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
↑ +79
Streak
1Q ▲
Buyers last Q
94%

Smart Money Signals — IWF

Based on 2515 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 IWF 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
2,515 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 — +12% more funds vs a year ago

fund count last 6Q
+260 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 buyers than sellers — 94% buying

2460 buying153 selling
Last quarter: 2,460 funds were net buyers (199 opened a brand new position + 2261 added to an existing one). Only 153 were sellers (33 trimmed + 120 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+44 vs last Q)

new funds entering per quarter
Funds opening a new IWF position: 167 → 281 → 155 → 199. 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
1,678 out of 2,515 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.
💎

Buying through price weakness — shares +301%, value +19%

Value
+19%
Shares
+301%
Last quarter: funds added +301% more shares while total portfolio value only changed +19%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

210 → 167 → 281 → 155 → 199 new funds/Q
New funds entering each quarter: 167 → 281 → 155 → 199. IWF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 68% veterans vs 19% newcomers

■ 68% veterans ■ 14% 1-2yr ■ 19% new
Entry-cohort mix of 2,523 holders: 1,708 (68%) are 2+ year veterans, 348 entered 1–2 years ago, and 467 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
49 of 2510 holders are among the 100 largest funds by AUM, controlling 60% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 2460 hedge funds were net buyers of IWF (199 opened a new position, 2261 added to an existing one), while 153 reduced or exited (33 trimmed, 120 sold completely) — a 94% buyer ratio, indicating clear institutional accumulation. 60% of total institutional value in IWF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +79 funds (more new holders than closures). Total institutional holders: 2515.

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 Q3 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 September 30, 2026 · 45d ago
IWF
-8.7%
SPY
-1.1%

IWF outperformed SPY by -7.6% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
IWF
+0.0%
SPY
+0.0%

Since the filing became public, IWF outperformed SPY by +0.0% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

46 top-rated funds 109 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: IWF
2026 Q3 Stats Unlock in 5 days 2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2493 2436 2.34%
13F Shares 786M 196M 301.05%
Total Value $96.66B $80.95B 19.4%
New Positions 190 155 +35
Increased Positions 2254 720 +1534
Closed Positions 128 196 -68
Reduced Positions 28 936 -908
Total Calls 4 4 -
Total Puts 8 9 -11.11%
PUT/CALL Ratio 2.0 2.25 Bearish

Statistics: IWF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q3)

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:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 IWF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lwm Advisors Inc 19.73% 208,660 $26.1M
2 Bluesphere Advisors LLC 19.15% 497,202 $62.3M
3 Ryan Investment Management, Inc. 16.43% 313,108 $39.2M
4 Cooksen Wealth, LLC 16.43% 209,548 $26.8M
5 Cedar Mountain Advisors, LLC 16.09% 757,655 $94.9M
6 Nestegg Advisors, INC. 16.05% 194,854 $24.4M
7 GLOBALT Investments LLC / GA 15.38% 3,567,446 $446.9M
8 71 West Capital Partners 14.39% 3,510,389 $439.7M
9 Ball & Co Wealth Management Inc. 14.39% 168,740 $21.1M
10 Paulson Wealth Management Inc. 14.24% 546,686 $68.5M
11 15 Wealth Advisors LLC 13.95% 444,602 $55.7M
12 1st Source Bank 13.71% 2,485,890 $311.4M
13 Blodgett Wealth Advisors, LLC 13.48% 157,952 $19.8M
14 Walsh & Associates, LLC 13.39% 139,084 $17.4M
15 Proathlete Wealth Management LLC 12.87% 469,060 $58.8M
16 VAUGHAN & Co SECURITIES, INC. 12.78% 216,801 $27.2M
17 Go Invest LLC 12.75% 480,978 $60.2M
18 Signaturefd, LLC 11.91% 7,381,400 $924.6M
19 Corundum Group, Inc. 11.34% 344,169 $43.1M
20 Sylvest Advisors, LLC 11.00% 197,072 $24.7M
21 Objectivity Squared, LLC 10.97% 152,783 $19.1M
22 Hackensack Meridian Health, Inc. 10.80% 1,313,600 $164.5M
23 Beirne Wealth Consulting Services, LLC 10.41% 419,706 $52.6M
24 Clientfirst Wealth Management, LLC 10.16% 112,086 $14.0M
25 E&G Advisors, LLC 9.68% 400,992 $50.3M
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

Stocks with similar institutional ownership

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Frequently Asked Questions — Ishares Tr (IWF)

What does the Smart Money Trend signal show for IWF?

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

More buyers than sellers — 94% buying: Last quarter: 2,460 funds were net buyers (199 opened a brand new position + 2261 added to an existing one). Only 153 were sellers (33 trimmed + 120 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IWF holders?

Elite ownership — 60% AUM from top-100 funds: 49 of 2510 holders are among the 100 largest funds by AUM, controlling 60% 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: 1,678 out of 2,515 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 Q3 hedge fund 13F filings?

As of today, IWF has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), IWF has gained -8.7% vs -1.1% 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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