Ishares Tr (ITA) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (ITA) following the 2026 Q2 hedge fund 13F filings?

As of today, ITA has moved -15.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of -13.2%. Since the quarter end (June 30, 2026), ITA gained -11.7% vs +5.2% 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.

Ishares Tr (ITA)

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

Smart Money Signals — ITA

Based on 1041 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q

For 9 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

1,041 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 — +39% more funds vs a year ago

fund count last 6Q

+294 new funds entered over the past year (+39% 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 — 53% buying

507 buying445 selling

Last quarter: 507 funds bought or added vs 445 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 (-37 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 180 → 176 → 171 → 134. 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.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 26% medium ■ 25% new

510 out of 1,041 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.

➡️

Steady discovery — ~134 new funds/quarter

118 → 180 → 176 → 171 → 134 new funds/Q

New funds entering each quarter: 180 → 176 → 171 → 134. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 53% veterans vs 34% newcomers

■ 53% veterans ■ 13% 1-2yr ■ 34% new

Entry-cohort mix of 1,056 holders: 562 (53%) are 2+ year veterans, 133 entered 1–2 years ago, and 361 (34%) 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

36 of 1037 holders are among the 100 largest funds by AUM, controlling 54% 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.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	1024	1028	-0.39%
13F Shares	31M	30M	3.0%
Total Value	$7.49B	$6.37B	17.6%
New Positions	128	171	-43
Increased Positions	364	400	-36
Closed Positions	128	122	+6
Reduced Positions	323	270	+53
Total Calls	8	11	-27.27%
Total Puts	9	7	28.57%
PUT/CALL Ratio	1.12	0.64	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1024

1028

-0.39%

13F Shares

31M

30M

3.0%

Total Value

$7.49B

$6.37B

17.6%

New Positions

128

171

-43

Increased Positions

364

400

-36

Closed Positions

128

122

Reduced Positions

323

270

+53

Total Calls

-27.27%

Total Puts

28.57%

PUT/CALL Ratio

1.12

0.64

Neutral

Institutional Holders (2026 Q2)

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ITA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Eschler Asset Management LLP	8.87%	20,571	$5.0M
2	Cottonwood Capital Advisors, LLC	4.64%	31,762	$7.7M
3	Cadent Capital Advisors, LLC	4.56%	91,179	$22.1M
4	Littlejohn Financial Services, INC.	4.31%	24,472	$5.9M
5	360 Financial, Inc.	4.19%	68,015	$16.5M
6	Surience Private Wealth LLC	4.15%	19,487	$4.7M
7	Paragon Financial Partners, INC.	3.98%	31,115	$7.5M
8	Arrien Investments, INC.	3.95%	32,282	$7.8M
9	FOCUS Wealth Advisors, LLC	3.78%	33,667	$8.2M
10	Risk Paradigm Group, LLC	3.43%	18,058	$4.4M
11	MRA Advisory Group	3.34%	37,956	$9.2M
12	Indie Asset Partners, LLC	3.22%	13,853	$3.4M
13	Capstone Wealth Management Group, Inc.	3.13%	21,426	$5.2M
14	WealthCare Investment Partners, LLC	3.05%	51,841	$12.6M
15	Kilter Group LLC	3.01%	34,326	$8.3M
16	Oasis Advisors, LLC	2.55%	16,219	$3.9M
17	MinichMacGregor Wealth Management, LLC	2.53%	68,882	$16.7M
18	Herbst Group, LLC	2.53%	19,140	$4.6M
19	Bluesphere Advisors LLC	2.30%	30,772	$7.5M
20	Maxele Advisors, LLC	2.25%	13,310	$3.2M
21	Cdkv Holdings LLC	2.17%	11,451	$2.8M
22	Phoenix Financial Ltd.	2.12%	1,278,993	$310.1M
23	5th Street Advisors, LLC	2.08%	22,526	$5.5M
24	BCS Private Wealth Management, Inc.	2.05%	28,094	$6.8M
25	Kraft, Davis & Associates, LLC	1.98%	39,541	$9.5M

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 — 9 quarters in a row: For 9 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 — 53% buying: Last quarter: 507 funds bought or added vs 445 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 — 54% AUM from top-100 funds: 36 of 1037 holders are among the 100 largest funds by AUM, controlling 54% 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: 510 out of 1,041 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 Q2 hedge fund 13F filings?

As of today, ITA has moved -15.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of -13.2%. Since the quarter end (June 30, 2026), ITA has gained -11.7% vs +5.2% 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.

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Ishares Tr (ITA)

Smart Money Signals — ITA

Buying streak — 9 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +39% more funds vs a year ago

Slight buying edge — 53% buying

Fewer new buyers each quarter (-37 vs last Q)

49% of holders stayed for 2+ years

Steady discovery — ~134 new funds/quarter

Veteran-anchored — 53% veterans vs 34% newcomers

Elite ownership — 54% AUM from top-100 funds

Institutional Sentiment Summary — ITA

Hedge Fund Ownership: ITA

Market Analysis: ITA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ITA

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

Hedge Fund Positioning: ITA

Statistics: ITA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (ITA)

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