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

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

As of today, IXP has moved -5.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -5.5%. Since the quarter end (March 31, 2026), IXP gained +1.4% 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 (IXP)

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

Smart Money Signals — IXP

Based on 118 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 IXP 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 (96% of max)

96% of all-time peak

118 hedge funds hold IXP 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 — +18% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+18% 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

47 buying54 selling

Last quarter: 54 funds reduced or exited vs 47 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.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 22 → 21 → 16 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new

66 out of 118 hedge funds have held IXP 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.

📊

Peak discovery — momentum slowing

19 → 22 → 21 → 16 → 11 new funds/Q

New funds entering each quarter: 22 → 21 → 16 → 11. IXP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 56% veterans vs 30% newcomers

■ 56% veterans ■ 13% 1-2yr ■ 30% new

Entry-cohort mix of 119 holders: 67 (56%) are 2+ year veterans, 16 entered 1–2 years ago, and 36 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds

21 of 117 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IXP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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	118	123	-4.07%
13F Shares	3M	4M	-27.51%
Total Value	$317M	$475M	-33.22%
New Positions	11	16	-5
Increased Positions	35	47	-12
Closed Positions	16	14	+2
Reduced Positions	38	31	+7
Total Calls	1	2	-50.0%
Total Puts	1	2	-50.0%
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

118

123

-4.07%

13F Shares

-27.51%

Total Value

$317M

$475M

-33.22%

New Positions

-5

Increased Positions

-12

Closed Positions

Reduced Positions

Total Calls

-50.0%

Total Puts

-50.0%

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q1)

118 + investors

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

QUARTER:

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

Top 25 IXP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	HC Advisors, LLC	2.07%	26,962	$3.1M
2	Corrado Advisors, LLC	1.91%	31,874	$3.7M
3	PGIM Custom Harvest LLC	0.96%	533,933	$61.3M
4	Paragon Advisors, LLC	0.70%	22,438	$2.6M
5	Destination Wealth Management	0.22%	72,847	$8.4M
6	Cadent Capital Advisors, LLC	0.18%	6,049	$695K
7	Meridian Investment Counsel INC.	0.18%	6,500	$747K
8	Rockland Trust Co	0.16%	34,091	$3.9M
9	Slow Capital, Inc.	0.15%	10,082	$1.2M
10	Tiller Private Wealth, Inc.	0.13%	3,155	$362K
11	Gts Securities LLC	0.12%	28,392	$3.3M
12	Capital Square, LLC	0.11%	1,900	$233K
13	One Charles Private Wealth Services, LLC	0.10%	3,545	$407K
14	Sightline Wealth Advisors, LLC	0.10%	2,004	$230K
15	Banco Santander, S.A.	0.10%	104,386	$12.0M
16	Well Done, LLC	0.08%	4,841	$556K
17	PW Nova Financial Services LLC	0.08%	1,759	$213K
18	Journey Strategic Wealth LLC	0.06%	22,038	$2.5M
19	Sowell Financial Services LLC	0.06%	13,232	$1.5M
20	U.S. Capital Wealth Advisors, LLC	0.05%	17,603	$2.0M
21	Wbh Advisory Inc	0.04%	4,106	$474K
22	Vivaldi Capital Management LP	0.04%	2,233	$256K
23	HSBC Holdings plc	0.03%	470,595	$54.1M
24	Federation des caisses Desjardins du Quebec	0.03%	67,836	$7.8M
25	Pictet Asset Management Holding SA	0.03%	230,310	$25.7M

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 (IXP)

What does the Smart Money Trend signal show for IXP?

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

More sellers than buyers — 47% buying: Last quarter: 54 funds reduced or exited vs 47 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 IXP holders?

Elite ownership — 42% AUM from top-100 funds: 21 of 117 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IXP. 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 IXP?

56% of holders stayed for 2+ years: 66 out of 118 hedge funds have held IXP 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 (IXP) following the 2026 Q1 hedge fund 13F filings?

As of today, IXP has moved -5.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -5.5%. Since the quarter end (March 31, 2026), IXP has gained +1.4% 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 (IXP)

Smart Money Signals — IXP

Selling streak — 1 quarter in a row

At the ownership peak (96% of max)

Steady growth — +18% more funds vs a year ago

More sellers than buyers — 47% buying

Steady new buyers — ~11 new funds per quarter

56% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 56% veterans vs 30% newcomers

Elite ownership — 42% AUM from top-100 funds

Institutional Sentiment Summary — IXP

Hedge Fund Ownership: IXP

Market Analysis: IXP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IXP

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

Hedge Fund Positioning: IXP

Statistics: IXP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (IXP)

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