Ishares Tr (IXJ): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ishares Tr (IXJ) following the 2026 Q1 hedge fund 13F filings?

As of today, IXJ has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (March 31, 2026), IXJ gained -0.6% vs +13.9% 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.

Ishares Tr (IXJ)

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

Smart Money Signals — IXJ

Based on 282 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 IXJ 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 (98% of max)

98% of all-time peak

282 hedge funds hold IXJ 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 — +8% more funds vs a year ago

fund count last 6Q

+22 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 44% buying

96 buying124 selling

Last quarter: 124 funds reduced or exited vs 96 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-30 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 36 → 29 → 61 → 31. 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.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new

164 out of 282 hedge funds have held IXJ 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

23 → 36 → 29 → 61 → 31 new funds/Q

New funds entering each quarter: 36 → 29 → 61 → 31. A growing number of institutions are discovering IXJ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 12% 1-2yr ■ 24% new

Of 282 current holders: 180 (64%) 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 — 23% AUM from major funds

23% from top-100 AUM funds

29 of 282 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	280	288	-2.78%
13F Shares	26M	34M	-23.59%
Total Value	$2.45B	$3.39B	-27.62%
New Positions	30	61	-31
Increased Positions	64	81	-17
Closed Positions	38	29	+9
Reduced Positions	87	75	+12
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

280

288

-2.78%

13F Shares

26M

34M

-23.59%

Total Value

$2.45B

$3.39B

-27.62%

New Positions

-31

Increased Positions

-17

Closed Positions

Reduced Positions

+12

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

280 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IXJ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Phoenix Financial Ltd.	3.31%	3,734,000	$349.3M
2	Decision Investments, Inc	1.43%	13,418	$1.3M
3	Fca Corp /Tx	1.36%	51,406	$4.8M
4	Viawealth, LLC	1.19%	22,919	$2.1M
5	Richard Bernstein Advisors LLC	1.08%	397,027	$37.1M
6	Anson Capital, Inc.	0.98%	15,301	$1.4M
7	Partners Wealth Management, LLC	0.96%	9,996	$935K
8	Ipsen Advisor Group LLC	0.86%	13,215	$1.2M
9	Royal Fund Management, LLC	0.82%	92,011	$8.6M
10	Leo Wealth, LLC	0.81%	119,699	$11.2M
11	Logan Stone Capital, LLC	0.76%	29,207	$2.7M
12	Clarity Wealth Advisors, LLC	0.48%	24,892	$2.3M
13	Good Harbor Advisors, Inc.	0.43%	3,827	$373K
14	Marotta Asset Management	0.34%	19,649	$1.9M
15	Tepp RIA, LLC	0.34%	4,606	$431K
16	Maltin Wealth Management, Inc.	0.32%	9,078	$849K
17	ELCO Management Co., LLC	0.30%	6,627	$620K
18	Sun Group Wealth Partners	0.28%	3,864	$361K
19	Fortis Advisors, LLC	0.27%	5,747	$538K
20	Meridian Investment Counsel INC.	0.26%	11,703	$1.1M
21	Robertson Stephens Wealth Management, LLC	0.24%	93,108	$8.7M
22	Stonegate Management LLC	0.23%	4,000	$354K
23	White Lighthouse Investment Management Inc.	0.21%	16,275	$1.5M
24	J. R. Prunier Capital Management LLC	0.18%	4,634	$433K
25	Invst, LLC	0.16%	15,618	$1.5M

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 (IXJ)

What does the Smart Money Trend signal show for IXJ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IXJ 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 IXJ?

More sellers than buyers — 44% buying: Last quarter: 124 funds reduced or exited vs 96 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IXJ holders?

Strong quality — 23% AUM from major funds: 29 of 282 holders rank in the top 100 by AUM, accounting for 23% 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 IXJ?

58% of holders stayed for 2+ years: 164 out of 282 hedge funds have held IXJ 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 (IXJ) following the 2026 Q1 hedge fund 13F filings?

As of today, IXJ has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (March 31, 2026), IXJ has gained -0.6% vs +13.9% 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.

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Ishares Tr (IXJ)

Smart Money Signals — IXJ

Selling streak — 1 quarter in a row

At the ownership peak (98% of max)

Steady growth — +8% more funds vs a year ago

More sellers than buyers — 44% buying

Fewer new buyers each quarter (-30 vs last Q)

58% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 64% of holders stayed 2+ years

Strong quality — 23% AUM from major funds

Institutional Sentiment Summary — IXJ

Hedge Fund Ownership: IXJ

Market Analysis: IXJ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IXJ

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

Hedge Fund Positioning: IXJ

Statistics: IXJ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IXJ)

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