Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IWO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +60
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — IWO

Based on 978 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IWO 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
978 hedge funds hold IWO 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 IWO is almost the same as a year ago (+4 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

427 buying335 selling
Last quarter: 427 funds bought or added vs 335 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 (+24 vs last Q)

new funds entering per quarter
Funds opening a new IWO position: 53 → 81 → 96 → 120. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 14% new
669 out of 978 hedge funds have held IWO 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

136 → 53 → 81 → 96 → 120 new funds/Q
New funds entering each quarter: 53 → 81 → 96 → 120. 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 — 70% of holders stayed 2+ years

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Of 984 current holders: 686 (70%) 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 — 45% AUM from top-100 funds

45% from top-100 AUM funds
28 of 978 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in IWO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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: IWO

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

Market Analysis: IWO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWO

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

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

74 top-rated funds 10 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: IWO
2026 Q1 Stats Unlock in 16 days 984 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 984 924 6.49%
13F Shares 31M 29M 5.45%
Total Value $9.98B $9.40B 6.17%
New Positions 120 96 +24
Increased Positions 312 272 +40
Closed Positions 60 63 -3
Reduced Positions 291 290 +1
Total Calls 3 4 -25.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 0.75 Neutral

Statistics: IWO

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
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) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

984 + investors

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

Top 25 institutional holders of IWO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VAUGHAN & Co SECURITIES, INC. 11.80% 72,425 $22.7M
2 Pacific Life Fund Advisors LLC 7.29% 202,351 $63.5M
3 Powell Investment Advisors, LLC 6.62% 61,157 $19.2M
4 LWM ADVISORS INC 6.33% 23,260 $7.3M
5 DROMS STRAUSS ADVISORS INC /MO/ /ADV 5.62% 68,531 $21.5M
6 Erickson Financial Group, LLC 5.19% 26,371 $8.3M
7 Cohen Klingenstein LLC 5.00% 492,683 $154.6M
8 Hillcrest Wealth Advisors - NY, LLC 4.93% 38,800 $12.2M
9 Thoma Capital Management LLC 4.48% 24,118 $7.6M
10 LBJ Family Wealth Advisors, Ltd. 4.34% 24,588 $7K
11 Strategic Equity Management 3.93% 33,296 $10.4M
12 Corundum Group, Inc. 3.70% 35,314 $11.1M
13 AdvisorShares Investments LLC 2.98% 52,096 $16.3M
14 LMG Wealth Partners, LLC 2.70% 47,263 $14.8M
15 STEPHEN J. GARRY & ASSOCIATES, LLC 2.64% 10,477 $3.3M
16 OFS Enterprise LLC 2.55% 27,622 $8.7M
17 Team Hewins, LLC 2.50% 26,825 $8.4M
18 Stronghold Wealth Management L.L.C. 2.50% 5,268 $1.7M
19 INSTRUMENTAL WEALTH, LLC 2.46% 12,745 $4.0M
20 Index Technologies Group LLC 2.42% 7,092 $2.2M
21 InvesTrust 2.32% 17,590 $5.5M
22 MONEYWISE, INC. 2.24% 16,363 $5.1M
23 Ariston Services Group 2.21% — $3.7M
24 Echo45 Advisors LLC 2.10% 11,911 $3.7M
25 Finley Financial, LLC 1.99% 13,555 $4.3M
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 (IWO)

What does the Smart Money Trend signal show for IWO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IWO 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 IWO?

Slight buying edge — 56% buying: Last quarter: 427 funds bought or added vs 335 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 IWO holders?

Elite ownership — 45% AUM from top-100 funds: 28 of 978 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in IWO. 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 IWO?

68% of holders stayed for 2+ years: 669 out of 978 hedge funds have held IWO 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.