Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ITA)

1K + Investors. Track Smart Money conviction in ITA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +51
Streak
8Q ▲
Buyers last Q
59%

Smart Money Signals — ITA

Based on 1027 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
1,027 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 — +49% more funds vs a year ago

fund count last 6Q
+340 new funds entered over the past year (+49% 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 — 59% buying

571 buying396 selling
Last quarter: 571 funds bought or added vs 396 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 — ~171 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 116 → 179 → 175 → 171. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 23% medium ■ 29% new
489 out of 1,027 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.
📈

Growing discovery — still being found

85 → 116 → 179 → 175 → 171 new funds/Q
New funds entering each quarter: 116 → 179 → 175 → 171. A growing number of institutions are discovering ITA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 12% 1-2yr ■ 36% new
Of 1,043 current holders: 534 (51%) 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 — 57% AUM from top-100 funds

57% from top-100 AUM funds
32 of 1027 holders are among the 100 largest funds by AUM, controlling 57% 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.

Institutional Sentiment Summary — ITA

In 2026 Q1, 571 hedge funds were net buyers of ITA (171 opened a new position, 400 added to an existing one), while 396 reduced or exited (276 trimmed, 120 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in ITA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +51 funds (more new holders than closures). Total institutional holders: 1027.

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

-- --

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

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

Signal Freshness measures how much ITA 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 · 77d ago
ITA
+8.9%
SPY
+15.9%

ITA outperformed SPY by -7.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
ITA
+9.7%
SPY
+2.0%

Since the filing became public, ITA outperformed SPY by +7.7% .

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 ?
Broad Consensus, Selective Conviction

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

39 top-rated funds 11 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
5.1
/ 10
conviction
Hedge Fund Positioning: ITA
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1009 976 3.38%
13F Shares 30M 37M -19.01%
Total Value $6.35B $7.49B -15.21%
New Positions 166 175 -9
Increased Positions 396 361 +35
Closed Positions 133 65 +68
Reduced Positions 265 237 +28
Total Calls 11 8 37.5%
Total Puts 7 8 -12.5%
PUT/CALL Ratio 0.64 1.0 Bullish

Statistics: ITA

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

QUARTER:
Top 25 ITA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Chicago Wealth Management, Inc. 6.49% 74,340 $16.3M
2 MinichMacGregor Wealth Management, LLC 4.96% 128,568 $28.1M
3 Cadent Capital Advisors, LLC 4.85% 85,744 $18.8M
4 360 Financial, Inc. 4.34% 65,869 $14.4M
5 Littlejohn Financial Services, INC. 3.96% 24,091 $5.3M
6 Arrien Investments, INC. 3.92% 33,061 $7.2M
7 Stonegate Management LLC 3.88% 27,958 $5.9M
8 Paragon Financial Partners, INC. 3.82% 28,622 $6.7M
9 Cottonwood Capital Advisors, LLC 3.81% 24,715 $5.4M
10 FOCUS Wealth Advisors, LLC 3.64% 34,018 $7.4M
11 New Wave Wealth Advisors LLC 3.60% 47,386 $10.4M
12 MRA Advisory Group 3.35% 37,593 $8.2M
13 Indie Asset Partners, LLC 3.30% 13,221 $2.9M
14 WealthCare Investment Partners, LLC 3.27% 52,153 $11.8M
15 Risk Paradigm Group, LLC 3.15% 16,889 $3.7M
16 Capstone Wealth Management Group LLC 3.00% 22,319 $4.9M
17 Deane Retirement Strategies, Inc. 2.98% 33,876 $7.4M
18 5th Street Advisors, LLC 2.76% 29,320 $6.4M
19 Kilter Group LLC 2.72% 28,878 $6.3M
20 Herbst Group, LLC 2.51% 18,558 $4.1M
21 Bluesphere Advisors LLC 2.42% 31,180 $6.8M
22 Excelsior Advisor Network LLC 2.28% 27,358 $6.0M
23 Cdkv Holdings LLC 2.27% 11,847 $2.6M
24 Breachway Investments LLC 2.10% 9,799 $2.2M
25 PW Nova Financial Services LLC 2.02% 23,972 $5.3M
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 — 8 quarters in a row: For 8 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?

Slight buying edge — 59% buying: Last quarter: 571 funds bought or added vs 396 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 ITA holders?

Elite ownership — 57% AUM from top-100 funds: 32 of 1027 holders are among the 100 largest funds by AUM, controlling 57% 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?

48% of holders stayed for 2+ years: 489 out of 1,027 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.

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

As of today, ITA has moved +9.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +7.7%. Since the quarter end (March 31, 2026), ITA has gained +8.9% vs +15.9% 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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