Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IPAC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
5Q ▲
Buyers last Q
55%

Smart Money Signals — IPAC

Based on 187 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added IPAC 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
187 hedge funds hold IPAC 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 — +30% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+30% 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.
🟡

Slight buying edge — 55% buying

94 buying77 selling
Last quarter: 94 funds bought or added vs 77 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.
➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 23 → 28 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 20% medium ■ 23% new
106 out of 187 hedge funds have held IPAC 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 — ~29 new funds/quarter

26 → 30 → 23 → 28 → 29 new funds/Q
New funds entering each quarter: 30 → 23 → 28 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 32% newcomers

■ 58% veterans ■ 10% 1-2yr ■ 32% new
Entry-cohort mix of 187 holders: 108 (58%) are 2+ year veterans, 19 entered 1–2 years ago, and 60 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
24 of 187 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IPAC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — IPAC

In 2026 Q2, 94 hedge funds were net buyers of IPAC (29 opened a new position, 65 added to an existing one), while 77 reduced or exited (62 trimmed, 15 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in IPAC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 187.

Hedge Fund Ownership: IPAC

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

Market Analysis: IPAC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IPAC

-- --

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

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

Signal Freshness measures how much IPAC has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 89d ago
IPAC
+4.6%
SPY
+5.8%

IPAC outperformed SPY by -1.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 44d ago
IPAC
-0.9%
SPY
+1.6%

Since the filing became public, IPAC outperformed SPY by -2.5% .

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.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: IPAC
187 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 187 173 8.09%
13F Shares 23M 21M 13.43%
Total Value $1.85B $1.50B 23.1%
New Positions 29 28 +1
Increased Positions 65 57 +8
Closed Positions 15 22 -7
Reduced Positions 62 48 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IPAC

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Institutional Holders (2026 Q2)

187 + investors

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

QUARTER:
Top 25 IPAC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Trust, Inc. 5.13% 5,977,443 $489.7M
2 Roberts Financial Services LLC 5.01% 208,888 $17.1M
3 Mandatum Life Insurance Co Ltd 3.97% 261,853 $21.5M
4 Es4, LLC 2.22% 51,646 $4.2M
5 Elm Partners Management LLC 1.57% 533,830 $43.7M
6 Greenwood Capital Associates LLC 1.54% 190,959 $15.6M
7 Blue Edge Capital, LLC 1.46% 148,371 $12.2M
8 Integris Wealth Management, LLC 1.20% 72,703 $6.0M
9 Jacobs Equity LLC 1.07% 18,903 $1.5M
10 Millington Financial Advisors, LLC 1.00% 31,319 $2.5M
11 Invested Advisors 0.95% 13,077 $1.1M
12 Dogwood Wealth Management LLC 0.93% 28,683 $2.4M
13 Financial Gravity Companies, Inc. 0.87% 65,760 $5.4M
14 Yoffe Investment Management, LLC 0.87% 9,295 $762K
15 Valley Wealth Managers, INC. 0.86% 182,292 $14.9M
16 ORBA Wealth Advisors, L.L.C. 0.85% 12,129 $994K
17 Richardson Financial Services INC. 0.85% 18,257 $1.5M
18 Denver PWM, LLC 0.85% 29,978 $2.6M
19 Columbus Macro, LLC 0.70% 88,047 $7.2M
20 Summitpoint Capital Management 0.57% 6,501 $533K
21 Inman Jager Wealth Management, LLC 0.54% 12,464 $1.0M
22 Global Financial Private Client, LLC 0.54% 24,134 $2.0M
23 Garde Capital, Inc. 0.51% 138,788 $11.4M
24 Family Legacy, Inc. 0.51% 23,186 $1.9M
25 Mccarter Private Wealth Services LLC 0.50% 17,579 $1.4M
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 (IPAC)

What does the Smart Money Trend signal show for IPAC?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IPAC 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 IPAC?

Slight buying edge — 55% buying: Last quarter: 94 funds bought or added vs 77 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 IPAC holders?

Elite ownership — 42% AUM from top-100 funds: 24 of 187 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IPAC. 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 IPAC?

57% of holders stayed for 2+ years: 106 out of 187 hedge funds have held IPAC 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 (IPAC) following the 2026 Q2 hedge fund 13F filings?

As of today, IPAC has moved -0.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -2.5%. Since the quarter end (June 30, 2026), IPAC has gained +4.6% vs +5.8% 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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