Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IJS)

828 + 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
↑ +17
Streak
3Q ▲
Buyers last Q
47%

Smart Money Signals — IJS

Based on 839 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 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
839 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.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+7% 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

329 buying367 selling
Last quarter: 367 funds reduced or exited vs 329 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.
➡️

Steady new buyers — ~97 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 58 → 79 → 99 → 97. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 16% new
566 out of 839 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

67 → 58 → 79 → 99 → 97 new funds/Q
New funds entering each quarter: 58 → 79 → 99 → 97. A growing number of institutions are discovering IJS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 11% 1-2yr ■ 18% new
Entry-cohort mix of 843 holders: 593 (70%) are 2+ year veterans, 95 entered 1–2 years ago, and 155 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
31 of 839 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — IJS

In 2026 Q1, 329 hedge funds were net buyers of IJS (97 opened a new position, 232 added to an existing one), while 367 reduced or exited (287 trimmed, 80 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in IJS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 839.

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

-- --

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

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

Signal Freshness measures how much IJS 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 · 79d ago
IJS
+10.8%
SPY
+13.9%

IJS outperformed SPY by -3.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IJS
+4.9%
SPY
+0.2%

Since the filing became public, IJS outperformed SPY by +4.7% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 13 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: IJS
828 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 828 822 0.73%
13F Shares 40M 35M 13.95%
Total Value $4.84B $4.10B 18.2%
New Positions 94 99 -5
Increased Positions 228 225 +3
Closed Positions 88 48 +40
Reduced Positions 280 282 -2
Total Calls 3 3 -
Total Puts 1 1 -
PUT/CALL Ratio 0.33 0.33 Bullish

Statistics: IJS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

828 + investors

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

QUARTER:
Top 25 IJS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 USA Financial Formulas 20.72% 927,820 $109.9M
2 Sherman Porfolios, LLC 17.63% 1,940,467 $229.8M
3 Sharp Wealth Advisory, LLC 15.92% 272,120 $32.2M
4 Fortress Financial Group, LLC 5.62% 64,138 $7.6M
5 Summit Financial Consulting LLC 5.39% 63,554 $7.5M
6 Castlekeep Investment Advisors LLC 4.38% 68,231 $8.1M
7 May Barnhard Investments LLC 3.88% 67,429 $8.0M
8 Probity Advisors, Inc. 3.22% 171,374 $20.3M
9 First County Bank /CT/ 3.21% 50,755 $6.0M
10 LTG Capital LLC 3.20% 35,399 $4.2M
11 Ellis Investment Partners, LLC 2.83% 137,472 $16.3M
12 Sterling Financial Planning, Inc. 2.69% 76,707 $9.1M
13 Salus Financial Advisors, LLC 2.65% 38,344 $4.5M
14 Home Federal Bank of Tennessee 2.47% 83,510 $9.9M
15 Heartwood Wealth Advisors LLC 2.46% 237,895 $28.2M
16 Broadview Financial Management, LLC 2.37% 29,277 $3.5M
17 Clayton Financial Group LLC 2.33% 38,336 $4.5M
18 First Citizens Financial Corp 2.26% 40,403 $4.8M
19 Cordatus Wealth Management LLC 2.26% 80,110 $9.5M
20 Mma Asset Management LLC 2.07% 49,583 $5.9M
21 Ifrah Financial Services, Inc. 2.05% 65,508 $7.8M
22 AtlasMark Financial, Inc 2.05% 5,469 $821K
23 Baring Financial LLC 2.01% 27,791 $3.3M
24 Sonata Capital Group Inc 2.00% 45,848 $5.4M
25 Capital Squared Financial LLC 1.94% 16,723 $1.7M
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 (IJS)

What does the Smart Money Trend signal show for IJS?

Buying streak — 3 quarters in a row: For 3 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?

More sellers than buyers — 47% buying: Last quarter: 367 funds reduced or exited vs 329 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 IJS holders?

Strong quality — 38% AUM from major funds: 31 of 839 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IJS?

67% of holders stayed for 2+ years: 566 out of 839 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.

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

As of today, IJS has moved +4.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +4.7%. Since the quarter end (March 31, 2026), IJS has gained +10.8% vs +13.9% 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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