Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -44
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — IWF

Based on 2429 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 IWF 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 (98% of max)

98% of all-time peak
2,429 hedge funds hold IWF 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 — +13% more funds vs a year ago

fund count last 6Q
+271 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 43% buying

873 buying1134 selling
Last quarter: 1,134 funds reduced or exited vs 873 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.
⚠️

Fewer new buyers each quarter (-128 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 208 → 165 → 280 → 152. 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.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 19% medium ■ 14% new
1,627 out of 2,429 hedge funds have held IWF 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.
📈

Growing discovery — still being found

133 → 208 → 165 → 280 → 152 new funds/Q
New funds entering each quarter: 208 → 165 → 280 → 152. A growing number of institutions are discovering IWF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 15% 1-2yr ■ 18% new
Of 2,438 current holders: 1,651 (68%) 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.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
45 of 2429 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in IWF. 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 — IWF

In 2026 Q1, 873 hedge funds were net buyers of IWF (152 opened a new position, 721 added to an existing one), while 1134 reduced or exited (938 trimmed, 196 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 58% of total institutional value in IWF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -44 funds (more exits than new entries). Total institutional holders: 2429.

Hedge Fund Ownership: IWF

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

Market Analysis: IWF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWF

-- --

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

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

Signal Freshness measures how much IWF 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 · 73d ago
IWF
+13.6%
SPY
+11.7%

IWF outperformed SPY by +1.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
IWF
-2.6%
SPY
-1.7%

Since the filing became public, IWF outperformed SPY by -0.9% .

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.

80 top-rated funds 106 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
7.0
/ 10
conviction
Hedge Fund Positioning: IWF
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2404 2473 -2.79%
13F Shares 196M 197M -0.85%
Total Value $80.83B $93.18B -13.25%
New Positions 142 280 -138
Increased Positions 716 736 -20
Closed Positions 211 122 +89
Reduced Positions 922 866 +56
Total Calls 4 4 -
Total Puts 9 7 28.57%
PUT/CALL Ratio 2.25 1.75 Bearish

Statistics: IWF

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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 IWF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IWF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Covenant Partners, LLC 30.31% 219,004 $103.7M
2 Lwm Advisors Inc 19.14% 51,740 $22.1M
3 Bluesphere Advisors LLC 18.64% 122,946 $52.4M
4 Nestegg Advisors, INC. 17.43% 46,553 $19.9M
5 71 West Capital Partners 16.50% 879,787 $375.1M
6 Cedar Mountain Advisors, LLC 16.07% 192,689 $82.2M
7 Sheridan Capital Management, LLC 16.02% 71,267 $30.4M
8 Cooksen Wealth, LLC 15.79% 50,991 $21.7M
9 Walsh & Associates, LLC 14.81% 31,738 $15.0M
10 GLOBALT Investments LLC / GA 14.30% 940,582 $401.1M
11 Blodgett Wealth Advisors, LLC 14.19% 41,985 $17.9M
12 Paulson Wealth Management Inc. 14.13% 141,453 $60.3M
13 Hackensack Meridian Health, Inc. 13.21% 328,400 $140.0M
14 Proathlete Wealth Management LLC 13.09% 110,460 $47.2M
15 1st Source Bank 12.45% 565,705 $241.2M
16 Corundum Group, Inc. 12.17% 85,429 $36.4M
17 VAUGHAN & Co SECURITIES, INC. 11.84% 53,483 $22.8M
18 Signaturefd, LLC 11.76% 1,798,999 $767.1M
19 Bci Securities, INC. 11.75% 2,797 $1.2M
20 Waterway Wealth Management, LLC 11.27% 176,594 $51.0M
21 Saiph Capital, LLC 10.99% 68,082 $29.0M
22 MOR Wealth Management, LLC 10.45% 53,443 $22.8M
23 Clientfirst Wealth Management, LLC 10.17% 28,264 $12.1M
24 Objectivity Squared, LLC 10.13% 37,688 $16.1M
25 Sylvest Advisors, LLC 9.80% 43,223 $18.4M
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 (IWF)

What does the Smart Money Trend signal show for IWF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IWF 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 IWF?

More sellers than buyers — 43% buying: Last quarter: 1,134 funds reduced or exited vs 873 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 IWF holders?

Elite ownership — 58% AUM from top-100 funds: 45 of 2429 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in IWF. 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 IWF?

67% of holders stayed for 2+ years: 1,627 out of 2,429 hedge funds have held IWF 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 (IWF) following the 2026 Q1 hedge fund 13F filings?

As of today, IWF has moved -2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), IWF has gained +13.6% vs +11.7% 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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