Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IQLT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +50
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — IQLT

Based on 579 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 IQLT 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
579 hedge funds hold IQLT 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 — +20% more funds vs a year ago

fund count last 6Q
+97 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

347 buying202 selling
Last quarter: 347 funds were net buyers (86 opened a brand new position + 261 added to an existing one). Only 202 were sellers (166 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+38 vs last Q)

new funds entering per quarter
Funds opening a new IQLT position: 52 → 76 → 48 → 86. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 27% medium ■ 21% new
303 out of 579 hedge funds have held IQLT 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 — ~86 new funds/quarter

71 → 52 → 76 → 48 → 86 new funds/Q
New funds entering each quarter: 52 → 76 → 48 → 86. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 17% 1-2yr ■ 30% new
Of 579 current holders: 307 (53%) 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 — 49% AUM from top-100 funds

49% from top-100 AUM funds
22 of 579 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IQLT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Hedge Fund Ownership: IQLT

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

Market Analysis: IQLT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IQLT

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

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 22 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: IQLT
2026 Q1 Stats Unlock in 20 days 579 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 579 529 9.45%
13F Shares 230M 262M -12.3%
Total Value $10.58B $11.58B -8.58%
New Positions 86 48 +38
Increased Positions 261 212 +49
Closed Positions 36 41 -5
Reduced Positions 166 180 -14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IQLT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

579 + investors

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

Top 25 institutional holders of IQLT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Silver Coast Investments LLC 13.07% 885,935 $41.0M
2 Altus Wealth Management, LLC 10.16% 494,554 $22.9M
3 LIFE LINE WEALTH MANAGEMENT LLC 10.16% 492,153 $22.8M
4 SOL Capital Management CO 9.81% 491,919 $20.2M
5 Longview Financial Advisors, Inc. 9.13% 323,061 $14.9M
6 Koenig Investment Advisory, LLC 8.07% 205,575 $9.5M
7 Sunburst Financial Group, LLC 6.48% 760,685 $35.2M
8 Opulen Financial Group LLC 6.05% 185,932 $8.6M
9 ORSER CAPITAL MANAGEMENT, LLC 6.04% 48,140 $9.2M
10 Paragon Capital Management Ltd 5.89% 606,170 $28.0M
11 Harbor Group, Inc. 5.61% 839,848 $38.8M
12 MBA Advisors LLC 5.23% 294,723 $13.6M
13 ENZI WEALTH 5.04% 314,349 $14.5M
14 MFA Wealth Services 4.47% 145,966 $6.7M
15 Capital Investment Advisors, LLC 4.43% 5,986,307 $276.7M
16 WPG Advisers, LLC 4.35% 127,750 $5.9M
17 Interchange Capital Partners, LLC 3.74% 298,137 $11.8M
18 OxenFree Capital LLC 3.71% 155,774 $7.7M
19 Armbruster Capital Management, Inc. 3.55% 468,142 $21.6M
20 RVW Wealth, LLC 3.32% 921,777 $42.6M
21 Unison Advisors LLC 3.05% 869,231 $40.2M
22 Shum Financial Group, Inc. 2.82% 86,177 $4.0M
23 BankPlus Wealth Management LLC 2.60% 108,725 $5.0M
24 USAdvisors Wealth Management, LLC 2.57% 172,680 $8K
25 Baron Financial Group, LLC 2.50% 100,242 $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 (IQLT)

What does the Smart Money Trend signal show for IQLT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IQLT 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 IQLT?

More buyers than sellers — 63% buying: Last quarter: 347 funds were net buyers (86 opened a brand new position + 261 added to an existing one). Only 202 were sellers (166 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IQLT holders?

Elite ownership — 49% AUM from top-100 funds: 22 of 579 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IQLT. 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 IQLT?

52% of holders stayed for 2+ years: 303 out of 579 hedge funds have held IQLT 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.