Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWR)

2K + Investors. Track Smart Money conviction in IWR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +78
Streak
5Q ▲
Buyers last Q
53%

Smart Money Signals — IWR

Based on 1591 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added IWR 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
1,591 hedge funds hold IWR 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 — +13% more funds vs a year ago

fund count last 6Q
+179 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

654 buying580 selling
Last quarter: 654 funds bought or added vs 580 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 (+35 vs last Q)

new funds entering per quarter
Funds opening a new IWR position: 99 → 180 → 121 → 156. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
1,047 out of 1,591 hedge funds have held IWR 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 — ~156 new funds/quarter

143 → 99 → 180 → 121 → 156 new funds/Q
New funds entering each quarter: 99 → 180 → 121 → 156. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Entry-cohort mix of 1,595 holders: 1,092 (68%) are 2+ year veterans, 184 entered 1–2 years ago, and 319 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 71% AUM from top-100 funds

71% from top-100 AUM funds
37 of 1587 holders are among the 100 largest funds by AUM, controlling 71% of total institutional value in IWR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — IWR

In 2026 Q2, 654 hedge funds were net buyers of IWR (156 opened a new position, 498 added to an existing one), while 580 reduced or exited (502 trimmed, 78 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 71% of total institutional value in IWR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +78 funds (more new holders than closures). Total institutional holders: 1591.

Hedge Fund Ownership: IWR

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

Market Analysis: IWR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWR

-- --

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

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

Signal Freshness measures how much IWR has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 73d ago
IWR
-0.4%
SPY
+2.1%

IWR outperformed SPY by -2.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 28d ago
IWR
-4.3%
SPY
-1.8%

Since the filing became public, IWR outperformed SPY by -2.5% .

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.

35 top-rated funds 30 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: IWR
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1582 1513 4.56%
13F Shares 436M 413M 5.67%
Total Value $47.46B $39.44B 20.34%
New Positions 153 121 +32
Increased Positions 498 451 +47
Closed Positions 80 112 -32
Reduced Positions 499 524 -25
Total Calls 3 3 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.33 Bullish

Statistics: IWR

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Institutional Holders (2026 Q2)

2K + investors

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

QUARTER:
Top 25 IWR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 International City Management Association Retirement Corp 33.67% 702,067 $77.5M
2 Stegner Investment Associates Inc. 21.37% 407,479 $45.0M
3 Performa Ltd (US), LLC 20.01% 1,124,020 $124.0M
4 Fox Financial, Inc 12.13% 157,843 $17.4M
5 Citizens Business Bank 10.54% 634,403 $70.0M
6 Prairieview Wealth Partners, LLC 9.09% 110,233 $12.2M
7 Krane Financial Solutions LLC 8.84% 130,220 $14.4M
8 AMG National Trust Bank 8.75% 3,869,983 $426.9M
9 German American Bancorp, INC. 7.98% 962,740 $106.2M
10 Ccg Wealth Management, LLC 7.68% 300,147 $33.1M
11 Taylor & Morgan Wealth Management, LLC 7.42% 136,353 $15.0M
12 Oakworth Capital, Inc. 6.50% 1,239,128 $136.6M
13 Sincerus Advisory, LLC 5.99% 79,958 $8.8M
14 PFW Advisors LLC 5.78% 179,719 $19.8M
15 Campion Asset Management 5.75% 85,459 $9.4M
16 First Western Trust Bank 5.50% 1,022,959 $112.9M
17 West Bancorporation Inc 5.42% 114,958 $12.7M
18 River Wealth Advisors LLC 5.35% 463,864 $51.2M
19 Sonata Capital Group Inc 5.33% 149,744 $16.5M
20 Mullaney, Keating & Wright, Inc. 5.11% 95,838 $10.6M
21 Alerus Financial NA 4.75% 985,225 $108.7M
22 Jones Financial Companies Lllp 4.37% 99,650,083 $10.92B
23 Gilbert & Cook, Inc. 4.32% 340,536 $37.6M
24 Baron Financial Group, LLC 4.20% 79,767 $8.8M
25 Three Bridge Wealth Advisors, LLC 4.19% 151,759 $16.7M
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 (IWR)

What does the Smart Money Trend signal show for IWR?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IWR 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 IWR?

Slight buying edge — 53% buying: Last quarter: 654 funds bought or added vs 580 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 IWR holders?

Elite ownership — 71% AUM from top-100 funds: 37 of 1587 holders are among the 100 largest funds by AUM, controlling 71% of total institutional value in IWR. 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 IWR?

66% of holders stayed for 2+ years: 1,047 out of 1,591 hedge funds have held IWR 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 (IWR) following the 2026 Q2 hedge fund 13F filings?

As of today, IWR has moved -4.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -2.5%. Since the quarter end (June 30, 2026), IWR has gained -0.4% vs +2.1% 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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