Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IWY)

681 + 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
↑ +52
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — IWY

Based on 688 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
688 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.
🚀

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

fund count last 6Q
+121 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 — 53% buying

323 buying283 selling
Last quarter: 323 funds bought or added vs 283 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 (+39 vs last Q)

new funds entering per quarter
Funds opening a new IWY position: 88 → 77 → 58 → 97. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 29% medium ■ 19% new
360 out of 688 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.
💰

Price up while funds trimmed (+19% value, -6% shares)

Value
+19%
Shares
-6%
Last quarter: total value of institutional IWY holdings rose +19% even though funds reduced share count by 6%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~97 new funds/quarter

82 → 88 → 77 → 58 → 97 new funds/Q
New funds entering each quarter: 88 → 77 → 58 → 97. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 25% newcomers

■ 53% veterans ■ 22% 1-2yr ■ 25% new
Entry-cohort mix of 691 holders: 365 (53%) are 2+ year veterans, 155 entered 1–2 years ago, and 171 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
35 of 686 holders rank in the top 100 by AUM, accounting for 31% 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 Q2, 323 hedge funds were net buyers of IWY (97 opened a new position, 226 added to an existing one), while 283 reduced or exited (238 trimmed, 45 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 31% of total institutional value in IWY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +52 funds (more new holders than closures). Total institutional holders: 688.

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 Q2 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 June 30, 2026 · 79d ago
IWY
-2.7%
SPY
+1.4%

IWY outperformed SPY by -4.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 34d ago
IWY
-3.2%
SPY
-2.4%

Since the filing became public, IWY outperformed SPY by -0.8% .

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.

16 top-rated funds 40 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IWY
681 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 681 636 7.08%
13F Shares 44M 47M -6.22%
Total Value $12.65B $10.60B 19.33%
New Positions 95 58 +37
Increased Positions 225 260 -35
Closed Positions 48 61 -13
Reduced Positions 237 200 +37
Total Calls 3 2 50.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.5 Bullish

Statistics: IWY

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Institutional Holders (2026 Q2)

681 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Montgomery Financial Services LLC 18.72% 74,091 $21.5M
2 First Citizens Asset Management, Inc. 18.18% 240,794 $28.8M
3 Boulay Financial Advisors, LLC 16.60% 617,030 $179.3M
4 First Citizens Bank & Trust Co 14.89% 3,425,577 $995.5M
5 Victory Financial Group, LLC 13.82% 453,284 $131.7M
6 Kingdom Financial Group LLC. 13.46% 181,309 $52.7M
7 Howard Bailey Securities, LLC 12.52% 114,885 $33.4M
8 Hidden Cove Wealth Management, LLC 11.11% 69,390 $20.2M
9 LifeWealth Investments, LLC 10.93% 140,725 $40.9M
10 Bush Investment Group, LLC 10.69% 78,615 $19.6M
11 Key Capital Management, INC 10.64% 71,128 $20.7M
12 SOA Wealth Advisors, LLC. 10.20% 208,928 $60.7M
13 Intelligence Driven Advisers, LLC 9.71% 205,851 $59.8M
14 Aspire Capital Advisors LLC 8.15% 144,097 $41.9M
15 Cosner Financial Group, LLC 7.98% 53,468 $15.5M
16 Forum Private Client Group LLC 7.85% 90,802 $26.4M
17 Richard P Slaughter Associates Inc 7.52% 132,048 $38.4M
18 Family Capital Management, Inc. 7.28% 64,584 $18.8M
19 Compton Wealth Advisory Group, LLC 6.82% 117,409 $33.8M
20 Equity Wealth Partners, LLC 6.72% 64,297 $18.7M
21 Portfolio Strategies, Inc. 6.47% 227,020 $66.0M
22 Matters Capital LLC 6.44% 31,688 $9.2M
23 Fischer Financial Services, Inc. 6.26% 85,786 $24.9M
24 Cornerstone Wealth, LLC/TN 6.18% 42,197 $12.2M
25 Sunrise Financial Services, LLC 5.76% 33,346 $9.7M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 53% buying: Last quarter: 323 funds bought or added vs 283 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 — 31% AUM from major funds: 35 of 686 holders rank in the top 100 by AUM, accounting for 31% 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?

52% of holders stayed for 2+ years: 360 out of 688 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 Q2 hedge fund 13F filings?

As of today, IWY has moved -3.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (June 30, 2026), IWY has gained -2.7% vs +1.4% 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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