Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +81
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — IWB

Based on 1548 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 IWB 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
1,548 hedge funds hold IWB 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 — +12% more funds vs a year ago

fund count last 6Q
+171 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

524 buying634 selling
Last quarter: 634 funds reduced or exited vs 524 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+42 vs last Q)

new funds entering per quarter
Funds opening a new IWB position: 101 → 155 → 110 → 152. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 15% new
1,033 out of 1,548 hedge funds have held IWB 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 — ~152 new funds/quarter

139 → 101 → 155 → 110 → 152 new funds/Q
New funds entering each quarter: 101 → 155 → 110 → 152. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Entry-cohort mix of 1,552 holders: 1,073 (69%) are 2+ year veterans, 176 entered 1–2 years ago, and 303 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
44 of 1547 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in IWB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — IWB

In 2026 Q2, 524 hedge funds were net buyers of IWB (152 opened a new position, 372 added to an existing one), while 634 reduced or exited (563 trimmed, 71 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 52% of total institutional value in IWB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +81 funds (more new holders than closures). Total institutional holders: 1548.

Hedge Fund Ownership: IWB

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

Market Analysis: IWB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWB

-- --

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

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

Signal Freshness measures how much IWB 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 · 78d ago
IWB
+0.9%
SPY
+5.2%

IWB outperformed SPY by -4.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 33d ago
IWB
-2.9%
SPY
-2.3%

Since the filing became public, IWB outperformed SPY by -0.6% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 42 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: IWB
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1537 1467 4.77%
13F Shares 96M 97M -0.8%
Total Value $38.83B $34.18B 13.6%
New Positions 147 110 +37
Increased Positions 367 418 -51
Closed Positions 76 116 -40
Reduced Positions 562 506 +56
Total Calls 3 3 -
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: IWB

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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 IWB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IWB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fiduciary Counselling Inc 32.76% 32,448 $13.3M
2 MPS Loria Financial Planners, LLC 32.71% 347,484 $142.3M
3 Brewster Financial Planning LLC 26.76% 119,018 $48.7M
4 Hippocratic Financial Advisors, LLC 24.49% 158,526 $64.9M
5 Hoge Financial Services, LLC 21.86% 111,486 $45.7M
6 Legacy Wealth Management, LLC 15.05% 702,613 $287.7M
7 Sentinel Wealth Management, INC. 14.88% 51,542 $21.1M
8 Gray Private Wealth, LLC 14.75% 83,372 $34.1M
9 Red Cedar Investment Management, LLC 14.73% 379,919 $155.6M
10 Paladin Partners, LLC 14.17% 52,335 $21.4M
11 Arbor Investment Advisors, LLC 13.20% 284,885 $116.7M
12 Napier Financial, LLC 13.04% 152,880 $62.6M
13 Capstone Financial Advisors, Inc. 12.72% 637,495 $261.1M
14 Millburn Ridgefield LLC /DE/ 12.70% 1,637,759 $670.7M
15 Nicholson Meyer Capital Management, Inc. 12.15% 44,553 $18.2M
16 Formulate Financial LLC 11.26% 26,128 $10.7M
17 Catalyst Capital Advisors LLC 11.12% 1,637,759 $670.7M
18 Mason & Associates Inc 10.99% 166,139 $68.0M
19 Mullaney, Keating & Wright, Inc. 10.30% 52,031 $21.3M
20 Paragon Capital Management LLC 10.13% 53,446 $21.9M
21 Chartist Inc /Ca/ 9.94% 38,886 $15.9M
22 Act Wealth Management, LLC 9.80% 81,458 $33.4M
23 Northstar Financial Companies, Inc. 9.18% 33,254 $13.6M
24 Franklin, Parlapiano, Turner & Welch, LLC 8.51% 91,894 $37.6M
25 Enclave Advisors LLC 8.28% 159,905 $65.5M
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 (IWB)

What does the Smart Money Trend signal show for IWB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IWB 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 IWB?

More sellers than buyers — 45% buying: Last quarter: 634 funds reduced or exited vs 524 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IWB holders?

Elite ownership — 52% AUM from top-100 funds: 44 of 1547 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in IWB. 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 IWB?

67% of holders stayed for 2+ years: 1,033 out of 1,548 hedge funds have held IWB 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 (IWB) following the 2026 Q2 hedge fund 13F filings?

As of today, IWB has moved -2.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (June 30, 2026), IWB has gained +0.9% 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.

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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