Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IWS)

897 + 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
↑ +44
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — IWS

Based on 895 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
895 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 — +5% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

421 buying307 selling
Last quarter: 421 funds bought or added vs 307 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 (+24 vs last Q)

new funds entering per quarter
Funds opening a new IWS position: 60 → 62 → 84 → 108. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 15% medium ■ 14% new
632 out of 895 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.
🚀

Acceleration phase — new buyers rushing in

93 → 60 → 62 → 84 → 108 new funds/Q
New funds entering each quarter: 60 → 62 → 84 → 108. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 19% new
Of 897 current holders: 643 (72%) 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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
26 of 895 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

55 top-rated funds 9 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IWS
2026 Q1 Stats Unlock in 22 days 897 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 897 852 5.28%
13F Shares 82M 78M 5.35%
Total Value $11.69B $11.15B 4.86%
New Positions 108 84 +24
Increased Positions 315 262 +53
Closed Positions 64 73 -9
Reduced Positions 244 277 -33
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IWS

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

897 + investors

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

Top 25 institutional holders of IWS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LBJ Family Wealth Advisors, Ltd. 10.47% 125,594 $18K
2 First Citizens Asset Management, Inc. 8.50% 164,471 $24.0M
3 LPWM LLC 8.34% 226,691 $33.0M
4 STEPHENS GROUP ASSET MANAGEMENT, LLC 6.63% 713,481 $104.0M
5 Bishop & Co Investment Management, LLC 4.63% 92,615 $13.5M
6 LWM ADVISORS INC 4.14% 32,723 $4.8M
7 HOWARD BAILEY SECURITIES, LLC 3.87% 64,497 $9.4M
8 Corundum Group, Inc. 3.35% 68,811 $10.0M
9 LifeWealth Investments, LLC 3.34% 76,894 $11.2M
10 Parkway Wealth Management Group, LLC 3.19% 165,570 $25.2M
11 Powell Investment Advisors, LLC 2.65% 52,760 $7.7M
12 RTD Financial Advisors, Inc. 2.56% 143,113 $20.9M
13 SVB WEALTH LLC 2.51% 261,202 $38.1M
14 TICINO WEALTH 2.33% 39,002 $6.7M
15 Arcadia Wealth Management, LLC 2.19% 41,499 $6.0M
16 Capital Squared Financial LLC 2.18% 14,171 $1.9M
17 WestHill Financial Advisors, Inc. 2.10% 75,215 $11.0M
18 Monument Capital Management 1.68% 45,930 $6.7M
19 Occidental Asset Management, LLC 1.61% 93,493 $13.6M
20 Navigation Wealth Management, Inc. 1.57% 2,982 $435K
21 Auour Investments LLC 1.33% 29,083 $4.2M
22 Whitaker-Myers Wealth Managers, LTD. 1.18% 40,670 $5.9M
23 FLP Wealth Management, LLC 1.16% 15,886 $568K
24 FIFTH THIRD SECURITIES, INC. 1.11% 117,673 $17.1M
25 Asempa Wealth Advisors 1.06% 8,289 $1.2M
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 (IWS)

What does the Smart Money Trend signal show for IWS?

Buying streak — 3 quarters in a row: For 3 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 — 58% buying: Last quarter: 421 funds bought or added vs 307 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 — 47% AUM from top-100 funds: 26 of 895 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?

71% of holders stayed for 2+ years: 632 out of 895 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.

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.