ISHARES TR (IXP): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (IXP)

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

Smart Money Signals — IXP

Based on 119 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added IXP 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

119 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.

🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q

+28 new funds entered over the past year (+31% 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 — 59% buying

62 buying43 selling

Last quarter: 62 funds bought or added vs 43 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.

➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 19 → 22 → 19 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 24% medium ■ 23% new

63 out of 119 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.

➡️

Steady discovery — ~16 new funds/quarter

10 → 19 → 22 → 19 → 16 new funds/Q

New funds entering each quarter: 19 → 22 → 19 → 16. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 14% 1-2yr ■ 28% new

Of 121 current holders: 70 (58%) 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 — 49% AUM from top-100 funds

49% from top-100 AUM funds

18 of 119 holders are among the 100 largest funds by AUM, controlling 49% 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.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	121	115	5.22%
13F Shares	4M	4M	-2.67%
Total Value	$475M	$552M	-13.93%
New Positions	16	19	-3
Increased Positions	46	29	+17
Closed Positions	12	11	+1
Reduced Positions	32	34	-2
Total Calls	2	0	100%
Total Puts	2	2	-
PUT/CALL Ratio	1.0	0.0	Neutral

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

121

115

5.22%

13F Shares

-2.67%

Total Value

$475M

$552M

-13.93%

New Positions

-3

Increased Positions

+17

Closed Positions

Reduced Positions

-2

Total Calls

100%

Total Puts

PUT/CALL Ratio

1.0

0.0

Neutral

Institutional Holders (2026 Q1)

121 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of IXP — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	CORRADO ADVISORS, LLC	1.91%	31,874	$3.7M
2	Cadent Capital Advisors, LLC	0.18%	6,049	$695K
3	MERIDIAN INVESTMENT COUNSEL INC.	0.18%	6,500	$747K
4	ROCKLAND TRUST CO	0.16%	34,091	$3.9M
5	Slow Capital, Inc.	0.15%	10,082	$1.2M
6	Tiller Private Wealth, Inc.	0.13%	3,155	$362K
7	Sightline Wealth Advisors, LLC	0.10%	2,004	$230K
8	Well Done, LLC	0.08%	4,841	$556K
9	PW Nova Financial Services LLC	0.08%	1,759	$213K
10	JOURNEY STRATEGIC WEALTH LLC	0.06%	22,038	$2.5M
11	Sowell Financial Services LLC	0.06%	13,232	$1.5M
12	U.S. Capital Wealth Advisors, LLC	0.05%	17,603	$2.0M
13	WBH ADVISORY INC	0.04%	4,106	$474K
14	HSBC HOLDINGS PLC	0.03%	470,595	$54.1M
15	Pictet Asset Management Holding SA	0.03%	230,310	$25.7M
16	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	2,284	$262K
17	Goodman Advisory Group, LLC	0.01%	344	$40K
18	Csenge Advisory Group	0.01%	1,756	$202K
19	Midwest Trust Co	0.01%	6,000	$689K
20	CVA Family Office, LLC	0.01%	700	$80K
21	North Star Investment Management Corp.	0.01%	834	$96K
22	UNION SAVINGS BANK	0.01%	105	$12K
23	Winch Advisory Services, LLC	0.00%	137	$16K
24	SBI Securities Co., Ltd.	0.00%	972	$112K
25	Realta Investment Advisors	0.00%	74	$8K

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?

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

Slight buying edge — 59% buying: Last quarter: 62 funds bought or added vs 43 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 IXP holders?

Elite ownership — 49% AUM from top-100 funds: 18 of 119 holders are among the 100 largest funds by AUM, controlling 49% 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?

53% of holders stayed for 2+ years: 63 out of 119 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.

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

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +31% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~16 new funds per quarter

53% of holders stayed for 2+ years

Steady discovery — ~16 new funds/quarter

Deep conviction — 58% of holders stayed 2+ years

Elite ownership — 49% AUM from top-100 funds

Hedge Fund Ownership: IXP

Market Analysis: IXP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IXP

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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