Co Inc 12.99% 200,458 $24.9M
14 Atlanta Consulting Group Advisors, LLC 12.25% 458,679 $57.0M
15 Shoker Investment Counsel, Inc. 12.09% 327,648 $40.7M
16 Fi3 FINANCIAL ADVISORS, LLC 11.52% 320,983 $39.9M
17 Paradigm, Strategies in Wealth Management, LLC 11.01% 130,575 $16.2M
18 Nestegg Advisors, INC. 10.91% 99,896 $12.4M
19 Starr Indemnity & Liability Co 10.14% 320,950 $39.9M
20 Northwestern Mutual Investment Management Company, LLC 9.92% 5,263,528 $654.3M
21 Panoramic Capital Partners, LLC 9.85% 128,607 $16.0M
22 Cambridge Capital Management, LLC 9.57% 178,661 $22.2M
23 Southern Capital Advisors, LLC 9.48% 162,820 $20.2M
24 Frontier Asset Management, LLC 9.36% 359,157 $44.6M
25 Colony Family Offices, LLC 9.30% 303,302 $37.7M
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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 50% buying: Last quarter: 1,279 funds bought or added vs 1,271 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 — 47% AUM from top-100 funds: 44 of 2719 holders are among the 100 largest funds by AUM, controlling 47% 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?

68% of holders stayed for 2+ years: 1,850 out of 2,721 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.

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

As of today, IJR has moved +7.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +7.0%. Since the quarter end (March 31, 2026), IJR has gained +15.6% vs +14.1% 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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