Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — IWX

Based on 253 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IWX 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
253 hedge funds hold IWX 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

113 buying106 selling
Last quarter: 113 funds bought or added vs 106 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.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 28 → 23 → 50 → 37. 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.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 32% medium ■ 26% new
108 out of 253 hedge funds have held IWX 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

54 → 28 → 23 → 50 → 37 new funds/Q
New funds entering each quarter: 28 → 23 → 50 → 37. 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.
🏛️

Veteran-anchored — 47% veterans vs 33% newcomers

■ 47% veterans ■ 20% 1-2yr ■ 33% new
Entry-cohort mix of 253 holders: 119 (47%) are 2+ year veterans, 50 entered 1–2 years ago, and 84 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
22 of 253 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — IWX

In 2026 Q1, 113 hedge funds were net buyers of IWX (37 opened a new position, 76 added to an existing one), while 106 reduced or exited (86 trimmed, 20 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 253.

Hedge Fund Ownership: IWX

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

Market Analysis: IWX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWX

-- --

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

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

Signal Freshness measures how much IWX 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 · 77d ago
IWX
+14.7%
SPY
+15.9%

IWX outperformed SPY by -1.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
IWX
+4.8%
SPY
+2.0%

Since the filing became public, IWX outperformed SPY by +2.8% .

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.

9 top-rated funds 13 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IWX
251 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 251 236 6.36%
13F Shares 40M 42M -6.32%
Total Value $3.66B $4.30B -14.79%
New Positions 36 50 -14
Increased Positions 76 87 -11
Closed Positions 21 17 +4
Reduced Positions 86 51 +35
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IWX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

251 + investors

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

QUARTER:
Top 25 IWX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Citizens Asset Management, Inc. 16.88% 513,728 $47.6M
2 First Citizens Bank & Trust Co 11.57% 5,928,034 $549.4M
3 Richard P Slaughter Associates Inc 9.79% 488,545 $45.3M
4 Lloyd Advisory Services, LLC. 7.73% 291,555 $27.0M
5 Kingdom Financial Group LLC. 7.73% 291,555 $27.0M
6 Howard Bailey Securities, LLC 7.27% 190,684 $17.7M
7 LifeWealth Investments, LLC 6.32% 228,555 $21.2M
8 Key Capital Management, INC 5.65% 92,249 $8.5M
9 Compton Wealth Advisory Group, LLC 5.09% 245,302 $22.8M
10 JSF Financial, LLC 5.08% 279,803 $25.9M
11 Gts Financial, LLC 4.52% 69,506 $5.7M
12 Legacy Advisory Services, LLC 4.45% 62,891 $5.8M
13 Matters Capital LLC 4.29% 52,203 $4.8M
14 Tiaa-Cref Individual & Institutional Services, LLC 3.65% 10,240,821 $949.0M
15 Envestnet Portfolio Solutions, Inc. 3.23% 6,295,603 $583.4M
16 RTD Financial Advisors, Inc. 3.07% 269,988 $25.0M
17 Svb Wealth LLC 2.81% 459,948 $42.6M
18 Veridan Wealth LLC 2.31% 67,297 $6.2M
19 Tiaa Trust, National Association 2.30% 408,593 $37.9M
20 FLP Wealth Management, LLC 2.23% 10,101 $1.1M
21 Quest 10 Wealth Builders, Inc. 1.79% 22,072 $2.0M
22 Horst & Graben Wealth Management LLC 1.77% 131,180 $12.9M
23 FWG Investments, LLC. 1.73% 29,429 $2.7M
24 Granville Capital, INC. 1.49% 30,778 $2.9M
25 Centennial Advisors, LLC 1.38% 11,735 $1.1M
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 (IWX)

What does the Smart Money Trend signal show for IWX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IWX 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 IWX?

Slight buying edge — 52% buying: Last quarter: 113 funds bought or added vs 106 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 IWX holders?

Smaller funds dominant — 13% AUM from top-100: 22 of 253 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IWX?

43% of holders stayed for 2+ years: 108 out of 253 hedge funds have held IWX 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 (IWX) following the 2026 Q1 hedge fund 13F filings?

As of today, IWX has moved +4.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.8%. Since the quarter end (March 31, 2026), IWX has gained +14.7% vs +15.9% 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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