Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IJS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +45
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — IJS

Based on 764 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IJS 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
764 hedge funds hold IJS 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 IJS is almost the same as a year ago (+8 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

306 buying311 selling
Last quarter: 306 funds bought or added vs 311 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 (+20 vs last Q)

new funds entering per quarter
Funds opening a new IJS position: 63 → 49 → 70 → 90. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 16% medium ■ 12% new
548 out of 764 hedge funds have held IJS 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

78 → 63 → 49 → 70 → 90 new funds/Q
New funds entering each quarter: 63 → 49 → 70 → 90. A growing number of institutions are discovering IJS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 11% 1-2yr ■ 16% new
Of 767 current holders: 553 (72%) 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 — 40% AUM from top-100 funds

40% from top-100 AUM funds
23 of 764 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IJS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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: IJS

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

Market Analysis: IJS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IJS

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

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

51 top-rated funds 10 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: IJS
2026 Q1 Stats Unlock in 17 days 767 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 767 724 5.94%
13F Shares 34M 34M 1.44%
Total Value $4.05B $3.96B 2.3%
New Positions 90 70 +20
Increased Positions 218 205 +13
Closed Positions 46 65 -19
Reduced Positions 273 276 -3
Total Calls 3 4 -25.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.33 0.5 Bullish

Statistics: IJS

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

767 + investors

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

Top 25 institutional holders of IJS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 USA FINANCIAL FORMULAS 20.72% 927,820 $109.9M
2 Sharp Wealth Advisory, LLC 15.92% 272,120 $32.2M
3 Summit Financial Consulting LLC 5.39% 63,554 $7.5M
4 Probity Advisors, Inc. 3.22% 171,374 $20.3M
5 First County Bank /CT/ 3.21% 50,755 $6.0M
6 Salus Financial Advisors, LLC 2.65% 38,344 $4.5M
7 HOME FEDERAL BANK OF TENNESSEE 2.47% 83,510 $9.9M
8 Heartwood Wealth Advisors LLC 2.46% 237,895 $28.2M
9 Clayton Financial Group LLC 2.33% 38,336 $4.5M
10 First Citizens Financial Corp 2.26% 40,403 $4.8M
11 Cordatus Wealth Management LLC 2.26% 80,110 $9.5M
12 MMA ASSET MANAGEMENT LLC 2.07% 49,583 $5.9M
13 Ifrah Financial Services, Inc. 2.05% 65,508 $7.8M
14 AtlasMark Financial, Inc 2.05% 5,469 $821K
15 Baring Financial LLC 2.01% 27,791 $3.3M
16 SONATA CAPITAL GROUP INC 2.00% 45,848 $5.4M
17 Capital Squared Financial LLC 1.94% 16,723 $1.7M
18 Accretive Wealth Partners, LLC 1.94% 58,148 $6.9M
19 WealthCare Asset Management, LLC 1.88% 14,930 $1.8M
20 LifeSteps Financial, Inc. 1.82% 24,241 $2.9M
21 BKM Wealth Management, LLC 1.71% 39,523 $4.7M
22 Mainsail Financial Group, LLC 1.54% 31,258 $3.7M
23 InvesTrust 1.48% 29,817 $3.5M
24 Cambridge Financial Group, LLC 1.38% 34,532 $4.1M
25 Hudson Oak Wealth Advisory LLC 1.31% 12,751 $1.5M
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 (IJS)

What does the Smart Money Trend signal show for IJS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IJS 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 IJS?

Slight buying edge — 50% buying: Last quarter: 306 funds bought or added vs 311 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 IJS holders?

Elite ownership — 40% AUM from top-100 funds: 23 of 764 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IJS. 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 IJS?

72% of holders stayed for 2+ years: 548 out of 764 hedge funds have held IJS 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.