Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IPAC)

171 + 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
↑ +7
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — IPAC

Based on 173 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
173 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 — +29% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+29% 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

85 buying69 selling
Last quarter: 85 funds bought or added vs 69 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 — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 30 → 23 → 28. 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
99 out of 173 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 — ~28 new funds/quarter

16 → 25 → 30 → 23 → 28 new funds/Q
New funds entering each quarter: 25 → 30 → 23 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 29% newcomers

■ 57% veterans ■ 13% 1-2yr ■ 29% new
Entry-cohort mix of 173 holders: 99 (57%) are 2+ year veterans, 23 entered 1–2 years ago, and 51 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
22 of 173 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 Q1, 85 hedge funds were net buyers of IPAC (28 opened a new position, 57 added to an existing one), while 69 reduced or exited (48 trimmed, 21 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in IPAC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 173.

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 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 · 81d ago
IPAC
nan%
SPY
+15.1%

IPAC outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
IPAC
nan%
SPY
+1.3%

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

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.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: IPAC
171 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 171 166 3.01%
13F Shares 20M 22M -7.48%
Total Value $1.49B $1.60B -6.72%
New Positions 27 23 +4
Increased Positions 56 69 -13
Closed Positions 22 18 +4
Reduced Positions 48 43 +5
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 Q1)

171 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Trust, Inc. 5.36% 6,127,905 $468.8M
2 Roberts Financial Services LLC 5.11% 209,892 $16.1M
3 Mandatum Life Insurance Co Ltd 3.97% 230,602 $17.6M
4 Es4, LLC 2.52% 51,110 $3.9M
5 Elm Partners Management LLC 1.63% 507,836 $37.7M
6 Greenwood Capital Associates LLC 1.54% 182,829 $14.0M
7 Jacobs Equity LLC 1.53% 20,703 $1.7M
8 Blue Edge Capital, LLC 1.50% 147,650 $11.3M
9 Integris Wealth Management, LLC 1.34% 76,413 $5.8M
10 Millington Financial Advisors, LLC 1.01% 30,274 $2.4M
11 Dogwood Wealth Management LLC 0.98% 29,538 $2.3M
12 Yoffe Investment Management, LLC 0.91% 9,276 $710K
13 Valley Wealth Managers, INC. 0.91% 184,429 $14.1M
14 Richardson Financial Services INC. 0.89% 18,651 $1.4M
15 Financial Gravity Asset Management, Inc. 0.88% 64,847 $5.0M
16 Denver PWM, LLC 0.81% 28,658 $2.4M
17 Mccarter Private Wealth Services LLC 0.74% 22,127 $1.7M
18 Columbus Macro, LLC 0.71% 86,957 $6.7M
19 Invested Advisors 0.70% 9,049 $692K
20 ORBA Wealth Advisors, L.L.C. 0.68% 7,497 $574K
21 Garde Capital, Inc. 0.64% 140,283 $10.7M
22 Summitpoint Capital Management 0.64% 6,917 $506K
23 Global Financial Private Client, LLC 0.59% 23,655 $1.8M
24 Inman Jager Wealth Management, LLC 0.56% 12,464 $954K
25 Family Legacy, Inc. 0.53% 23,243 $1.8M
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 (IPAC)

What does the Smart Money Trend signal show for IPAC?

Buying streak — 4 quarters in a row: For 4 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: 85 funds bought or added vs 69 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?

Strong quality — 35% AUM from major funds: 22 of 173 holders rank in the top 100 by AUM, accounting for 35% 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 IPAC?

57% of holders stayed for 2+ years: 99 out of 173 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 Q1 hedge fund 13F filings?

As of today, IPAC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IPAC has gained nan% vs +15.1% 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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