Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ILF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +45
Streak
4Q ▲
Buyers last Q
67%

Smart Money Signals — ILF

Based on 238 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added ILF 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
238 hedge funds hold ILF 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.
🚀

Fast accumulation — +78% more funds vs a year ago

fund count last 6Q
+104 new funds entered over the past year (+78% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 67% buying

157 buying76 selling
Last quarter: 157 funds were net buyers (67 opened a brand new position + 90 added to an existing one). Only 76 were sellers (54 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new ILF position: 31 → 39 → 43 → 67. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 24% medium ■ 29% new
111 out of 238 hedge funds have held ILF 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

18 → 31 → 39 → 43 → 67 new funds/Q
New funds entering each quarter: 31 → 39 → 43 → 67. 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 — 54% of holders stayed 2+ years

■ 54% veterans ■ 15% 1-2yr ■ 32% new
Of 240 current holders: 129 (54%) 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.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
19 of 238 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: ILF

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

Market Analysis: ILF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ILF

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 3 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: ILF
2026 Q1 Stats Unlock in 22 days 240 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 240 194 23.71%
13F Shares 33M 27M 21.32%
Total Value $1.00B $783M 27.73%
New Positions 67 43 +24
Increased Positions 91 69 +22
Closed Positions 22 19 +3
Reduced Positions 54 56 -2
Total Calls 2 2 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: ILF

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Valuation Measures Data as of: --

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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)

240 + investors

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

Top 25 institutional holders of ILF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Barry Investment Advisors, LLC 3.28% 418,527 $14.9M
2 Corecam Pte. Ltd. 3.11% 202,060 $7.2M
3 Corecam AG 2.66% 87,800 $3.1M
4 Leibman Financial Services, Inc. 2.30% 88,292 $3.1M
5 Blue Capital, Inc. 1.84% 79,247 $2.8M
6 Yoffe Investment Management, LLC 1.69% 37,193 $1.3M
7 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1.22% 650,930 $23.1M
8 Randolph Co Inc 1.16% 341,871 $12.1M
9 Navigation Wealth Management, Inc. 1.12% 8,724 $310K
10 Advocate Investing Services LLC 1.10% 36,441 $1.3M
11 BNC WEALTH MANAGEMENT, LLC 0.94% 95,531 $3.4M
12 Sharper & Granite LLC 0.85% 69,884 $2.5M
13 Stonehearth Capital Management, LLC 0.80% 57,179 $2.0M
14 CAMELOT TECHNOLOGY ADVISORS, INC. 0.56% 21,934 $779K
15 WASHINGTON GROWTH STRATEGIES LLC 0.55% 23,487 $834K
16 Black Swift Group, LLC 0.52% 84,340 $3.0M
17 Forefront Wealth Partners, LLC 0.52% 34,878 $1.2M
18 EHRLICH FINANCIAL GROUP 0.50% 24,414 $867K
19 Kastel Capital Advisors, LLC 0.49% 26,075 $794K
20 Finley Financial, LLC 0.46% 27,687 $983K
21 Venturi Wealth Management, LLC 0.42% 264,302 $9.4M
22 Old Port Advisors 0.39% 47,953 $1.7M
23 Redhawk Wealth Advisors, Inc. 0.37% 93,366 $3.3M
24 Comprehensive Financial Planning, Inc./PA 0.36% 14,579 $518K
25 Everstar Asset Management, LLC 0.33% 17,687 $628K
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 (ILF)

What does the Smart Money Trend signal show for ILF?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ILF 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 ILF?

More buyers than sellers — 67% buying: Last quarter: 157 funds were net buyers (67 opened a brand new position + 90 added to an existing one). Only 76 were sellers (54 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ILF holders?

Strong quality — 32% AUM from major funds: 19 of 238 holders rank in the top 100 by AUM, accounting for 32% 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 ILF?

47% of holders stayed for 2+ years: 111 out of 238 hedge funds have held ILF 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.