Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWM)

3K + Investors. Track Smart Money conviction in IWM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +46
Streak
4Q ▲
Buyers last Q
48%

Smart Money Signals — IWM

Based on 2689 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IWM 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
2,689 hedge funds hold IWM 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
+308 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 — 48% buying

1207 buying1287 selling
Last quarter: 1,287 funds reduced or exited vs 1,207 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 (-96 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 239 → 257 → 358 → 262. 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.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 14% new
1,824 out of 2,689 hedge funds have held IWM 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

182 → 239 → 257 → 358 → 262 new funds/Q
New funds entering each quarter: 239 → 257 → 358 → 262. A growing number of institutions are discovering IWM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 16% newcomers

■ 71% veterans ■ 13% 1-2yr ■ 16% new
Entry-cohort mix of 2,840 holders: 2,008 (71%) are 2+ year veterans, 374 entered 1–2 years ago, and 458 (16%) 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 2568 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in IWM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — IWM

In 2026 Q1, 1207 hedge funds were net buyers of IWM (262 opened a new position, 945 added to an existing one), while 1287 reduced or exited (1071 trimmed, 216 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in IWM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +46 funds (more new holders than closures). Total institutional holders: 2689.

Hedge Fund Ownership: IWM

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

Market Analysis: IWM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWM

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

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

Signal Freshness measures how much IWM 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 · 75d ago
IWM
+18.1%
SPY
+14.1%

IWM outperformed SPY by +4.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
IWM
+5.5%
SPY
+0.3%

Since the filing became public, IWM outperformed SPY by +5.2% .

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.

94 top-rated funds 82 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
7.5
/ 10
conviction
Hedge Fund Positioning: IWM
3K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2656 2643 0.49%
13F Shares 862M 777M 10.9%
Total Value $214.50B $192.06B 11.68%
New Positions 250 358 -108
Increased Positions 898 884 +14
Closed Positions 237 200 +37
Reduced Positions 1009 944 +65
Total Calls 85 91 -6.59%
Total Puts 183 134 36.57%
PUT/CALL Ratio 2.15 1.47 Bearish

Statistics: IWM

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Institutional Holders (2026 Q1)

3K + investors

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

QUARTER:
Top 25 IWM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TCM Advisors, LLC 73.57% 4,029,400 $999.3M
2 Ripple Effect Asset Management LP 51.16% 1,400,000 $347.2M
3 Creek Drive Management Group LLC 45.19% 800,000 $198.4M
4 Highland Peak Capital, LLC 33.23% 500,000 $124.0M
5 Deer Park Road Corp 31.47% 750,000 $186.0M
6 Luxor Capital Group, LP 29.92% 1,730,000 $429.0M
7 Knighthead Capital Management, LLC 24.48% 1,500,000 $372.0M
8 Tribune Investment Group LP 23.75% 250,000 $62.0M
9 Gratia Capital, LLC 21.83% 200,000 $49.6M
10 Wolf Hill Capital Management, LP 21.65% 900,000 $223.2M
11 Irenic Capital Management LP 21.10% 1,306,200 $323.9M
12 USA Financial Formulas 20.38% 435,956 $108.1M
13 AIGH Capital Management LLC 20.29% 600,000 $148.8M
14 Alua Capital Management LP 19.34% 885,000 $219.5M
15 Hidden Lake Asset Management LP 19.11% 255,000 $63.2M
16 Covalent Partners LLC 19.07% 13,500 $3.3M
17 Nantahala Capital Management, LLC 18.72% 2,050,000 $508.4M
18 Clearline Capital LP 18.03% 1,400,000 $347.2M
19 Sherman Porfolios, LLC 17.51% 920,668 $228.3M
20 140 Summer Partners LP 16.73% 1,104,000 $273.8M
21 LuminArx Capital Management LP 15.48% 85,000 $21.1M
22 Armistice Capital, LLC 15.43% 3,500,000 $868.0M
23 Owl Creek Asset Management, L.P. 15.05% 839,000 $208.1M
24 Oasis Management Co Ltd. 14.45% 1,000,000 $248.0M
25 Appian Way Asset Management LP 14.31% 330,000 $79.8M
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 (IWM)

What does the Smart Money Trend signal show for IWM?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IWM 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 IWM?

More sellers than buyers — 48% buying: Last quarter: 1,287 funds reduced or exited vs 1,207 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 IWM holders?

Elite ownership — 60% AUM from top-100 funds: 49 of 2568 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in IWM. 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 IWM?

68% of holders stayed for 2+ years: 1,824 out of 2,689 hedge funds have held IWM 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 (IWM) following the 2026 Q1 hedge fund 13F filings?

As of today, IWM has moved +5.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +5.2%. Since the quarter end (March 31, 2026), IWM has gained +18.1% vs +14.1% 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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