Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IWY)

605 + 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
↑ +22
Streak
3Q ▲
Buyers last Q
51%

Smart Money Signals — IWY

Based on 602 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 IWY 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
602 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 — +12% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

276 buying264 selling
Last quarter: 276 funds bought or added vs 264 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: 59 → 74 → 82 → 69. 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.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 32% medium ■ 19% new
299 out of 602 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.
📈

Growing discovery — still being found

101 → 59 → 74 → 82 → 69 new funds/Q
New funds entering each quarter: 59 → 74 → 82 → 69. A growing number of institutions are discovering IWY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 19% 1-2yr ■ 29% new
Of 605 current holders: 312 (52%) 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.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
23 of 602 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: 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

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

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

45 top-rated funds 31 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: IWY
2026 Q1 Stats Unlock in 21 days 605 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 605 582 3.95%
13F Shares 45M 45M -0.62%
Total Value $11.31B $11.26B 0.44%
New Positions 69 82 -13
Increased Positions 207 212 -5
Closed Positions 47 38 +9
Reduced Positions 222 189 +33
Total Calls 3 3 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: IWY

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

605 + investors

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

Top 25 institutional holders of IWY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Citizens Asset Management, Inc. 26.72% 302,820 $75.4M
2 VICTORY FINANCIAL GROUP, LLC 14.14% 462,598 $115.1M
3 Baer Investment Advisory LLC 14.14% 462,598 $115.1M
4 HOWARD BAILEY SECURITIES, LLC 11.45% 111,862 $27.8M
5 Hidden Cove Wealth Management, LLC 10.63% 66,496 $16.5M
6 LifeWealth Investments, LLC 9.83% 132,322 $32.9M
7 Aspire Capital Advisors LLC 8.14% 145,234 $36.1M
8 Richard P Slaughter Associates Inc 7.66% 142,511 $35.5M
9 Fischer Financial Services, Inc. 7.13% 85,244 $21.2M
10 Family Capital Management, Inc. 7.08% 63,993 $15.9M
11 Compton Wealth Advisory Group, LLC 6.64% 118,862 $29.8M
12 Sculati Wealth Management, LLC 5.37% 58,491 $14.6M
13 Bluesphere Advisors LLC 4.50% 50,848 $12.7M
14 SVB WEALTH LLC 4.47% 272,431 $67.8M
15 Future Financial Wealth Managment LLC 3.99% 22,623 $6.2M
16 Meridian Financial Partners LLC 3.99% 41,607 $10.5M
17 Investors Research Corp 3.93% 82,548 $20.5M
18 YANKCOM Partnership 3.86% 37,695 $9.4M
19 Atwater Malick LLC 3.76% 55,975 $13.9M
20 626 Financial, LLC 3.51% 31,646 $7.9M
21 FLP Wealth Management, LLC 3.49% 27,124 $1.7M
22 FORONJY FINANCIAL LLC 2.93% 28,303 $7.0M
23 Bond & Devick Financial Network, Inc. 2.85% 41,009 $10.2M
24 Benchmark Financial Wealth Advisors, LLC 2.82% 40,872 $10.2M
25 Nova Wealth Management, Inc. 2.75% 16,989 $4.2M
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 (IWY)

What does the Smart Money Trend signal show for IWY?

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

Slight buying edge — 51% buying: Last quarter: 276 funds bought or added vs 264 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 — 29% AUM from major funds: 23 of 602 holders rank in the top 100 by AUM, accounting for 29% 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?

50% of holders stayed for 2+ years: 299 out of 602 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.

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.