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
↑ +104
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — ITOT

Based on 1721 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
1,721 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 — +19% more funds vs a year ago

fund count last 6Q
+272 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

788 buying658 selling
Last quarter: 788 funds bought or added vs 658 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 (+60 vs last Q)

new funds entering per quarter
Funds opening a new ITOT position: 130 → 216 → 128 → 188. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 19% new
1,036 out of 1,721 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.
💰

Value +21% but shares only +4% — price-driven

Value
+20%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +21%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~188 new funds/quarter

147 → 130 → 216 → 128 → 188 new funds/Q
New funds entering each quarter: 130 → 216 → 128 → 188. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 23% newcomers

■ 61% veterans ■ 16% 1-2yr ■ 23% new
Entry-cohort mix of 1,726 holders: 1,056 (61%) are 2+ year veterans, 270 entered 1–2 years ago, and 400 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
34 of 1718 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in ITOT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 Q2, 788 hedge funds were net buyers of ITOT (188 opened a new position, 600 added to an existing one), while 658 reduced or exited (574 trimmed, 84 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 57% of total institutional value in ITOT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +104 funds (more new holders than closures). Total institutional holders: 1721.

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 Q2 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 June 30, 2026 · 87d ago
ITOT
+1.9%
SPY
+3.1%

ITOT outperformed SPY by -1.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 42d ago
ITOT
-1.5%
SPY
-1.8%

Since the filing became public, ITOT outperformed SPY by +0.3% .

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 ?
Growing Institutional Interest

Quality funds are building positions — conviction is rising but not yet widespread.

36 top-rated funds 86 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
6.6
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 1704 1617 5.38%
13F Shares 374M 360M 4.06%
Total Value $58.79B $48.67B 20.79%
New Positions 180 128 +52
Increased Positions 599 601 -2
Closed Positions 90 136 -46
Reduced Positions 565 525 +40
Total Calls 4 4 -
Total Puts 3 3 -
PUT/CALL Ratio 0.75 0.75 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 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cisco Systems, INC. 52.60% 1,297,500 $213.1M
2 Claar Advisors LLC 52.58% 993,607 $163.2M
3 Independent Order of Foresters 37.36% 233,510 $38.4M
4 Aspirean Wealth, LLC 37.32% 244,442 $40.2M
5 Prism Planning Partners LLC 30.30% 174,303 $28.6M
6 Steffes Financial, Ltd. 28.53% 402,246 $66.1M
7 LJI Wealth Management, LLC 27.24% 1,183,884 $194.5M
8 Coquina Private Wealth LLC 26.29% 235,715 $38.7M
9 Wick Capital Partners, LLC 25.68% 1,036,086 $170.2M
10 Smallwood Wealth Investment Management, LLC 24.95% 347,654 $57.1M
11 Financial Designs Corp 24.76% 281,221 $46.2M
12 E-Wealth Partners, LLC 24.46% 205,972 $33.8M
13 Provenance Wealth Advisors, LLC 23.39% 1,494,425 $245.5M
14 Friday Financial 23.00% 523,396 $85.9M
15 MJT & Associates Financial Advisory Group, Inc. 21.31% 196,157 $32.2M
16 Life Planning Partners, Inc 19.74% 161,686 $26.6M
17 Disciplina Capital Management LLC 19.36% 1,140,744 $187.4M
18 Goldstein Advisors, LLC 18.70% 1,245,712 $204.6M
19 Durante & Waters, LLC 18.39% 170,830 $28.1M
20 Finhabits Advisors LLC 18.36% 132,959 $21.8M
21 Kondo Wealth Advisors, Inc. 18.00% 327,735 $53.8M
22 MontVue Capital Management, Inc. 17.60% 186,235 $30.6M
23 SigFig Wealth Management, LLC 17.59% 4,070,270 $663.7M
24 Steinberganna Wealth Management 17.59% 263,439 $43.3M
25 TD Capital Management LLC 17.12% 1,275,016 $209.4M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 54% buying: Last quarter: 788 funds bought or added vs 658 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?

Elite ownership — 57% AUM from top-100 funds: 34 of 1718 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in ITOT. 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 ITOT?

60% of holders stayed for 2+ years: 1,036 out of 1,721 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 Q2 hedge fund 13F filings?

As of today, ITOT has moved -1.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (June 30, 2026), ITOT has gained +1.9% vs +3.1% 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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