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
↑ +87
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — IWO

Based on 1108 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
1,108 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 — +18% more funds vs a year ago

fund count last 6Q
+169 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

414 buying403 selling
Last quarter: 414 funds bought or added vs 403 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 (+67 vs last Q)

new funds entering per quarter
Funds opening a new IWO position: 110 → 135 → 78 → 145. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 15% new
722 out of 1,108 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.
💰

Value +26% but shares only +1% — price-driven

Value
+25%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +26%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~145 new funds/quarter

90 → 110 → 135 → 78 → 145 new funds/Q
New funds entering each quarter: 110 → 135 → 78 → 145. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 19% newcomers

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Entry-cohort mix of 1,113 holders: 780 (70%) are 2+ year veterans, 126 entered 1–2 years ago, and 207 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
38 of 1105 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 414 hedge funds were net buyers of IWO (145 opened a new position, 269 added to an existing one), while 403 reduced or exited (345 trimmed, 58 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 49% of total institutional value in IWO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +87 funds (more new holders than closures). Total institutional holders: 1108.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 14 high-conviction
Consensus
6.6
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 1100 1021 7.74%
13F Shares 30M 30M 0.55%
Total Value $11.77B $9.36B 25.8%
New Positions 144 78 +66
Increased Positions 268 266 +2
Closed Positions 62 105 -43
Reduced Positions 342 339 +3
Total Calls 4 5 -20.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 0.75 0.8 Neutral

Statistics: IWO

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VAUGHAN & Co SECURITIES, INC. 12.83% 69,826 $27.5M
2 Barings LLC 11.04% 1,579,950 $622.4M
3 Powell Investment Advisors, LLC 7.54% 60,650 $23.9M
4 Cassaday & Co Wealth Management LLC 7.01% 947,047 $373.1M
5 Lwm Advisors Inc 6.80% 23,160 $9.1M
6 Droms Strauss Advisors Inc /Mo/ /Adv 6.03% 67,372 $26.5M
7 Erickson Financial Group, LLC 5.95% 28,164 $11.1M
8 Cohen Klingenstein LLC 5.46% 484,414 $190.8M
9 Hillcrest Wealth Advisors - NY, LLC 5.41% 38,392 $15.1M
10 Fell Capital Management /Adv 4.88% 14,692 $5.8M
11 Foundation Wealth Management, LLC 4.11% 17,660 $7.0M
12 Corundum Group, Inc. 4.06% 34,722 $13.7M
13 Carbahal Olsen Financial Services Group, LLC 4.00% 14,625 $5.8M
14 Bci Securities, INC. 3.95% 1,164 $459K
15 Connective Capital Management, LLC 3.73% 13,453 $5.3M
16 Highland Investment Advisors LLC 3.45% 20,110 $7.9M
17 Thoma Capital Management LLC 3.03% 14,419 $5.7M
18 Stephen J. Garry & Associates, LLC 3.03% 10,527 $4.1M
19 LMG Wealth Partners, LLC 2.99% 47,501 $18.7M
20 Stronghold Wealth Management L.L.C. 2.87% 5,449 $2.1M
21 Sacks & Associates, LLC 2.86% 11,430 $4.2M
22 Team Hewins, LLC 2.76% 25,574 $10.1M
23 OFS Enterprise LLC 2.67% 26,514 $10.4M
24 InvesTrust 2.67% 17,580 $6.9M
25 Instrumental Wealth, LLC 2.63% 13,188 $5.2M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 51% buying: Last quarter: 414 funds bought or added vs 403 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 — 49% AUM from top-100 funds: 38 of 1105 holders are among the 100 largest funds by AUM, controlling 49% 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?

65% of holders stayed for 2+ years: 722 out of 1,108 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.

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