Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IWL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
11Q ▲
Buyers last Q
51%

Smart Money Signals — IWL

Based on 212 hedge funds · latest filing: 2025 Q4 · 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
212 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 — +20% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

94 buying91 selling
Last quarter: 94 funds bought or added vs 91 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.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new IWL position: 21 → 26 → 19 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

48% conviction (2yr+) 31% medium 21% new
102 out of 212 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.
➡️

Steady discovery — ~32 new funds/quarter

42 → 21 → 26 → 19 → 32 new funds/Q
New funds entering each quarter: 21 → 26 → 19 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 51% of holders stayed 2+ years

51% veterans 15% 1-2yr 34% new
Of 212 current holders: 109 (51%) 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.

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
17 of 212 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.
3.8
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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 6 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: IWL
2026 Q1 Stats Unlock in 16 days 212 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 212 196 8.16%
13F Shares 8M 8M 4.79%
Total Value $1.42B $1.32B 7.19%
New Positions 32 19 +13
Increased Positions 62 68 -6
Closed Positions 16 16 -
Reduced Positions 75 66 +9
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 Q1)

212 + investors

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

Top 25 institutional holders of IWL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SEARCY FINANCIAL SERVICES INC /ADV 10.83% 182,040 $29.2M
2 Richmond Investment Services, LLC 10.63% 409,892 $65.8M
3 TOMPKINS FINANCIAL CORP 6.38% 498,861 $80.1M
4 ARCADIA INVESTMENT ADVISORS LLC 5.51% 72,707 $11.7M
5 MANCHESTER FINANCIAL INC 3.68% 119,611 $19.2M
6 Winter & Associates, Inc. 2.86% 20,075 $3.3M
7 Holos Integrated Wealth LLC 2.71% 32,922 $5.4M
8 Heck Capital Advisors, LLC 2.44% 204,621 $32.8M
9 Strategic Equity Management 2.11% 34,978 $5.6M
10 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1.87% 72,924 $11.7M
11 REDSTONE WEALTH MANAGEMENT, LLC 1.65% 12,894 $2.1M
12 GRANITE ISLANDS PRIVATE WEALTH, LLC 1.27% 8,572 $1.4M
13 MONEYWISE, INC. 1.01% 14,480 $2.3M
14 Family Capital Management, Inc. 0.99% 13,819 $2.2M
15 Boyd Wealth Management, LLC 0.96% 14,081 $2.3M
16 Forefront Wealth Partners, LLC 0.88% 13,032 $2.1M
17 Stronghold Wealth Management L.L.C. 0.71% 2,939 $472K
18 Noble Family Wealth, LLC 0.66% 20,015 $3.2M
19 Mason & Associates, LLC 0.66% 17,863 $2.9M
20 McKinley Carter Wealth Services, Inc. 0.53% 57,791 $9.3M
21 Compton Wealth Advisory Group, LLC 0.46% 12,672 $2.1M
22 Michels Family Financial, LLC 0.27% 2,326 $373K
23 Yanni & Associates Investment Advisors, LLC 0.26% 1,565 $251K
24 Annex Advisory Services, LLC 0.22% 74,071 $11.9M
25 CREATIVE FINANCIAL DESIGNS INC /ADV 0.20% 20,297 $3.3M
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

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 — 51% buying: Last quarter: 94 funds bought or added vs 91 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 — 31% AUM from major funds: 17 of 212 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?

48% of holders stayed for 2+ years: 102 out of 212 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.