ISHARES TR (INTF): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (INTF)

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

Smart Money Signals — INTF

Based on 168 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added INTF 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

168 hedge funds hold INTF 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 — +17% more funds vs a year ago

fund count last 6Q

+24 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

85 buying70 selling

Last quarter: 85 funds bought or added vs 70 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 (+6 vs last Q)

new funds entering per quarter

Funds opening a new INTF position: 18 → 19 → 15 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 20% new

96 out of 168 hedge funds have held INTF 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.

➡️

Steady discovery — ~21 new funds/quarter

20 → 18 → 19 → 15 → 21 new funds/Q

New funds entering each quarter: 18 → 19 → 15 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 15% 1-2yr ■ 28% new

Of 168 current holders: 95 (57%) 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.

📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds

15 of 168 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	168	163	3.07%
13F Shares	50M	66M	-23.82%
Total Value	$1.94B	$2.38B	-18.26%
New Positions	21	15	+6
Increased Positions	64	68	-4
Closed Positions	16	12	+4
Reduced Positions	54	47	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

168

163

3.07%

13F Shares

50M

66M

-23.82%

Total Value

$1.94B

$2.38B

-18.26%

New Positions

Increased Positions

-4

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

168 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of INTF — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	HALBERT HARGROVE GLOBAL ADVISORS, LLC	6.28%	3,339,669	$130.1M
2	Northwest Wealth Advisors, LLC	5.40%	194,093	$7.6M
3	Weil Company, Inc.	4.01%	458,477	$17.9M
4	DDFG, Inc	2.71%	322,928	$12.6M
5	Conrad Siegel Investment Advisors, Inc.	2.52%	357,924	$13.9M
6	RHS Financial, LLC	2.46%	133,000	$5.2M
7	Stonebridge Wealth Management, LLC	2.27%	60,665	$2.4M
8	Thrive Wealth Management, LLC	1.99%	342,155	$13.3M
9	Winthrop Advisory Group LLC	1.78%	558,670	$21.8M
10	Beirne Wealth Consulting Services, LLC	1.67%	151,772	$5.9M
11	Heck Capital Advisors, LLC	0.97%	337,194	$13.1M
12	FOSTER & MOTLEY INC	0.74%	370,528	$14K
13	Acropolis Investment Management, LLC	0.63%	363,258	$14.2M
14	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.57%	201,651	$7.9M
15	LINCOLN CAPITAL CORP	0.56%	39,337	$1.5M
16	LANDMARK WEALTH MANAGEMENT, INC.	0.46%	31,371	$1.2M
17	CABOT WEALTH MANAGEMENT INC	0.40%	90,090	$3.5M
18	YHB Investment Advisors, Inc.	0.25%	90,515	$3.5M
19	EVOLVE PRIVATE WEALTH, LLC	0.23%	109,832	$4.3M
20	Archer Investment Management, LLC	0.21%	13,108	$511K
21	Armbruster Capital Management, Inc.	0.21%	33,600	$1.3M
22	LCW Services, LLC	0.21%	10,750	$419K
23	Seascape Capital Management	0.18%	16,305	—
24	Farther Finance Advisors, LLC	0.14%	366,400	$14.5M
25	SigFig Wealth Management, LLC	0.14%	118,892	$4.6M

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 (INTF)

What does the Smart Money Trend signal show for INTF?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added INTF 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 INTF?

Slight buying edge — 55% buying: Last quarter: 85 funds bought or added vs 70 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 INTF holders?

Smaller funds dominant — 19% AUM from top-100: 15 of 168 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held INTF?

57% of holders stayed for 2+ years: 96 out of 168 hedge funds have held INTF 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.

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ISHARES TR (INTF)

Smart Money Signals — INTF

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Steady growth — +17% more funds vs a year ago

Slight buying edge — 55% buying

More new buyers each quarter (+6 vs last Q)

57% of holders stayed for 2+ years

Steady discovery — ~21 new funds/quarter

Deep conviction — 57% of holders stayed 2+ years

Smaller funds dominant — 19% AUM from top-100

Hedge Fund Ownership: INTF

Market Analysis: INTF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: INTF

Hedge Fund Positioning: INTF

Statistics: INTF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (INTF)

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