Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IJT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
47%

Smart Money Signals — IJT

Based on 753 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IJT 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
753 hedge funds hold IJT 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 — +8% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+8% 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

281 buying314 selling
Last quarter: 314 funds reduced or exited vs 281 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.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 74 → 62 → 88 → 68. 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.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 15% new
504 out of 753 hedge funds have held IJT 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.
💰

Price up while funds trimmed (-31% value, -53% shares)

Value
-31%
Shares
-53%
Last quarter: total value of institutional IJT holdings rose -31% even though funds reduced share count by 53%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

44 → 74 → 62 → 88 → 68 new funds/Q
New funds entering each quarter: 74 → 62 → 88 → 68. A growing number of institutions are discovering IJT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Entry-cohort mix of 754 holders: 516 (68%) are 2+ year veterans, 90 entered 1–2 years ago, and 148 (20%) 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
28 of 751 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in IJT. 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 — IJT

In 2026 Q1, 281 hedge funds were net buyers of IJT (68 opened a new position, 213 added to an existing one), while 314 reduced or exited (247 trimmed, 67 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in IJT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 753.

Hedge Fund Ownership: IJT

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

Market Analysis: IJT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IJT

-- --

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

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

Signal Freshness measures how much IJT 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
IJT
+17.9%
SPY
+13.9%

IJT outperformed SPY by +4.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IJT
+7.6%
SPY
+0.2%

Since the filing became public, IJT outperformed SPY by +7.4% .

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.

27 top-rated funds 9 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IJT
742 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 742 752 -1.33%
13F Shares 28M 60M -53.83%
Total Value $4.17B $6.14B -32.12%
New Positions 65 88 -23
Increased Positions 209 222 -13
Closed Positions 75 49 +26
Reduced Positions 244 226 +18
Total Calls 2 2 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: IJT

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Valuation Measures Data as of: --

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

742 + investors

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

QUARTER:
Top 25 IJT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fortress Financial Group, LLC 5.68% 53,040 $7.7M
2 Sterling Financial Planning, Inc. 5.57% 129,856 $18.8M
3 John A. Wolfe & Associates, Inc. 4.50% 20,271 $2.9M
4 StoryOne LLC 3.78% — $6.7M
5 Clayton Financial Group LLC 3.53% 47,500 $6.9M
6 Stone Wealth Partners 3.41% 26,242 $3.8M
7 LTG Capital LLC 3.20% 28,940 $4.2M
8 Taylor Financial Group, Inc. 2.94% 33,474 $4.8M
9 PW Nova Financial Services LLC 2.74% 50,675 $7.2M
10 Cottage Street Advisors LLC 2.67% 42,661 $6.2M
11 Schneider Downs Wealth Management Advisors, LP 2.62% 164,021 $23.7M
12 Probity Advisors, Inc. 2.56% 111,864 $16.2M
13 Cypress Capital Management LLC (WY) 2.53% 18,926 $2.7M
14 Beaumont Financial Advisors, LLC 2.48% 249,133 $36.1M
15 Heartwood Wealth Advisors LLC 2.40% 190,029 $27.5M
16 Inspire Trust Co, N.A. 2.28% 102,000 $14.8M
17 First Citizens Financial Corp 2.25% 32,988 $4.8M
18 May Barnhard Investments LLC 2.13% 30,384 $4.4M
19 Baring Financial LLC 2.04% 23,096 $3.3M
20 Ifrah Financial Services, Inc. 2.02% 52,791 $7.6M
21 Broadview Financial Management, LLC 1.89% 19,130 $2.8M
22 Falcon Wealth Planning 1.76% 178,532 $25.8M
23 Capital Squared Financial LLC 1.74% 11,209 $1.5M
24 RTD Financial Advisors, Inc. 1.69% 94,923 $13.7M
25 Mma Asset Management LLC 1.69% 33,116 $4.8M
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 (IJT)

What does the Smart Money Trend signal show for IJT?

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

More sellers than buyers — 47% buying: Last quarter: 314 funds reduced or exited vs 281 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 IJT holders?

Elite ownership — 47% AUM from top-100 funds: 28 of 751 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in IJT. 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 IJT?

67% of holders stayed for 2+ years: 504 out of 753 hedge funds have held IJT 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 (IJT) following the 2026 Q1 hedge fund 13F filings?

As of today, IJT has moved +7.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +7.4%. Since the quarter end (March 31, 2026), IJT has gained +17.9% 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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