Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IXJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — IXJ

Based on 305 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 IXJ 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
305 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 — +16% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

148 buying108 selling
Last quarter: 148 funds bought or added vs 108 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 (+24 vs last Q)

new funds entering per quarter
Funds opening a new IXJ position: 29 → 61 → 32 → 56. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 18% medium ■ 24% new
178 out of 305 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.
➡️

Steady discovery — ~56 new funds/quarter

37 → 29 → 61 → 32 → 56 new funds/Q
New funds entering each quarter: 29 → 61 → 32 → 56. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 27% newcomers

■ 62% veterans ■ 11% 1-2yr ■ 27% new
Entry-cohort mix of 305 holders: 190 (62%) are 2+ year veterans, 33 entered 1–2 years ago, and 82 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
28 of 304 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in IXJ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — IXJ

In 2026 Q2, 148 hedge funds were net buyers of IXJ (56 opened a new position, 92 added to an existing one), while 108 reduced or exited (74 trimmed, 34 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 74% of total institutional value in IXJ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 305.

Hedge Fund Ownership: IXJ

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

Market Analysis: IXJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IXJ

-- --

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.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: IXJ
300 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 300 283 6.01%
13F Shares 28M 26M 5.45%
Total Value $2.72B $2.46B 10.6%
New Positions 56 32 +24
Increased Positions 90 65 +25
Closed Positions 38 38 -
Reduced Positions 73 87 -14
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IXJ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

300 + 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:
Top 25 IXJ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 1.98% 104,285 $10.3M
2 Phoenix Financial Ltd. 1.80% 2,684,000 $264.1M
3 Algorithmic Investment Models, LLC 1.39% 12,166 $1.2M
4 Viawealth, LLC 1.31% 26,411 $2.6M
5 Fca Corp /Tx 1.30% 53,846 $5.3M
6 Decision Investments, Inc 1.21% 13,563 $1.3M
7 Anson Capital, Inc. 1.10% 17,109 $1.7M
8 Partners Wealth Management, LLC 0.96% 9,931 $977K
9 Managed Asset Portfolios, LLC 0.89% 78,965 $7.8M
10 Royal Fund Management, LLC 0.80% 97,325 $9.6M
11 Legacy Wealth Partners, LLC 0.47% 21,367 $2.1M
12 Logan Stone Capital, LLC 0.41% 19,723 $1.9M
13 Collaborative Capital Advisors LLC 0.37% 5,962 $587K
14 Good Harbor Advisors, Inc. 0.37% 3,833 $377K
15 Clarity Wealth Advisors, LLC 0.33% 19,029 $1.9M
16 Marotta Asset Management 0.31% 18,891 $1.9M
17 Tepp RIA, LLC 0.31% 4,588 $451K
18 Maltin Wealth Management, Inc. 0.30% 9,150 $900K
19 ELCO Management Co., LLC 0.28% 6,627 $652K
20 Robertson Stephens Wealth Management, LLC 0.28% 115,873 $11.4M
21 Balefire, LLC 0.27% 17,078 $1.7M
22 Fortis Advisors, LLC 0.27% 5,799 $571K
23 Waystone Advisors LLC 0.26% 3,557 $350K
24 Meridian Investment Counsel INC. 0.24% 11,503 $1.1M
25 Ci Investments INC. 0.23% 719,900 $70.8M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IXJ 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 IXJ?

Slight buying edge — 58% buying: Last quarter: 148 funds bought or added vs 108 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 IXJ holders?

Elite ownership — 74% AUM from top-100 funds: 28 of 304 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in IXJ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IXJ?

58% of holders stayed for 2+ years: 178 out of 305 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.

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.

Full history →