Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ITA)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +98
Streak
7Q ▲
Buyers last Q
64%

Smart Money Signals — ITA

Based on 910 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added ITA 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
910 hedge funds hold ITA 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 — +42% more funds vs a year ago

fund count last 6Q
+270 new funds entered over the past year (+42% 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 — 64% buying

506 buying290 selling
Last quarter: 506 funds were net buyers (160 opened a brand new position + 346 added to an existing one). Only 290 were sellers (228 trimmed + 62 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~160 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 80 → 108 → 165 → 160. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

49% conviction (2yr+) 20% medium 30% new
450 out of 910 hedge funds have held ITA 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.
🚀

Acceleration phase — new buyers rushing in

98 → 80 → 108 → 165 → 160 new funds/Q
New funds entering each quarter: 80 → 108 → 165 → 160. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 53% of holders stayed 2+ years

53% veterans 12% 1-2yr 35% new
Of 923 current holders: 487 (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 — 53% AUM from top-100 funds

53% from top-100 AUM funds
22 of 910 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in ITA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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: ITA

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

Market Analysis: ITA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ITA

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

64 top-rated funds 10 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
5.7
/ 10
conviction
Hedge Fund Positioning: ITA
2026 Q1 Stats Unlock in 19 days 923 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 923 827 11.61%
13F Shares 36M 34M 7.61%
Total Value $7.41B $7.07B 4.88%
New Positions 161 166 -5
Increased Positions 357 357 -
Closed Positions 66 55 +11
Reduced Positions 245 192 +53
Total Calls 8 10 -20.0%
Total Puts 8 11 -27.27%
PUT/CALL Ratio 1.0 1.1 Neutral

Statistics: ITA

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

923 + investors

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

Top 25 institutional holders of ITA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MinichMacGregor Wealth Management, LLC 4.96% 128,568 $28.1M
2 Cadent Capital Advisors, LLC 4.85% 85,744 $18.8M
3 LITTLEJOHN FINANCIAL SERVICES, INC. 3.96% 24,091 $5.3M
4 ARRIEN INVESTMENTS, INC. 3.92% 33,061 $7.2M
5 PARAGON FINANCIAL PARTNERS, INC. 3.82% 28,622 $6.7M
6 COTTONWOOD CAPITAL ADVISORS, LLC 3.81% 24,715 $5.4M
7 FOCUS Wealth Advisors, LLC 3.64% 34,018 $7.4M
8 MRA Advisory Group 3.35% 37,593 $8.2M
9 WealthCare Investment Partners, LLC 3.27% 52,153 $11.8M
10 Capstone Wealth Management Group LLC 3.00% 22,319 $4.9M
11 Deane Retirement Strategies, Inc. 2.98% 33,876 $7.4M
12 HERBST GROUP, LLC 2.51% 18,558 $4.1M
13 Bluesphere Advisors LLC 2.42% 31,180 $6.8M
14 Breachway Investments LLC 2.10% 9,799 $2.2M
15 PW Nova Financial Services LLC 2.02% 23,972 $5.3M
16 Stone House Investment Management, LLC 1.93% 49,138 $10.7M
17 BCS Private Wealth Management, Inc. 1.82% 27,351 $6.0M
18 Accel Wealth Management 1.64% 28,809 $6.3M
19 INTERACTIVE FINANCIAL ADVISORS, INC. 1.63% 11,398 $2.5M
20 Future Financial Wealth Managment LLC 1.58% 10,482 $2.5M
21 Tepp RIA, LLC 1.51% 8,814 $1.9M
22 Odyssey Capital Advisors, Inc. 1.49% 7,600 $1.7M
23 STEPHEN J. GARRY & ASSOCIATES, LLC 1.39% 7,892 $1.7M
24 FINANCIAL LIFE ADVISORS 1.35% 19,746 $4.3M
25 Ignite Planners, LLC 1.31% 38,927 $8.5M
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 (ITA)

What does the Smart Money Trend signal show for ITA?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added ITA 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 ITA?

More buyers than sellers — 64% buying: Last quarter: 506 funds were net buyers (160 opened a brand new position + 346 added to an existing one). Only 290 were sellers (228 trimmed + 62 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ITA holders?

Elite ownership — 53% AUM from top-100 funds: 22 of 910 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in ITA. 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 ITA?

49% of holders stayed for 2+ years: 450 out of 910 hedge funds have held ITA 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.