Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWN)

1K + 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
→ 0
Streak
1Q —
Buyers last Q
46%

Smart Money Signals — IWN

Based on 1017 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,017 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.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+59 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

387 buying455 selling
Last quarter: 455 funds reduced or exited vs 387 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 (-44 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 68 → 82 → 139 → 95. 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+) ■ 17% medium ■ 14% new
696 out of 1,017 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

68 → 68 → 82 → 139 → 95 new funds/Q
New funds entering each quarter: 68 → 82 → 139 → 95. 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.
🏛️

Veteran-anchored — 72% veterans vs 17% newcomers

■ 72% veterans ■ 12% 1-2yr ■ 17% new
Entry-cohort mix of 1,025 holders: 735 (72%) are 2+ year veterans, 119 entered 1–2 years ago, and 171 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
39 of 1017 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — IWN

In 2026 Q1, 387 hedge funds were net buyers of IWN (95 opened a new position, 292 added to an existing one), while 455 reduced or exited (360 trimmed, 95 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 48% of total institutional value in IWN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 1017.

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

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

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

Signal Freshness measures how much IWN 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 · 79d ago
IWN
+14.4%
SPY
+13.9%

IWN outperformed SPY by +0.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IWN
+5.3%
SPY
+0.2%

Since the filing became public, IWN outperformed SPY by +5.1% .

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.

30 top-rated funds 15 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: IWN
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1003 1017 -1.38%
13F Shares 47M 49M -4.06%
Total Value $8.66B $8.89B -2.62%
New Positions 91 139 -48
Increased Positions 287 308 -21
Closed Positions 105 70 +35
Reduced Positions 354 311 +43
Total Calls 3 4 -25.0%
Total Puts 5 3 66.67%
PUT/CALL Ratio 1.67 0.75 Bearish

Statistics: IWN

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Institutional Holders (2026 Q1)

1K + investors

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

QUARTER:
Top 25 IWN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pacific Life Fund Advisors LLC 9.34% 428,929 $81.3M
2 Powell Investment Advisors, LLC 7.54% 115,437 $21.9M
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 Foundation Wealth Management, LLC 4.74% 36,972 $7.0M
7 Fell Capital Management /Adv 4.66% 25,728 $4.9M
8 Viewpoint Capital Management LLC 4.27% 48,249 $9.1M
9 Sonata Capital Group Inc 4.26% 60,923 $11.6M
10 Sentinel Wealth Management, INC. 3.97% 26,165 $5.0M
11 Bci Securities, INC. 3.71% 1,988 $377K
12 Risk Paradigm Group, LLC 3.70% 22,886 $4.3M
13 Corundum Group, Inc. 3.39% 53,508 $10.1M
14 Mullaney, Keating & Wright, Inc. 3.38% 29,161 $4.9M
15 Instrumental Wealth, LLC 3.36% 28,800 $5.5M
16 Blueline Advisors LLC 3.35% 22,778 $4.3M
17 Moneywise, INC. 2.99% 36,154 $6.9M
18 Stephens Group Asset Management, LLC 2.87% 237,549 $45.0M
19 Idaho Trust Co 2.76% 44,796 $8.5M
20 Independent Family Office, LLC 2.68% 34,403 $6.5M
21 Cassaday & Co Wealth Management LLC 2.60% 644,789 $122.2M
22 Kelsey Financial, LLC 2.44% 14,711 $2.8M
23 Navigation Group, LLC 2.34% 52,684 $10.0M
24 InvesTrust 2.25% 28,204 $5.3M
25 Marion Wealth Management 2.19% 52,080 $9.9M
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for IWN?

More sellers than buyers — 46% buying: Last quarter: 455 funds reduced or exited vs 387 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 IWN holders?

Elite ownership — 48% AUM from top-100 funds: 39 of 1017 holders are among the 100 largest funds by AUM, controlling 48% 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?

68% of holders stayed for 2+ years: 696 out of 1,017 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.

Is it too late to buy Ishares Tr (IWN) following the 2026 Q1 hedge fund 13F filings?

As of today, IWN has moved +5.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +5.1%. Since the quarter end (March 31, 2026), IWN has gained +14.4% 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.

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