Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ITOT)

2K + Investors. Track Smart Money conviction in ITOT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +111
Streak
11Q ▲
Buyers last Q
55%

Smart Money Signals — ITOT

Based on 1510 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added ITOT 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
1,510 hedge funds hold ITOT 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 — +16% more funds vs a year ago

fund count last 6Q
+206 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

714 buying591 selling
Last quarter: 714 funds bought or added vs 591 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.
📈

More new buyers each quarter (+81 vs last Q)

new funds entering per quarter
Funds opening a new ITOT position: 102 → 136 → 116 → 197. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
931 out of 1,510 hedge funds have held ITOT 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.
💎

Buying through price weakness — shares +164%, value +5%

Value
+5%
Shares
+164%
Last quarter: funds added +164% more shares while total portfolio value only changed +5%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

160 → 102 → 136 → 116 → 197 new funds/Q
New funds entering each quarter: 102 → 136 → 116 → 197. A growing number of institutions are discovering ITOT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 14% 1-2yr ■ 25% new
Of 1,513 current holders: 913 (60%) 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.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
25 of 1510 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: ITOT

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

Market Analysis: ITOT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ITOT

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

86 top-rated funds 76 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
6.4
/ 10
conviction
Hedge Fund Positioning: ITOT
2026 Q1 Stats Unlock in 20 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1513 1404 7.76%
13F Shares 861M 326M 164.28%
Total Value $49.77B $47.18B 5.5%
New Positions 197 116 +81
Increased Positions 520 498 +22
Closed Positions 86 72 +14
Reduced Positions 512 502 +10
Total Calls 3 3 -
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: ITOT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

2K + investors

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

Top 25 institutional holders of ITOT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CISCO SYSTEMS, INC. 61.65% 1,372,500 $195.5M
2 Smallwood Wealth Investment Management, LLC 25.71% 342,517 $48.8M
3 Friday Financial 22.80% 464,604 $66.2M
4 Provenance Wealth Advisors, LLC 22.77% 1,510,211 $215.1M
5 Financial Designs Corp 22.54% 284,249 $40.5M
6 MJT & Associates Financial Advisory Group, Inc. 21.13% 202,069 $28.8M
7 Life Planning Partners, Inc 19.19% 176,509 $25.1M
8 MontVue Capital Management, Inc. 18.62% 191,843 $27.3M
9 STEINBERGANNA WEALTH MANAGEMENT 17.99% 263,005 $37.5M
10 jvl associates llc 17.08% 357,629 $50.9M
11 SigFig Wealth Management, LLC 16.88% 4,042,349 $575.8M
12 Trevian Wealth Management LLC 15.48% 220,249 $31.4M
13 Tanager Wealth Management LLP 15.26% 1,107,276 $157.7M
14 Ocean Park Asset Management, LLC 14.88% 306,121 $43.6M
15 FAMILY WEALTH PARTNERS, LLC 14.88% 306,121 $43.6M
16 CATALYST PRIVATE WEALTH, LLC 13.02% 168,802 $24.0M
17 Evensky & Katz LLC 12.81% 1,580,910 $225K
18 Hickory Point Bank & Trust 12.47% 132,700 $18.9M
19 Goldstein Advisors, LLC 12.23% 772,851 $110.1M
20 Aerodigm Wealth, LLC 11.59% 216,296 $30.8M
21 Winthrop Advisory Group LLC 11.27% 968,315 $137.9M
22 Aletheian Wealth Advisors LLC 11.20% 161,336 $23.0M
23 Friedenthal Financial 10.99% 153,842 $21.9M
24 Kaufman Rossin Wealth, LLC 10.86% 133,064 $19.0M
25 Auto-Owners Insurance Co 10.72% 3,595,344 $512.1M
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 (ITOT)

What does the Smart Money Trend signal show for ITOT?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added ITOT 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 ITOT?

Slight buying edge — 55% buying: Last quarter: 714 funds bought or added vs 591 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 ITOT holders?

Strong quality — 33% AUM from major funds: 25 of 1510 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ITOT?

62% of holders stayed for 2+ years: 931 out of 1,510 hedge funds have held ITOT 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.