Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IXN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
3Q ▲
Buyers last Q
47%

Smart Money Signals — IXN

Based on 494 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
494 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+60 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

180 buying200 selling
Last quarter: 200 funds reduced or exited vs 180 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 (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 45 → 47 → 74 → 52. 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.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 19% new
304 out of 494 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.
📈

Growing discovery — still being found

45 → 45 → 47 → 74 → 52 new funds/Q
New funds entering each quarter: 45 → 47 → 74 → 52. A growing number of institutions are discovering IXN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 14% 1-2yr ■ 22% new
Of 494 current holders: 315 (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.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
28 of 494 holders are among the 100 largest funds by AUM, controlling 44% 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.

Institutional Sentiment Summary — IXN

In 2026 Q1, 180 hedge funds were net buyers of IXN (52 opened a new position, 128 added to an existing one), while 200 reduced or exited (160 trimmed, 40 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in IXN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 494.

Hedge Fund Ownership: IXN

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

Market Analysis: IXN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IXN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much IXN has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 79d ago
IXN
+41.1%
SPY
+13.9%

IXN outperformed SPY by +27.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IXN
+6.8%
SPY
+0.2%

Since the filing became public, IXN outperformed SPY by +6.6% .

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.

19 top-rated funds 10 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: IXN
489 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 489 482 1.45%
13F Shares 30M 27M 11.93%
Total Value $2.92B $2.80B 4.11%
New Positions 52 74 -22
Increased Positions 128 132 -4
Closed Positions 45 33 +12
Reduced Positions 159 165 -6
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IXN

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

489 + 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:
Top 25 IXN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Portfolio Strategies, Inc. 11.30% 916,859 $91.7M
2 Sava Penzisko Drushtvo A.D. Skopje 9.05% 296,349 $29.6M
3 Nicholson Meyer Capital Management, Inc. 6.40% 83,507 $8.3M
4 VAUGHAN & Co SECURITIES, INC. 4.59% 88,375 $8.8M
5 Oak Barrel Wealth Advisory LLC 4.24% 67,541 $7.1M
6 Phoenix Financial Ltd. 3.80% 4,005,100 $400.4M
7 Decision Investments, Inc 3.44% 30,228 $3.0M
8 Patten & Patten Inc/Tn 3.28% 543,247 $54.3M
9 New Insight Wealth Advisors 3.18% 88,698 $8.9M
10 Northland Securities, INC. 3.07% 32,246 $3.2M
11 J. Mark Nickell & Co. 2.88% 27,765 $2.8M
12 Shira Ridge Wealth Management 2.79% 70,481 $7.0M
13 Summit Wealth Group, LLC 2.30% 100,149 $10.0M
14 Defined Wealth Management, LLC 2.04% 34,789 $3.5M
15 Flagship Private Wealth, LLC 2.01% 49,526 $5.0M
16 Vickerman Investment Advisors, Inc. 1.97% 93,864 $9.4M
17 Cardinal Strategic Wealth Guidance 1.72% 65,350 $6.5M
18 PGIM Custom Harvest LLC 1.72% 1,101,320 $110.1M
19 NFSG Corp 1.67% 101,862 $10.2M
20 Silvia Mccoll Wealth Management, LLC 1.44% 21,800 $2.2M
21 Rollins Financial Advisors, LLC 1.35% 85,429 $8.5M
22 Shum Financial Group, Inc. 1.34% 18,893 $1.9M
23 Fca Corp /Tx 1.18% 41,875 $4.2M
24 Bellwether Advisors, LLC 1.09% 64,450 $6.4M
25 Catalyst Investment Management LLC 0.98% 7,593 $886K
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 — 3 quarters in a row: For 3 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?

More sellers than buyers — 47% buying: Last quarter: 200 funds reduced or exited vs 180 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 IXN holders?

Elite ownership — 44% AUM from top-100 funds: 28 of 494 holders are among the 100 largest funds by AUM, controlling 44% 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?

62% of holders stayed for 2+ years: 304 out of 494 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.

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

As of today, IXN has moved +6.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +6.6%. Since the quarter end (March 31, 2026), IXN has gained +41.1% 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.

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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