Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IWN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +65
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — IWN

Based on 954 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IWN 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 (99% of max)

99% of all-time peak
954 hedge funds hold IWN 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IWN is almost the same as a year ago (-9 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

425 buying359 selling
Last quarter: 425 funds bought or added vs 359 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 (+53 vs last Q)

new funds entering per quarter
Funds opening a new IWN position: 64 → 58 → 76 → 129. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 17% medium ■ 13% new
668 out of 954 hedge funds have held IWN 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.
🚀

Acceleration phase — new buyers rushing in

132 → 64 → 58 → 76 → 129 new funds/Q
New funds entering each quarter: 64 → 58 → 76 → 129. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Of 961 current holders: 695 (72%) 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.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
29 of 954 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IWN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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: IWN

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

Market Analysis: IWN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWN

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

65 top-rated funds 9 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: IWN
2026 Q1 Stats Unlock in 20 days 961 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 961 897 7.13%
13F Shares 48M 49M -0.68%
Total Value $8.72B $8.64B 0.88%
New Positions 130 76 +54
Increased Positions 305 266 +39
Closed Positions 65 74 -9
Reduced Positions 307 312 -5
Total Calls 4 5 -20.0%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: IWN

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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) --
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Institutional Holders (2026 Q1)

961 + investors

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

Top 25 institutional holders of IWN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Powell Investment Advisors, LLC 7.54% 115,437 $21.9M
2 LBJ Family Wealth Advisors, Ltd. 6.56% 60,548 $11K
3 LWM ADVISORS INC 6.38% 38,781 $7.4M
4 Hillcrest Wealth Advisors - NY, LLC 5.42% 70,605 $13.4M
5 Strategic Equity Management 4.89% 68,553 $13.0M
6 Viewpoint Capital Management LLC 4.27% 48,249 $9.1M
7 Corundum Group, Inc. 3.39% 53,508 $10.1M
8 INSTRUMENTAL WEALTH, LLC 3.36% 28,800 $5.5M
9 BLUELINE ADVISORS LLC 3.35% 22,778 $4.3M
10 MONEYWISE, INC. 2.99% 36,154 $6.9M
11 STEPHENS GROUP ASSET MANAGEMENT, LLC 2.87% 237,549 $45.0M
12 InvesTrust 2.25% 28,204 $5.3M
13 OFS Enterprise LLC 2.13% 38,307 $7.3M
14 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2.11% 1,108,920 $210.2M
15 COURIER CAPITAL LLC 1.64% 154,386 $29.3M
16 Whitegate Investment Counselors, Inc. 1.48% 24,627 $4.7M
17 Badgley Phelps Wealth Managers, LLC 1.47% 390,279 $74.0M
18 Finley Financial, LLC 1.38% 15,540 $2.9M
19 INTERACTIVE FINANCIAL ADVISORS, INC. 1.33% 10,717 $2.0M
20 STEVENS CAPITAL PARTNERS 1.29% 28,230 $5.4M
21 Navigation Wealth Management, Inc. 1.28% 1,879 $356K
22 RTD Financial Advisors, Inc. 1.24% 53,247 $10.1M
23 Waldron Private Wealth LLC 1.23% 166,686 $31.6M
24 Foundation Wealth Management, LLC\PA 1.23% 18,365 $3.5M
25 J2 Capital Management Inc 1.19% 9,156 $1.7M
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 (IWN)

What does the Smart Money Trend signal show for IWN?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IWN 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 IWN?

Slight buying edge — 54% buying: Last quarter: 425 funds bought or added vs 359 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 IWN holders?

Elite ownership — 49% AUM from top-100 funds: 29 of 954 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IWN. 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 IWN?

70% of holders stayed for 2+ years: 668 out of 954 hedge funds have held IWN 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.