Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IQLT)

608 + 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
↑ +13
Streak
11Q ▲
Buyers last Q
50%

Smart Money Signals — IQLT

Based on 619 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 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
619 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+113 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.
🟡

Slight buying edge — 50% buying

277 buying281 selling
Last quarter: 277 funds bought or added vs 281 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.
⚠️

Fewer new buyers each quarter (-24 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 82 → 52 → 88 → 64. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 29% medium ■ 20% new
318 out of 619 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.
📈

Growing discovery — still being found

54 → 82 → 52 → 88 → 64 new funds/Q
New funds entering each quarter: 82 → 52 → 88 → 64. A growing number of institutions are discovering IQLT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 54% veterans vs 27% newcomers

■ 54% veterans ■ 19% 1-2yr ■ 27% new
Entry-cohort mix of 619 holders: 333 (54%) are 2+ year veterans, 118 entered 1–2 years ago, and 168 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
27 of 619 holders are among the 100 largest funds by AUM, controlling 54% 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.

Institutional Sentiment Summary — IQLT

In 2026 Q1, 277 hedge funds were net buyers of IQLT (64 opened a new position, 213 added to an existing one), while 281 reduced or exited (230 trimmed, 51 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in IQLT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 619.

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

-- --

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

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

Signal Freshness measures how much IQLT 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 · 80d ago
IQLT
+6.7%
SPY
+13.9%

IQLT outperformed SPY by -7.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
IQLT
+3.6%
SPY
+0.2%

Since the filing became public, IQLT outperformed SPY by +3.4% .

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.

17 top-rated funds 24 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: IQLT
608 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 608 606 0.33%
13F Shares 227M 233M -2.35%
Total Value $10.37B $10.72B -3.27%
New Positions 60 88 -28
Increased Positions 209 271 -62
Closed Positions 58 42 +16
Reduced Positions 229 174 +55
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IQLT

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Financial Highlights

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Institutional Holders (2026 Q1)

608 + investors

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

QUARTER:
Top 25 IQLT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Valence8 US LP 13.67% 846,133 $39.1M
2 Silver Coast Investments LLC 13.07% 885,935 $41.0M
3 Bitterroot Capital Advisors LLC 10.61% 378,163 $17.5M
4 Altus Wealth Management, LLC 10.16% 494,554 $22.9M
5 Life Line Wealth Management LLC 10.16% 492,153 $22.8M
6 SOL Capital Management CO 9.81% 491,919 $20.2M
7 Longview Financial Advisors, Inc. 9.13% 323,061 $14.9M
8 Koenig Investment Advisory, LLC 8.07% 205,575 $9.5M
9 SVRN Asset Management, LLC 6.66% 148,750 $6.9M
10 Tobias Financial Advisors, INC. 6.62% 1,027,916 $47.5M
11 Carr Financial Group Corp 6.51% 534,022 $24.7M
12 Sunburst Financial Group, LLC 6.48% 760,685 $35.2M
13 Clearview Wealth Management LLC 6.46% 197,467 $9.1M
14 Opulen Financial Group LLC 6.05% 185,932 $8.6M
15 Paragon Capital Management Ltd 5.89% 606,170 $28.0M
16 D'Orazio & Associates, Inc. 5.79% 967,543 $44.7M
17 Harbor Group, Inc. 5.61% 839,848 $38.8M
18 Inlight Wealth Management, LLC 5.54% 323,714 $15.0M
19 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5.47% 6,839,909 $316.2M
20 Palladiem, LLC 5.32% 115,219 $5.6M
21 Sage Mountain Advisors LLC 5.27% 1,627,732 $75.3M
22 MBA Advisors LLC 5.23% 294,723 $13.6M
23 Genesis Wealth Advisors, LLC 5.16% 167,071 $7.7M
24 Enzi Wealth 5.04% 314,349 $14.5M
25 MFA Wealth Services 4.47% 145,966 $6.7M
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 — 11 quarters in a row: For 11 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?

Slight buying edge — 50% buying: Last quarter: 277 funds bought or added vs 281 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 IQLT holders?

Elite ownership — 54% AUM from top-100 funds: 27 of 619 holders are among the 100 largest funds by AUM, controlling 54% 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?

51% of holders stayed for 2+ years: 318 out of 619 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.

Is it too late to buy Ishares Tr (IQLT) following the 2026 Q1 hedge fund 13F filings?

As of today, IQLT has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), IQLT has gained +6.7% vs +13.9% 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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