Ishares Tr (IWS) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (IWS) following the 2026 Q2 hedge fund 13F filings?

As of today, IWS has moved -5.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of -3.4%. Since the quarter end (June 30, 2026), IWS gained -0.3% vs +2.3% 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.

Ishares Tr (IWS)

1K + Investors. Track Smart Money conviction in IWS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IWS

Based on 1049 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 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

1,049 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 — +16% more funds vs a year ago

fund count last 6Q

+145 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 50% buying

408 buying406 selling

Last quarter: 408 funds bought or added vs 406 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 (+34 vs last Q)

new funds entering per quarter

Funds opening a new IWS position: 90 → 125 → 84 → 118. 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+) ■ 17% medium ■ 17% new

690 out of 1,049 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.

➡️

Steady discovery — ~118 new funds/quarter

70 → 90 → 125 → 84 → 118 new funds/Q

New funds entering each quarter: 90 → 125 → 84 → 118. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 20% new

Entry-cohort mix of 1,053 holders: 721 (68%) are 2+ year veterans, 117 entered 1–2 years ago, and 215 (20%) 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

31 of 1049 holders are among the 100 largest funds by AUM, controlling 49% 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.

3.6

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	1040	988	5.26%
13F Shares	73M	76M	-4.17%
Total Value	$11.59B	$11.01B	5.32%
New Positions	113	84	+29
Increased Positions	289	262	+27
Closed Positions	61	72	-11
Reduced Positions	348	364	-16
Total Calls	3	4	-25.0%
Total Puts	1	2	-50.0%
PUT/CALL Ratio	0.33	0.5	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1040

988

5.26%

13F Shares

73M

76M

-4.17%

Total Value

$11.59B

$11.01B

5.32%

New Positions

113

+29

Increased Positions

289

262

+27

Closed Positions

-11

Reduced Positions

348

364

-16

Total Calls

-25.0%

Total Puts

-50.0%

PUT/CALL Ratio

0.33

0.5

Bullish

Institutional Holders (2026 Q2)

1K + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IWS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	First Citizens Asset Management, Inc.	10.61%	174,799	$16.8M
2	Zions Bancorporation, National Association /Ut/	9.27%	940,874	$154.9M
3	Lpwm LLC	7.90%	216,410	$35.6M
4	Cedar Mountain Advisors, LLC	7.16%	252,713	$41.6M
5	Stephens Group Asset Management, LLC	6.60%	709,976	$116.9M
6	First Citizens Bank & Trust Co	5.93%	2,408,682	$396.5M
7	Montgomery Financial Services LLC	5.67%	39,630	$6.5M
8	Aldebaran Capital, LLC	4.90%	39,640	$6.5M
9	Bishop & Co Investment Management, LLC	4.70%	92,765	$15.3M
10	Sentinel Advisory Group, LLC	4.63%	68,855	$11.3M
11	Kelsey Financial, LLC	4.50%	36,016	$5.9M
12	Processus Wealth & Capital Management, LLC	4.50%	46,612	$7.7M
13	Kingdom Financial Group LLC.	4.11%	97,730	$16.1M
14	Lwm Advisors Inc	3.86%	31,446	$5.2M
15	Howard Bailey Securities, LLC	3.80%	61,554	$10.1M
16	Asset Management Group, Inc.	3.62%	150,365	$24.8M
17	LifeWealth Investments, LLC	3.40%	77,276	$12.7M
18	Money Concepts Capital Corp	3.38%	443,267	$73.0M
19	Key Capital Management, INC	3.29%	38,806	$6.4M
20	Cassaday & Co Wealth Management LLC	3.23%	1,043,989	$171.8M
21	Mullaney, Keating & Wright, Inc.	3.17%	39,823	$6.6M
22	Parkway Wealth Management Group, LLC	3.15%	165,703	$27.3M
23	Heritage Wealth Advisors	3.02%	534,456	$88.0M
24	Corundum Group, Inc.	3.02%	61,801	$10.2M
25	Svb Wealth LLC	2.87%	276,422	$45.5M

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 — 5 quarters in a row: For 5 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?

Slight buying edge — 50% buying: Last quarter: 408 funds bought or added vs 406 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 IWS holders?

Elite ownership — 49% AUM from top-100 funds: 31 of 1049 holders are among the 100 largest funds by AUM, controlling 49% 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?

66% of holders stayed for 2+ years: 690 out of 1,049 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 Q2 hedge fund 13F filings?

As of today, IWS has moved -5.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of -3.4%. Since the quarter end (June 30, 2026), IWS has gained -0.3% vs +2.3% 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.

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Ishares Tr (IWS)

Smart Money Signals — IWS

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

Slight buying edge — 50% buying

More new buyers each quarter (+34 vs last Q)

66% of holders stayed for 2+ years

Steady discovery — ~118 new funds/quarter

Veteran-anchored — 68% veterans vs 20% newcomers

Elite ownership — 49% AUM from top-100 funds

Institutional Sentiment Summary — IWS

Hedge Fund Ownership: IWS

Market Analysis: IWS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IWS

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

Hedge Fund Positioning: IWS

Statistics: IWS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IWS)

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