Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWL)

234 + 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
↑ +10
Streak
11Q ▲
Buyers last Q
48%

Smart Money Signals — IWL

Based on 234 hedge funds · latest filing: 2026 Q2 · 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
234 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

101 buying109 selling
Last quarter: 109 funds reduced or exited vs 101 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.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 35 → 30 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 25% medium ■ 25% new
116 out of 234 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

27 → 20 → 35 → 30 → 33 new funds/Q
New funds entering each quarter: 20 → 35 → 30 → 33. A growing number of institutions are discovering IWL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 51% veterans vs 29% newcomers

■ 51% veterans ■ 21% 1-2yr ■ 29% new
Entry-cohort mix of 234 holders: 119 (51%) are 2+ year veterans, 48 entered 1–2 years ago, and 67 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
22 of 234 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q2, 101 hedge funds were net buyers of IWL (33 opened a new position, 68 added to an existing one), while 109 reduced or exited (86 trimmed, 23 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in IWL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 234.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 9 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: IWL
234 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 234 224 4.46%
13F Shares 9M 8M 6.87%
Total Value $1.57B $1.31B 19.47%
New Positions 33 30 +3
Increased Positions 68 70 -2
Closed Positions 23 26 -3
Reduced Positions 86 75 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IWL

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Institutional Holders (2026 Q2)

234 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FreeGulliver LLC 13.68% 209,733 $38.8M
2 Richmond Investment Services, LLC 12.77% 218,146 $40.3M
3 Searcy Financial Services Inc /Adv 11.10% 178,911 $33.1M
4 Reliant Wealth Planning 10.94% 215,106 $39.8M
5 Gilbert & Cook, Inc. 10.82% 508,409 $94.0M
6 Tompkins Financial Corp 6.49% 501,427 $92.7M
7 KM Capital Management Ltd. 6.43% 74,015 $13.7M
8 Arcadia Investment Advisors LLC 5.75% 73,700 $13.6M
9 Winter & Associates, Inc. 4.80% 34,510 $6.4M
10 George Kaiser Family Foundation 4.41% 248,501 $46.0M
11 Manchester Financial Inc 4.01% 121,917 $22.5M
12 Prescott Group Capital Management, L.L.C. 3.97% 248,501 $46.0M
13 Holos Integrated Wealth LLC 2.93% 33,849 $6.3M
14 ShoreHaven Wealth Partners, LLC 2.28% 39,152 $7.2M
15 Heck Capital Advisors, LLC 2.26% 204,621 $37.8M
16 Veridan Wealth LLC 2.24% 35,548 $6.6M
17 Strategic Equity Management 2.08% 33,422 $6.2M
18 Legacy Advisory Services, LLC 1.99% 15,321 $2.8M
19 Woodard & Co Asset Management Group Inc /Adv 1.95% 72,990 $13.5M
20 Granite Islands Private Wealth, LLC 1.66% 12,103 $2.2M
21 Moneywise, INC. 1.25% 18,127 $3.4M
22 Family Capital Management, Inc. 0.99% 13,832 $2.6M
23 Boyd Wealth Management, LLC 0.96% 13,775 $2.5M
24 First American Trust, Fsb 0.86% 76,906 $14.2M
25 Forefront Wealth Partners, LLC 0.74% 12,946 $2.4M
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 (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?

More sellers than buyers — 48% buying: Last quarter: 109 funds reduced or exited vs 101 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 IWL holders?

Strong quality — 31% AUM from major funds: 22 of 234 holders rank in the top 100 by AUM, accounting for 31% 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?

50% of holders stayed for 2+ years: 116 out of 234 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.

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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