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
↓ -8
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — ITOT

Based on 1616 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ITOT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,616 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 — +15% more funds vs a year ago

fund count last 6Q
+215 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

728 buying664 selling
Last quarter: 728 funds bought or added vs 664 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 (-88 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 146 → 130 → 216 → 128. 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.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 23% medium ■ 17% new
973 out of 1,616 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.
💰

Price up while funds trimmed (-4% value, -59% shares)

Value
-4%
Shares
-58%
Last quarter: total value of institutional ITOT holdings rose -4% even though funds reduced share count by 59%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

117 → 146 → 130 → 216 → 128 new funds/Q
New funds entering each quarter: 146 → 130 → 216 → 128. A growing number of institutions are discovering ITOT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 23% newcomers

■ 61% veterans ■ 16% 1-2yr ■ 23% new
Entry-cohort mix of 1,621 holders: 987 (61%) are 2+ year veterans, 260 entered 1–2 years ago, and 374 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
28 of 1614 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — ITOT

In 2026 Q1, 728 hedge funds were net buyers of ITOT (128 opened a new position, 600 added to an existing one), while 664 reduced or exited (528 trimmed, 136 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 33% of total institutional value in ITOT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 1616.

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

-- --

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

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

Signal Freshness measures how much ITOT 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 · 79d ago
ITOT
+15.5%
SPY
+13.9%

ITOT outperformed SPY by +1.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
ITOT
+2.4%
SPY
+0.2%

Since the filing became public, ITOT outperformed SPY by +2.2% .

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 ?
Strong Institutional Conviction

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

49 top-rated funds 82 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
6.3
/ 10
conviction
Hedge Fund Positioning: ITOT
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1599 1624 -1.54%
13F Shares 359M 871M -58.73%
Total Value $48.64B $50.91B -4.46%
New Positions 125 216 -91
Increased Positions 597 543 +54
Closed Positions 150 92 +58
Reduced Positions 519 539 -20
Total Calls 4 3 33.33%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.75 0.67 Neutral

Statistics: ITOT

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Valuation Measures Data as of: --

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

Financial Highlights

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Total Cash (mrq) --
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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.

QUARTER:
Top 25 ITOT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cisco Systems, INC. 61.65% 1,372,500 $195.5M
2 Claar Advisors LLC 48.01% 994,820 $141.7M
3 Aspirean Wealth, LLC 36.16% 233,757 $33.3M
4 Independent Order of Foresters 32.65% 233,510 $33.3M
5 Steffes Financial, Ltd. 29.53% 392,836 $56.0M
6 Prism Planning Partners LLC 28.47% 169,014 $24.1M
7 LJI Wealth Management, LLC 27.79% 1,221,359 $174.0M
8 Coquina Private Wealth LLC 25.89% 226,003 $32.2M
9 Smallwood Wealth Investment Management, LLC 25.71% 342,517 $48.8M
10 Wick Capital Partners, LLC 24.15% 929,652 $132.4M
11 E-Wealth Partners, LLC 23.01% 184,230 $27.4M
12 Friday Financial 22.80% 464,604 $66.2M
13 Provenance Wealth Advisors, LLC 22.77% 1,510,211 $215.1M
14 Financial Designs Corp 22.54% 284,249 $40.5M
15 MJT & Associates Financial Advisory Group, Inc. 21.13% 202,069 $28.8M
16 Disciplina Capital Management LLC 20.29% 1,343,930 $191.4M
17 Life Planning Partners, Inc 19.19% 176,509 $25.1M
18 Durante & Waters, LLC 18.78% 182,185 $25.9M
19 MontVue Capital Management, Inc. 18.62% 191,843 $27.3M
20 Finhabits Advisors LLC 18.27% 139,046 $19.8M
21 Steinberganna Wealth Management 17.99% 263,005 $37.5M
22 TD Capital Management LLC 17.17% 1,339,942 $190.8M
23 jvl associates llc 17.08% 357,629 $50.9M
24 Kondo Wealth Advisors, Inc. 17.03% 317,668 $45.2M
25 SigFig Wealth Management, LLC 16.88% 4,042,349 $575.8M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ITOT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ITOT?

Slight buying edge — 52% buying: Last quarter: 728 funds bought or added vs 664 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: 28 of 1614 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?

60% of holders stayed for 2+ years: 973 out of 1,616 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.

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

As of today, ITOT has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.2%. Since the quarter end (March 31, 2026), ITOT has gained +15.5% 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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