Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IPAC)

158 + 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
↑ +5
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — IPAC

Based on 158 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
158 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 — +22% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+22% 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.
🟢

More buyers than sellers — 61% buying

90 buying57 selling
Last quarter: 90 funds were net buyers (23 opened a brand new position + 67 added to an existing one). Only 57 were sellers (39 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 25 → 28 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 15% medium ■ 29% new
89 out of 158 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.
📈

Growing discovery — still being found

19 → 16 → 25 → 28 → 23 new funds/Q
New funds entering each quarter: 16 → 25 → 28 → 23. A growing number of institutions are discovering IPAC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 13% 1-2yr ■ 33% new
Of 158 current holders: 85 (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.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
17 of 158 holders are among the 100 largest funds by AUM, controlling 58% 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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: 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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 1 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: IPAC
2026 Q1 Stats Unlock in 16 days 158 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 158 153 3.27%
13F Shares 16M 12M 33.99%
Total Value $1.12B $830M 35.06%
New Positions 23 28 -5
Increased Positions 67 34 +33
Closed Positions 18 12 +6
Reduced Positions 39 54 -15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IPAC

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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

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Institutional Holders (2026 Q1)

158 + investors

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

Top 25 institutional holders of IPAC — 2025 Q4 · 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 ES4, LLC 2.52% 51,110 $3.9M
4 GREENWOOD CAPITAL ASSOCIATES LLC 1.54% 182,829 $14.0M
5 Integris Wealth Management, LLC 1.34% 76,413 $5.8M
6 FDx Advisors, Inc. 1.00% 41,044 $3K
7 Yoffe Investment Management, LLC 0.91% 9,276 $710K
8 RICHARDSON FINANCIAL SERVICES INC. 0.89% 18,651 $1.4M
9 Columbus Macro, LLC 0.71% 86,957 $6.7M
10 INVESTED ADVISORS 0.70% 9,049 $692K
11 ORBA Wealth Advisors, L.L.C. 0.68% 7,497 $574K
12 Garde Capital, Inc. 0.64% 140,283 $10.7M
13 Global Financial Private Client, LLC 0.59% 23,655 $1.8M
14 Inman Jager Wealth Management, LLC 0.56% 12,464 $954K
15 MATHER GROUP, LLC. 0.50% 658,482 $50.4M
16 Williams & Novak, LLC 0.45% 7,766 $607K
17 GenTrust, LLC 0.44% 135,687 $10.4M
18 PRESILIUM PRIVATE WEALTH, LLC 0.39% 28,655 $2.2M
19 Element Wealth, LLC 0.29% 9,304 $712K
20 Fortis Capital Advisors, LLC 0.29% 29,281 $2.2M
21 PAX Financial Group, LLC 0.29% 21,972 $1.7M
22 Selby Wealth Management, LLC 0.28% 9,276 $710K
23 LVZ, Inc. 0.18% 20,976 $1.6M
24 BRIAN LOW FINANCIAL GROUP, LLC 0.16% 3,096 $237K
25 Willis Johnson & Associates, Inc. 0.14% 31,460 $2.4M
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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 61% buying: Last quarter: 90 funds were net buyers (23 opened a brand new position + 67 added to an existing one). Only 57 were sellers (39 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IPAC holders?

Elite ownership — 58% AUM from top-100 funds: 17 of 158 holders are among the 100 largest funds by AUM, controlling 58% 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?

56% of holders stayed for 2+ years: 89 out of 158 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.

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.