Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — IWY

Based on 636 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IWY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
636 hedge funds hold IWY 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 — +17% more funds vs a year ago

fund count last 6Q
+92 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

318 buying261 selling
Last quarter: 318 funds bought or added vs 261 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 (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 81 → 88 → 76 → 58. 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.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 32% medium ■ 17% new
324 out of 636 hedge funds have held IWY 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.
📊

Peak discovery — momentum slowing

63 → 81 → 88 → 76 → 58 new funds/Q
New funds entering each quarter: 81 → 88 → 76 → 58. IWY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 53% veterans vs 24% newcomers

■ 53% veterans ■ 22% 1-2yr ■ 24% new
Entry-cohort mix of 638 holders: 340 (53%) are 2+ year veterans, 143 entered 1–2 years ago, and 155 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
29 of 635 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — IWY

In 2026 Q1, 318 hedge funds were net buyers of IWY (58 opened a new position, 260 added to an existing one), while 261 reduced or exited (201 trimmed, 60 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 30% of total institutional value in IWY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 636.

Hedge Fund Ownership: IWY

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

Market Analysis: IWY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWY

-- --

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

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

Signal Freshness measures how much IWY 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 · 75d ago
IWY
+14.5%
SPY
+14.1%

IWY outperformed SPY by +0.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
IWY
-2.5%
SPY
+0.3%

Since the filing became public, IWY 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.

24 top-rated funds 43 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: IWY
626 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 626 638 -1.88%
13F Shares 47M 46M 2.71%
Total Value $10.58B $11.71B -9.7%
New Positions 56 76 -20
Increased Positions 257 217 +40
Closed Positions 68 49 +19
Reduced Positions 197 225 -28
Total Calls 2 3 -33.33%
Total Puts 1 3 -66.67%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: IWY

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Institutional Holders (2026 Q1)

626 + investors

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

QUARTER:
Top 25 IWY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Citizens Asset Management, Inc. 26.72% 302,820 $75.4M
2 Boulay Financial Advisors, LLC 17.42% 610,081 $151.8M
3 Victory Financial Group, LLC 14.14% 462,598 $115.1M
4 Baer Investment Advisory LLC 14.14% 462,598 $115.1M
5 Kingdom Financial Group LLC. 11.98% 168,261 $41.9M
6 Lloyd Advisory Services, LLC. 11.98% 168,261 $41.9M
7 Howard Bailey Securities, LLC 11.45% 111,862 $27.8M
8 Hidden Cove Wealth Management, LLC 10.63% 66,496 $16.5M
9 LifeWealth Investments, LLC 9.83% 132,322 $32.9M
10 SOA Wealth Advisors, LLC. 9.72% 206,948 $51.5M
11 Equity Wealth Partners, LLC 9.62% 59,794 $14.9M
12 Intelligence Driven Advisers, LLC 8.93% 205,774 $51.2M
13 Key Capital Management, INC 8.90% 54,162 $13.5M
14 Aspire Capital Advisors LLC 8.14% 145,234 $36.1M
15 Richard P Slaughter Associates Inc 7.66% 142,511 $35.5M
16 Portfolio Strategies, Inc. 7.62% 248,470 $61.8M
17 Forum Private Client Group LLC 7.29% 87,781 $21.9M
18 Fischer Financial Services, Inc. 7.13% 85,244 $21.2M
19 Cosner Financial Group, LLC 7.11% 52,046 $13.0M
20 Family Capital Management, Inc. 7.08% 63,993 $15.9M
21 Matters Capital LLC 6.99% 31,685 $7.9M
22 Compton Wealth Advisory Group, LLC 6.64% 118,862 $29.8M
23 Envestnet Portfolio Solutions, Inc. 6.53% 4,738,488 $1.18B
24 Sunrise Financial Services, LLC 5.54% 31,399 $7.8M
25 Stonebridge Financial Planning Group, LLC 5.47% 59,896 $14.9M
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 (IWY)

What does the Smart Money Trend signal show for IWY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IWY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IWY?

Slight buying edge — 55% buying: Last quarter: 318 funds bought or added vs 261 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 IWY holders?

Strong quality — 30% AUM from major funds: 29 of 635 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IWY?

51% of holders stayed for 2+ years: 324 out of 636 hedge funds have held IWY 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 (IWY) following the 2026 Q1 hedge fund 13F filings?

As of today, IWY has moved -2.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -2.8%. Since the quarter end (March 31, 2026), IWY has gained +14.5% vs +14.1% 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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