Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IXN)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +39
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — IXN

Based on 458 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
458 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 — +8% more funds vs a year ago

fund count last 6Q
+32 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.
🟡

Slight buying edge — 51% buying

195 buying191 selling
Last quarter: 195 funds bought or added vs 191 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 (+25 vs last Q)

new funds entering per quarter
Funds opening a new IXN position: 41 → 38 → 45 → 70. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 18% medium 17% new
297 out of 458 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

36 → 41 → 38 → 45 → 70 new funds/Q
New funds entering each quarter: 41 → 38 → 45 → 70. A growing number of institutions are discovering IXN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 14% 1-2yr 22% new
Of 459 current holders: 297 (65%) 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 — 52% AUM from top-100 funds

52% from top-100 AUM funds
22 of 458 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 6 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: IXN
2026 Q1 Stats Unlock in 21 days 459 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 459 420 9.29%
13F Shares 26M 25M 4.99%
Total Value $2.77B $2.60B 6.64%
New Positions 70 45 +25
Increased Positions 127 109 +18
Closed Positions 31 35 -4
Reduced Positions 160 133 +27
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IXN

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

459 + investors

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

Top 25 institutional holders of IXN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nicholson Meyer Capital Management, Inc. 6.40% 83,507 $8.3M
2 VAUGHAN & Co SECURITIES, INC. 4.59% 88,375 $8.8M
3 DECISION INVESTMENTS, INC 3.44% 30,228 $3.0M
4 Shira Ridge Wealth Management 2.79% 70,481 $7.0M
5 DEFINED WEALTH MANAGEMENT, LLC 2.04% 34,789 $3.5M
6 Flagship Private Wealth, LLC 2.01% 49,526 $5.0M
7 Cardinal Strategic Wealth Guidance 1.72% 65,350 $6.5M
8 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1.44% 21,800 $2.2M
9 Shum Financial Group, Inc. 1.34% 18,893 $1.9M
10 Catalyst Investment Management LLC 0.98% 7,593 $886K
11 Clarus Wealth Advisors 0.94% 21,440 $2.2M
12 Asempa Wealth Advisors 0.72% 8,105 $824K
13 FORTE ASSET MANAGEMENT LLC 0.64% 14,590 $1.5M
14 Bernardo Wealth Planning LLC 0.62% 31,645 $3.2M
15 Oxinas Partners, LLC 0.58% 12,783 $1.3M
16 Balance Wealth, LLC 0.49% 15,923 $1.6M
17 Shelter Rock Management, LLC 0.47% 4,410 $441K
18 Marotta Asset Management 0.43% 23,162 $2.4M
19 Urban Wealth Management, LLC 0.38% 3,715 $371K
20 Slow Capital, Inc. 0.35% 27,237 $2.7M
21 Charter Oak Capital Management, LLC 0.32% 40,770 $4.1M
22 Patten Group, Inc. 0.32% 18,151 $1.8M
23 Narus Financial Partners, LLC 0.32% 12,028 $1.2M
24 MontVue Capital Management, Inc. 0.31% 4,591 $459K
25 Sharkey, Howes & Javer 0.28% 20,810 $2.1M
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 — 2 quarters in a row: For 2 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 — 51% buying: Last quarter: 195 funds bought or added vs 191 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 — 52% AUM from top-100 funds: 22 of 458 holders are among the 100 largest funds by AUM, controlling 52% 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?

65% of holders stayed for 2+ years: 297 out of 458 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.

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.