Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWO)

1K + 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
↓ -26
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — IWO

Based on 1020 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IWO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
1,020 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.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+87 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

345 buying446 selling
Last quarter: 446 funds reduced or exited vs 345 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 (-56 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 89 → 109 → 134 → 78. 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
692 out of 1,020 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.
➡️

Steady discovery — ~78 new funds/quarter

59 → 89 → 109 → 134 → 78 new funds/Q
New funds entering each quarter: 89 → 109 → 134 → 78. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 1,028 holders: 721 (70%) are 2+ year veterans, 127 entered 1–2 years ago, and 180 (18%) 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
37 of 1015 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.7
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 — IWO

In 2026 Q1, 345 hedge funds were net buyers of IWO (78 opened a new position, 267 added to an existing one), while 446 reduced or exited (342 trimmed, 104 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 48% of total institutional value in IWO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -26 funds (more exits than new entries). Total institutional holders: 1020.

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

-- --

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

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

Signal Freshness measures how much IWO 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 · 81d ago
IWO
nan%
SPY
+15.1%

IWO outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
IWO
nan%
SPY
+1.3%

Since the filing became public, IWO outperformed SPY by nan% .

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 ?
Broad Consensus, Selective Conviction

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

42 top-rated funds 11 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IWO
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1012 1046 -3.25%
13F Shares 30M 31M -3.86%
Total Value $9.34B $10.10B -7.47%
New Positions 75 134 -59
Increased Positions 264 322 -58
Closed Positions 109 66 +43
Reduced Positions 336 287 +49
Total Calls 5 3 66.67%
Total Puts 4 3 33.33%
PUT/CALL Ratio 0.8 1.0 Neutral

Statistics: IWO

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Financial Highlights

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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 IWO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IWO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VAUGHAN & Co SECURITIES, INC. 11.80% 72,425 $22.7M
2 Barings LLC 7.82% 1,608,750 $484.3M
3 Pacific Life Fund Advisors LLC 7.29% 202,351 $63.5M
4 Powell Investment Advisors, LLC 6.62% 61,157 $19.2M
5 Lwm Advisors Inc 6.33% 23,260 $7.3M
6 Cassaday & Co Wealth Management LLC 6.25% 935,475 $293.6M
7 Droms Strauss Advisors Inc /Mo/ /Adv 5.62% 68,531 $21.5M
8 Erickson Financial Group, LLC 5.19% 26,371 $8.3M
9 Cohen Klingenstein LLC 5.00% 492,683 $154.6M
10 Hillcrest Wealth Advisors - NY, LLC 4.93% 38,800 $12.2M
11 Thoma Capital Management LLC 4.48% 24,118 $7.6M
12 Fell Capital Management /Adv 4.22% 14,104 $4.4M
13 Strategic Equity Management 3.93% 33,296 $10.4M
14 Foundation Wealth Management, LLC 3.84% 18,106 $5.7M
15 Corundum Group, Inc. 3.70% 35,314 $11.1M
16 Carbahal Olsen Financial Services Group, LLC 3.68% 14,677 $4.6M
17 Bci Securities, INC. 3.60% 1,164 $365K
18 Connective Capital Management, LLC 3.49% 13,453 $4.2M
19 AdvisorShares Investments LLC 2.98% 52,096 $16.3M
20 LMG Wealth Partners, LLC 2.70% 47,263 $14.8M
21 Stephen J. Garry & Associates, LLC 2.64% 10,477 $3.3M
22 OFS Enterprise LLC 2.55% 27,622 $8.7M
23 Team Hewins, LLC 2.50% 26,825 $8.4M
24 Stronghold Wealth Management L.L.C. 2.50% 5,268 $1.7M
25 Instrumental Wealth, LLC 2.46% 12,745 $4.0M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IWO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IWO?

More sellers than buyers — 44% buying: Last quarter: 446 funds reduced or exited vs 345 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 IWO holders?

Elite ownership — 48% AUM from top-100 funds: 37 of 1015 holders are among the 100 largest funds by AUM, controlling 48% 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: 692 out of 1,020 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.

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

As of today, IWO has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IWO has gained nan% vs +15.1% 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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