Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWR)

1K + 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
↑ +6
Streak
4Q ▲
Buyers last Q
47%

Smart Money Signals — IWR

Based on 1508 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
1,508 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
+173 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.
🟠

More sellers than buyers — 47% buying

570 buying637 selling
Last quarter: 637 funds reduced or exited vs 570 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 (-60 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 142 → 99 → 179 → 119. 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.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
1,000 out of 1,508 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.
📈

Growing discovery — still being found

105 → 142 → 99 → 179 → 119 new funds/Q
New funds entering each quarter: 142 → 99 → 179 → 119. A growing number of institutions are discovering IWR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 12% 1-2yr ■ 19% new
Of 1,511 current holders: 1,036 (69%) 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 — 70% AUM from top-100 funds

70% from top-100 AUM funds
34 of 1508 holders are among the 100 largest funds by AUM, controlling 70% 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.
3.7
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 — IWR

In 2026 Q1, 570 hedge funds were net buyers of IWR (119 opened a new position, 451 added to an existing one), while 637 reduced or exited (524 trimmed, 113 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 70% of total institutional value in IWR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 1508.

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 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 · 74d ago
IWR
+10.8%
SPY
+14.1%

IWR outperformed SPY by -3.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
IWR
+3.9%
SPY
+0.3%

Since the filing became public, IWR outperformed SPY by +3.6% .

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 26 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: IWR
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1496 1502 -0.4%
13F Shares 412M 399M 3.22%
Total Value $39.38B $38.49B 2.31%
New Positions 114 179 -65
Increased Positions 447 546 -99
Closed Positions 120 88 +32
Reduced Positions 521 413 +108
Total Calls 3 3 -
Total Puts 1 5 -80.0%
PUT/CALL Ratio 0.33 1.67 Bullish

Statistics: IWR

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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 IWR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IWR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 International City Management Association Retirement Corp 34.97% 702,067 $68.3M
2 Stegner Investment Associates Inc. 22.39% 420,379 $40.9M
3 Fox Financial, Inc 12.53% 157,962 $15.4M
4 Citizens Business Bank 10.36% 650,511 $63.2M
5 Bucket List Wealth Management, LLC 9.60% 166,998 $16.1M
6 Prairieview Wealth Partners, LLC 8.84% 110,846 $10.8M
7 Krane Financial Solutions LLC 8.77% 132,678 $12.9M
8 AMG National Trust Bank 8.20% 3,889,097 $378.1M
9 German American Bancorp, INC. 8.04% 961,460 $93.5M
10 Ccg Wealth Management, LLC 7.43% 281,775 $27.4M
11 Taylor & Morgan Wealth Management, LLC 7.09% 127,738 $12.4M
12 Life Line Wealth Management LLC 6.43% 148,081 $14.4M
13 GGM Financial LLC 6.38% 142,648 $13.9M
14 Oakworth Capital, Inc. 6.26% 1,215,916 $118.2M
15 Sonata Capital Group Inc 6.01% 167,673 $16.3M
16 Sincerus Advisory, LLC 5.88% 79,854 $7.8M
17 Mullaney, Keating & Wright, Inc. 5.72% 93,497 $8.2M
18 Campion Asset Management 5.68% 86,137 $8.4M
19 PFW Advisors LLC 5.55% 181,368 $17.6M
20 Albion Financial Group /Ut 5.38% 857,371 $83.4M
21 West Bancorporation Inc 5.15% 106,076 $10.3M
22 First Western Trust Bank 5.11% 1,040,186 $101.1M
23 River Wealth Advisors LLC 5.03% 450,160 $43.8M
24 Alerus Financial NA 4.71% 979,450 $95.2M
25 Performa Ltd (US), LLC 4.38% 198,901 $19.3M
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 (IWR)

What does the Smart Money Trend signal show for IWR?

Buying streak — 4 quarters in a row: For 4 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?

More sellers than buyers — 47% buying: Last quarter: 637 funds reduced or exited vs 570 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 IWR holders?

Elite ownership — 70% AUM from top-100 funds: 34 of 1508 holders are among the 100 largest funds by AUM, controlling 70% 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: 1,000 out of 1,508 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 Q1 hedge fund 13F filings?

As of today, IWR has moved +3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +3.6%. Since the quarter end (March 31, 2026), IWR has gained +10.8% vs +14.1% 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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