Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IXUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +101
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — IXUS

Based on 906 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IXUS 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
906 hedge funds hold IXUS 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 — +23% more funds vs a year ago

fund count last 6Q
+170 new funds entered over the past year (+23% 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.
🟢

More buyers than sellers — 64% buying

529 buying292 selling
Last quarter: 529 funds were net buyers (146 opened a brand new position + 383 added to an existing one). Only 292 were sellers (247 trimmed + 45 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+68 vs last Q)

new funds entering per quarter
Funds opening a new IXUS position: 73 → 93 → 78 → 146. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 19% new
556 out of 906 hedge funds have held IXUS 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

91 → 73 → 93 → 78 → 146 new funds/Q
New funds entering each quarter: 73 → 93 → 78 → 146. A growing number of institutions are discovering IXUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Of 908 current holders: 554 (61%) 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.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
23 of 906 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Hedge Fund Ownership: IXUS

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

Market Analysis: IXUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IXUS

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 25 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: IXUS
2026 Q1 Stats Unlock in 19 days 908 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 908 806 12.66%
13F Shares 532M 519M 2.59%
Total Value $44.73B $42.56B 5.1%
New Positions 146 78 +68
Increased Positions 386 302 +84
Closed Positions 45 64 -19
Reduced Positions 248 257 -9
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: IXUS

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Valuation Measures Data as of: --

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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

908 + investors

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

Top 25 institutional holders of IXUS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tiller Private Wealth, Inc. 19.23% 624,614 $54.1M
2 MontVue Capital Management, Inc. 13.38% 226,627 $19.6M
3 Tide Cove Capital Partners LLC 12.59% 199,740 $18.5M
4 Astoria Strategic Wealth, Inc. 11.91% 541,603 $46.9M
5 Kastel Capital Advisors, LLC 10.75% 206,903 $17.5M
6 CAHABA WEALTH MANAGEMENT, INC. 10.40% 1,768,120 $153.2M
7 Hardy Reed LLC 10.02% 1,585,811 $137.4M
8 Waldron Private Wealth LLC 9.79% 2,897,980 $251.1M
9 Compass Ion Advisors, LLC 9.34% 1,130,660 $98.0M
10 Finley Financial, LLC 9.30% 229,382 $19.9M
11 Spectrum Investment Advisors, Inc. 9.07% 210,797 $18.3M
12 Standpoint Asset Management, LLC 9.00% 428,100 $37.1M
13 Bricktown Capital, LLC 8.50% 498,244 $43.2M
14 ES4, LLC 8.02% 143,288 $12.4M
15 Financial Designs Corp 7.61% 157,872 $13.7M
16 Skyline Advisors, Inc. 6.25% 206,663 $17.9M
17 Trinity Wealth Management, LLC 5.72% 179,929 $15.6M
18 Investment Advisory Services Group LLC 5.54% 73,523 $6.4M
19 Townsend Financial Planning, LLC 5.35% 63,764 $5.5M
20 Catalyst Investment Management LLC 5.17% 49,486 $4.7M
21 FORTE ASSET MANAGEMENT LLC 5.04% 132,437 $11.5M
22 CATALYST PRIVATE WEALTH, LLC 4.67% 99,570 $8.6M
23 Traveka Wealth, LLC 4.18% 126,426 $11.0M
24 Legacy Wealth Management, LLC 3.74% 739,814 $64.1M
25 REGATTA CAPITAL GROUP, LLC 3.39% 258,460 $22.4M
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 (IXUS)

What does the Smart Money Trend signal show for IXUS?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IXUS 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 IXUS?

More buyers than sellers — 64% buying: Last quarter: 529 funds were net buyers (146 opened a brand new position + 383 added to an existing one). Only 292 were sellers (247 trimmed + 45 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IXUS holders?

Smaller funds dominant — 13% AUM from top-100: 23 of 906 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IXUS?

61% of holders stayed for 2+ years: 556 out of 906 hedge funds have held IXUS 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.