Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWX)

268 + 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
↑ +18
Streak
4Q ▲
Buyers last Q
50%

Smart Money Signals — IWX

Based on 271 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
271 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 — +36% more funds vs a year ago

fund count last 6Q
+72 new funds entered over the past year (+36% 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 — 50% buying

116 buying115 selling
Last quarter: 116 funds bought or added vs 115 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new IWX position: 23 → 50 → 37 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 30% medium ■ 25% new
121 out of 271 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.
📈

Growing discovery — still being found

29 → 23 → 50 → 37 → 45 new funds/Q
New funds entering each quarter: 23 → 50 → 37 → 45. A growing number of institutions are discovering IWX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 48% veterans vs 31% newcomers

■ 48% veterans ■ 21% 1-2yr ■ 31% new
Entry-cohort mix of 271 holders: 130 (48%) are 2+ year veterans, 58 entered 1–2 years ago, and 83 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
25 of 271 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 Q2, 116 hedge funds were net buyers of IWX (45 opened a new position, 71 added to an existing one), while 115 reduced or exited (88 trimmed, 27 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 271.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 14 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IWX
268 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 268 253 5.93%
13F Shares 36M 40M -8.56%
Total Value $3.78B $3.66B 3.17%
New Positions 44 37 +7
Increased Positions 71 76 -5
Closed Positions 29 21 +8
Reduced Positions 88 86 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IWX

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Institutional Holders (2026 Q2)

268 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Montgomery Financial Services LLC 12.07% 132,081 $13.9M
2 First Citizens Asset Management, Inc. 11.55% 316,927 $18.3M
3 Richard P Slaughter Associates Inc 10.58% 513,314 $54.0M
4 Kingdom Financial Group LLC. 8.73% 324,849 $34.2M
5 Howard Bailey Securities, LLC 7.95% 201,456 $21.2M
6 First Citizens Bank & Trust Co 7.10% 4,514,061 $474.7M
7 LifeWealth Investments, LLC 7.03% 249,969 $26.3M
8 Key Capital Management, INC 6.97% 128,769 $13.5M
9 Wall Capital Group, Inc. 6.72% 78,088 $8.2M
10 Compton Wealth Advisory Group, LLC 5.12% 239,223 $25.3M
11 Legacy Advisory Services, LLC 4.70% 63,553 $6.7M
12 Gts Financial, LLC 4.62% 75,271 $6.3M
13 JSF Financial, LLC 3.98% 239,472 $25.2M
14 Matters Capital LLC 3.84% 52,223 $5.5M
15 Tiaa-Cref Individual & Institutional Services, LLC 3.57% 9,859,021 $1.04B
16 RTD Financial Advisors, Inc. 3.21% 279,877 $29.4M
17 Svb Wealth LLC 3.17% 477,994 $50.3M
18 FLP Wealth Management, LLC 2.66% 14,238 $1.5M
19 Proficio Capital Partners LLC 2.62% 692,856 $72.9M
20 Envestnet Portfolio Solutions, Inc. 2.47% 4,907,301 $516.1M
21 Tiaa Trust, National Association 2.46% 394,910 $41.5M
22 Veridan Wealth LLC 2.30% 64,262 $6.8M
23 Quest 10 Wealth Builders, Inc. 2.01% 24,632 $2.6M
24 Horst & Graben Wealth Management LLC 1.87% 133,886 $14.2M
25 FWG Investments, LLC. 1.66% 29,840 $3.1M
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 — 4 quarters in a row: For 4 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 — 50% buying: Last quarter: 116 funds bought or added vs 115 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 — 12% AUM from top-100: 25 of 271 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IWX?

45% of holders stayed for 2+ years: 121 out of 271 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.

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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