Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IYE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +63
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — IYE

Based on 334 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IYE 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
334 hedge funds hold IYE 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 — +15% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟢

More buyers than sellers — 63% buying

178 buying106 selling
Last quarter: 178 funds were net buyers (86 opened a brand new position + 92 added to an existing one). Only 106 were sellers (83 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+50 vs last Q)

new funds entering per quarter
Funds opening a new IYE position: 24 → 30 → 36 → 86. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 19% medium ■ 20% new
202 out of 334 hedge funds have held IYE 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.
💰

Value +71% but shares only +27% — price-driven

Value
+70%
Shares
+27%
Last quarter: the total dollar value of institutional holdings rose +71%, but actual share count only changed +27%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

39 → 24 → 30 → 36 → 86 new funds/Q
New funds entering each quarter: 24 → 30 → 36 → 86. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Of 335 current holders: 225 (67%) 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 — 53% AUM from top-100 funds

53% from top-100 AUM funds
22 of 334 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in IYE. 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.

Institutional Sentiment Summary — IYE

In 2026 Q1, 178 hedge funds were net buyers of IYE (86 opened a new position, 92 added to an existing one), while 106 reduced or exited (83 trimmed, 23 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 53% of total institutional value in IYE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +63 funds (more new holders than closures). Total institutional holders: 334.

Hedge Fund Ownership: IYE

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

Market Analysis: IYE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IYE

-- --

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

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

Signal Freshness measures how much IYE 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 · 78d ago
IYE
-9.5%
SPY
+15.9%

IYE outperformed SPY by -25.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
IYE
-6.9%
SPY
+2.0%

Since the filing became public, IYE outperformed SPY by -8.9% .

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.

14 top-rated funds 3 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: IYE
333 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 333 271 22.88%
13F Shares 16M 12M 27.05%
Total Value $998M $585M 70.55%
New Positions 85 36 +49
Increased Positions 92 77 +15
Closed Positions 23 32 -9
Reduced Positions 83 90 -7
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IYE

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Institutional Holders (2026 Q1)

333 + investors

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

QUARTER:
Top 25 IYE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WealthCare Asset Management, LLC 8.95% 129,812 $8.4M
2 Rps Advisory Solutions LLC 4.92% 133,941 $8.7M
3 Bright Rock Capital Management, LLC 3.84% 300,000 $19.4M
4 Artesa Financial Group, LLC 2.97% 48,065 $3.1M
5 Forte Asset Management LLC 1.85% 65,203 $4.2M
6 Counterweight Ventures, LLC 1.68% 46,335 $3.0M
7 Three Seasons Wealth, LLC 1.60% 64,694 $4.2M
8 PGIM Custom Harvest LLC 1.48% 1,459,665 $94.5M
9 Foundation Wealth Management, LLC 1.20% 27,516 $1.8M
10 Asempa Wealth Advisors 1.19% 21,904 $1.4M
11 Wealthstar Advisors, LLC 1.15% 37,929 $2.5M
12 Gerald Baker Financial Group LLC 1.10% 61,276 $2.8M
13 First Citizens Financial Corp 1.09% 35,660 $2.3M
14 Southern Capital Advisors, LLC 1.03% 34,082 $2.2M
15 Cottonwood Capital Advisors, LLC 0.91% 19,966 $1.3M
16 Ballew Advisors, Inc 0.88% 25,709 $1.6M
17 Northwest Wealth Advisors, LLC 0.55% 11,996 $777K
18 CrossGen Wealth, LLC 0.52% 9,185 $595K
19 Apeiron RIA LLC 0.41% 27,469 $1.8M
20 Lee Johnson Capital Management, LLC 0.40% 17,432 $1.1M
21 Commonwealth Retirement Investments LLC 0.40% 20,141 $1.3M
22 Wealth Management Partners, LLC 0.40% 21,647 $1.4M
23 Biondo Investment Advisors, LLC 0.38% 46,129 $3.0M
24 Lakeshore Capital Group, Inc. 0.36% 6,865 $445K
25 Symphony Financial, Ltd. Co. 0.34% 39,384 $2.6M
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 (IYE)

What does the Smart Money Trend signal show for IYE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IYE 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 IYE?

More buyers than sellers — 63% buying: Last quarter: 178 funds were net buyers (86 opened a brand new position + 92 added to an existing one). Only 106 were sellers (83 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IYE holders?

Elite ownership — 53% AUM from top-100 funds: 22 of 334 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in IYE. 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 IYE?

60% of holders stayed for 2+ years: 202 out of 334 hedge funds have held IYE 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 (IYE) following the 2026 Q1 hedge fund 13F filings?

As of today, IYE has moved -6.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -8.9%. Since the quarter end (March 31, 2026), IYE has gained -9.5% vs +15.9% 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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