Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IXUS)

978 + 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
↑ +43
Streak
11Q ▲
Buyers last Q
57%

Smart Money Signals — IXUS

Based on 994 hedge funds · latest filing: 2026 Q1 · 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
994 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 — +28% more funds vs a year ago

fund count last 6Q
+215 new funds entered over the past year (+28% 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 — 57% buying

484 buying367 selling
Last quarter: 484 funds bought or added vs 367 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.
⚠️

Fewer new buyers each quarter (-43 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 99 → 85 → 154 → 111. 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.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new
576 out of 994 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

78 → 99 → 85 → 154 → 111 new funds/Q
New funds entering each quarter: 99 → 85 → 154 → 111. A growing number of institutions are discovering IXUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 26% newcomers

■ 61% veterans ■ 13% 1-2yr ■ 26% new
Entry-cohort mix of 996 holders: 608 (61%) are 2+ year veterans, 134 entered 1–2 years ago, and 254 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
25 of 992 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — IXUS

In 2026 Q1, 484 hedge funds were net buyers of IXUS (111 opened a new position, 373 added to an existing one), while 367 reduced or exited (299 trimmed, 68 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +43 funds (more new holders than closures). Total institutional holders: 994.

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

-- --

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

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

Signal Freshness measures how much IXUS 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
IXUS
+11.7%
SPY
+13.9%

IXUS outperformed SPY by -2.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IXUS
+5.0%
SPY
+0.2%

Since the filing became public, IXUS outperformed SPY by +4.8% .

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.

24 top-rated funds 30 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: IXUS
978 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 978 951 2.84%
13F Shares 536M 537M -0.15%
Total Value $42.00B $45.10B -6.87%
New Positions 106 154 -48
Increased Positions 367 393 -26
Closed Positions 79 48 +31
Reduced Positions 295 263 +32
Total Calls 2 1 100.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: IXUS

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

978 + investors

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

QUARTER:
Top 25 IXUS holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Magnolia Wealth Management, LLC 11.83% 234,427 $20.3M
6 Kastel Capital Advisors, LLC 10.75% 206,903 $17.5M
7 Cahaba Wealth Management, INC. 10.40% 1,768,120 $153.2M
8 Hardy Reed LLC 10.02% 1,585,811 $137.4M
9 Waldron Private Wealth LLC 9.79% 2,897,980 $251.1M
10 Adventist Health System Sunbelt Healthcare Corp 9.58% 3,160,786 $273.9M
11 Mill Creek Capital Advisors, LLC 9.54% 5,357,466 $464.2M
12 Compass Ion Advisors, LLC 9.34% 1,130,660 $98.0M
13 Finley Financial, LLC 9.30% 229,382 $19.9M
14 Spectrum Investment Advisors, Inc. 9.07% 210,797 $18.3M
15 Standpoint Asset Management, LLC 9.00% 428,100 $37.1M
16 Patrick Mauro Investment Advisor, INC. 8.68% 199,360 $17.3M
17 Bricktown Capital, LLC 8.50% 498,244 $43.2M
18 Adventist Health System/ West 8.49% 552,898 $47.9M
19 TRUE Private Wealth Advisors 8.44% 1,022,003 $88.5M
20 Es4, LLC 8.02% 143,288 $12.4M
21 Financial Designs Corp 7.61% 157,872 $13.7M
22 J. R. Prunier Capital Management LLC 6.98% 189,530 $16.4M
23 Skyline Advisors, Inc. 6.25% 206,663 $17.9M
24 Fund Evaluation Group, LLC 6.21% 2,331,612 $202.0M
25 Trinity Wealth Management, LLC 5.72% 179,929 $15.6M
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?

Slight buying edge — 57% buying: Last quarter: 484 funds bought or added vs 367 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 IXUS holders?

Smaller funds dominant — 15% AUM from top-100: 25 of 992 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IXUS?

58% of holders stayed for 2+ years: 576 out of 994 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.

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

As of today, IXUS has moved +5.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +4.8%. Since the quarter end (March 31, 2026), IXUS has gained +11.7% 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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