Ishares Tr (IXN) Hedge Fund Ownership (Q2 2026)

Ishares Tr (IXN)

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

Smart Money Signals — IXN

Based on 564 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added IXN 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

564 hedge funds hold IXN 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 — +30% more funds vs a year ago

fund count last 6Q

+130 new funds entered over the past year (+30% 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 — 57% buying

258 buying197 selling

Last quarter: 258 funds bought or added vs 197 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 (+54 vs last Q)

new funds entering per quarter

Funds opening a new IXN position: 47 → 75 → 52 → 106. 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

329 out of 564 hedge funds have held IXN 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.

💰

Value +50% but shares only +4% — price-driven

Value

+50%

+4%

Last quarter: the total dollar value of institutional holdings rose +50%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

46 → 47 → 75 → 52 → 106 new funds/Q

New funds entering each quarter: 47 → 75 → 52 → 106. A growing number of institutions are discovering IXN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 61% veterans vs 27% newcomers

■ 61% veterans ■ 13% 1-2yr ■ 27% new

Entry-cohort mix of 567 holders: 344 (61%) are 2+ year veterans, 72 entered 1–2 years ago, and 151 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds

30 of 562 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IXN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

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 Q2)	Prior (2026 Q1)	Change
Funds Holding	555	494	12.35%
13F Shares	31M	30M	4.44%
Total Value	$4.38B	$2.92B	50.15%
New Positions	102	52	+50
Increased Positions	152	128	+24
Closed Positions	39	42	-3
Reduced Positions	159	160	-1
Total Calls	2	1	100.0%
Total Puts	3	0	100%
PUT/CALL Ratio	1.5	0.0	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

555

494

12.35%

13F Shares

31M

30M

4.44%

Total Value

$4.38B

$2.92B

50.15%

New Positions

102

+50

Increased Positions

152

128

+24

Closed Positions

-3

Reduced Positions

159

160

-1

Total Calls

100.0%

Total Puts

100%

PUT/CALL Ratio

1.5

0.0

Bearish

Institutional Holders (2026 Q2)

555 + investors

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

QUARTER:

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

Top 25 IXN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Portfolio Strategies, Inc.	12.97%	911,690	$132.2M
2	Nicholson Meyer Capital Management, Inc.	6.96%	72,285	$10.4M
3	Fsa Wealth Partners, INC.	6.64%	183,648	$26.5M
4	VAUGHAN & Co SECURITIES, INC.	5.55%	82,393	$11.9M
5	Sava Penzisko Drushtvo A.D. Skopje	5.44%	176,230	$20.4M
6	Patten & Patten Inc/Tn	4.36%	569,817	$82.3M
7	Decision Investments, Inc	3.99%	30,298	$4.4M
8	Phoenix Financial Ltd.	3.95%	4,005,100	$578.7M
9	New Insight Wealth Advisors	3.75%	88,111	$12.7M
10	Shira Ridge Wealth Management	3.49%	69,258	$10.0M
11	Summit Wealth Group, LLC	2.98%	100,969	$14.6M
12	Northland Securities, INC.	2.92%	34,721	$5.0M
13	J. Mark Nickell & Co.	2.90%	25,165	$3.6M
14	Defined Wealth Management, LLC	2.57%	34,622	$5.0M
15	Oak Barrel Wealth Advisory LLC	2.46%	38,569	$5.6M
16	Flagship Private Wealth, LLC	2.44%	47,737	$6.9M
17	PGIM Custom Harvest LLC	1.98%	1,093,248	$158.0M
18	Cardinal Strategic Wealth Guidance	1.95%	59,402	$8.6M
19	Silvia Mccoll Wealth Management, LLC	1.89%	21,800	$3.1M
20	NFSG Corp	1.85%	103,630	$15.0M
21	Fulcrum Wealth Advisors, LLC	1.72%	15,564	$2.2M
22	Rollins Financial Advisors, LLC	1.66%	87,215	$12.6M
23	Shum Financial Group, Inc.	1.61%	18,531	$2.7M
24	Fca Corp /Tx	1.48%	41,725	$6.0M
25	Bellwether Advisors, LLC	1.43%	66,780	$9.6M

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 (IXN)

What does the Smart Money Trend signal show for IXN?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IXN 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 IXN?

Slight buying edge — 57% buying: Last quarter: 258 funds bought or added vs 197 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 IXN holders?

Elite ownership — 50% AUM from top-100 funds: 30 of 562 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IXN. 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 IXN?

58% of holders stayed for 2+ years: 329 out of 564 hedge funds have held IXN 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Ishares Tr (IXN)

Smart Money Signals — IXN

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +30% more funds vs a year ago

Slight buying edge — 57% buying

More new buyers each quarter (+54 vs last Q)

58% of holders stayed for 2+ years

Value +50% but shares only +4% — price-driven

Growing discovery — still being found

Veteran-anchored — 61% veterans vs 27% newcomers

Elite ownership — 50% AUM from top-100 funds

Institutional Sentiment Summary — IXN

Hedge Fund Ownership: IXN

Market Analysis: IXN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IXN

Hedge Fund Positioning: IXN

Statistics: IXN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IXN)

Welcome to 13Foresight!