Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWL)

222 + Investors. Track Smart Money conviction in IWL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
11Q ▲
Buyers last Q
50%

Smart Money Signals — IWL

Based on 224 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IWL 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
224 hedge funds hold IWL 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 50% buying

100 buying100 selling
Last quarter: 100 funds bought or added vs 100 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.
➡️

Steady new buyers — ~30 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 27 → 20 → 34 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 29% medium ■ 23% new
107 out of 224 hedge funds have held IWL 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

22 → 27 → 20 → 34 → 30 new funds/Q
New funds entering each quarter: 27 → 20 → 34 → 30. A growing number of institutions are discovering IWL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 49% veterans vs 30% newcomers

■ 49% veterans ■ 21% 1-2yr ■ 30% new
Entry-cohort mix of 224 holders: 110 (49%) are 2+ year veterans, 47 entered 1–2 years ago, and 67 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
20 of 224 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — IWL

In 2026 Q1, 100 hedge funds were net buyers of IWL (30 opened a new position, 70 added to an existing one), while 100 reduced or exited (75 trimmed, 25 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in IWL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 224.

Hedge Fund Ownership: IWL

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

Market Analysis: IWL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWL

-- --

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

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

Signal Freshness measures how much IWL 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 · 80d ago
IWL
nan%
SPY
+13.9%

IWL outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
IWL
nan%
SPY
+0.2%

Since the filing became public, IWL outperformed SPY by nan% .

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.

7 top-rated funds 9 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IWL
222 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 222 219 1.37%
13F Shares 8M 8M -0.69%
Total Value $1.31B $1.43B -8.23%
New Positions 29 34 -5
Increased Positions 69 63 +6
Closed Positions 26 16 +10
Reduced Positions 75 75 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IWL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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 Q1)

222 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IWL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IWL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FreeGulliver LLC 14.60% 215,824 $34.6M
2 Searcy Financial Services Inc /Adv 10.83% 182,040 $29.2M
3 Gilbert & Cook, Inc. 10.70% 516,367 $82.9M
4 Richmond Investment Services, LLC 10.63% 409,892 $65.8M
5 Reliant Wealth Planning 10.04% 206,913 $33.2M
6 Capital Developers, LLC 7.23% 50,010 $8.0M
7 Tompkins Financial Corp 6.38% 498,861 $80.1M
8 Arcadia Investment Advisors LLC 5.51% 72,707 $11.7M
9 Manchester Financial Inc 3.68% 119,611 $19.2M
10 Winter & Associates, Inc. 2.86% 20,075 $3.3M
11 Holos Integrated Wealth LLC 2.71% 32,922 $5.4M
12 George Kaiser Family Foundation 2.44% 134,450 $21.6M
13 Heck Capital Advisors, LLC 2.44% 204,621 $32.8M
14 ShoreHaven Wealth Partners, LLC 2.26% 39,211 $6.3M
15 Veridan Wealth LLC 2.17% 36,558 $5.9M
16 Prescott Group Capital Management, L.L.C. 2.15% 134,450 $21.6M
17 Strategic Equity Management 2.11% 34,978 $5.6M
18 Woodard & Co Asset Management Group Inc /Adv 1.87% 72,924 $11.7M
19 Legacy Advisory Services, LLC 1.79% 14,626 $2.3M
20 Redstone Wealth Management, LLC 1.65% 12,894 $2.1M
21 Granite Islands Private Wealth, LLC 1.27% 8,572 $1.4M
22 Moneywise, INC. 1.01% 14,480 $2.3M
23 Family Capital Management, Inc. 0.99% 13,819 $2.2M
24 Boyd Wealth Management, LLC 0.96% 14,081 $2.3M
25 Forefront Wealth Partners, LLC 0.88% 13,032 $2.1M
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 (IWL)

What does the Smart Money Trend signal show for IWL?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IWL 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 IWL?

Slight buying edge — 50% buying: Last quarter: 100 funds bought or added vs 100 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 IWL holders?

Strong quality — 32% AUM from major funds: 20 of 224 holders rank in the top 100 by AUM, accounting for 32% 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 IWL?

48% of holders stayed for 2+ years: 107 out of 224 hedge funds have held IWL 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 (IWL) following the 2026 Q1 hedge fund 13F filings?

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

Full history →