Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
4Q ▲
Buyers last Q
44%

Smart Money Signals — IWS

Based on 986 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 IWS 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
986 hedge funds hold IWS 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 — +10% more funds vs a year ago

fund count last 6Q
+87 new funds entered over the past year (+10% 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

344 buying435 selling
Last quarter: 435 funds reduced or exited vs 344 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 (-41 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 69 → 89 → 124 → 83. 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.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 16% new
663 out of 986 hedge funds have held IWS 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

66 → 69 → 89 → 124 → 83 new funds/Q
New funds entering each quarter: 69 → 89 → 124 → 83. A growing number of institutions are discovering IWS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 19% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 19% new
Entry-cohort mix of 990 holders: 689 (70%) are 2+ year veterans, 116 entered 1–2 years ago, and 185 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
29 of 984 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in IWS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — IWS

In 2026 Q1, 344 hedge funds were net buyers of IWS (83 opened a new position, 261 added to an existing one), while 435 reduced or exited (365 trimmed, 70 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in IWS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 986.

Hedge Fund Ownership: IWS

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

Market Analysis: IWS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWS

-- --

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

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

Signal Freshness measures how much IWS 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 · 79d ago
IWS
+10.8%
SPY
+13.9%

IWS outperformed SPY by -3.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IWS
+3.9%
SPY
+0.2%

Since the filing became public, IWS outperformed SPY by +3.7% .

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.

32 top-rated funds 17 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: IWS
977 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 977 973 0.41%
13F Shares 76M 83M -9.06%
Total Value $10.99B $11.84B -7.2%
New Positions 81 124 -43
Increased Positions 259 332 -73
Closed Positions 77 66 +11
Reduced Positions 361 261 +100
Total Calls 4 2 100.0%
Total Puts 2 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: IWS

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Institutional Holders (2026 Q1)

977 + investors

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

QUARTER:
Top 25 IWS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pacific Life Fund Advisors LLC 10.16% 606,826 $88.4M
2 Zions Bancorporation, National Association /Ut/ 8.90% 947,543 $138.1M
3 First Citizens Asset Management, Inc. 8.50% 164,471 $24.0M
4 Lpwm LLC 8.34% 226,691 $33.0M
5 First Citizens Bank & Trust Co 8.18% 2,666,348 $388.6M
6 Cedar Mountain Advisors, LLC 7.17% 251,582 $36.7M
7 Stephens Group Asset Management, LLC 6.63% 713,481 $104.0M
8 Sentinel Advisory Group, LLC 4.64% 65,328 $9.5M
9 Bishop & Co Investment Management, LLC 4.63% 92,615 $13.5M
10 Mullaney, Keating & Wright, Inc. 4.56% 49,685 $6.6M
11 Processus Wealth & Capital Management, LLC 4.54% 45,898 $6.7M
12 Kelsey Financial, LLC 4.52% 35,460 $5.2M
13 Aldebaran Capital, LLC 4.47% 40,125 $5.8M
14 Lwm Advisors Inc 4.14% 32,723 $4.8M
15 Kingdom Financial Group LLC. 4.11% 98,615 $14.4M
16 Lloyd Advisory Services, LLC. 4.11% 98,615 $14.4M
17 Howard Bailey Securities, LLC 3.87% 64,497 $9.4M
18 Asset Management Group, Inc. 3.58% 151,776 $22.1M
19 Money Concepts Capital Corp 3.46% 429,682 $62.6M
20 Corundum Group, Inc. 3.35% 68,811 $10.0M
21 LifeWealth Investments, LLC 3.34% 76,894 $11.2M
22 Parkway Wealth Management Group, LLC 3.19% 165,570 $25.2M
23 Cassaday & Co Wealth Management LLC 3.18% 1,023,739 $149.2M
24 Heritage Wealth Advisors 3.11% 545,471 $79.5M
25 Key Capital Management, INC 3.01% 31,271 $4.6M
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 (IWS)

What does the Smart Money Trend signal show for IWS?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IWS 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 IWS?

More sellers than buyers — 44% buying: Last quarter: 435 funds reduced or exited vs 344 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 IWS holders?

Elite ownership — 47% AUM from top-100 funds: 29 of 984 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in IWS. 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 IWS?

67% of holders stayed for 2+ years: 663 out of 986 hedge funds have held IWS 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 (IWS) following the 2026 Q1 hedge fund 13F filings?

As of today, IWS has moved +3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.7%. Since the quarter end (March 31, 2026), IWS has gained +10.8% vs +13.9% 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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