Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IYE)

326 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — IYE

Based on 330 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IYE 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 (99% of max)

99% of all-time peak
330 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.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+24% 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. The peak was reached in just 3 quarters from the low — a sharp move.
🟠

More sellers than buyers — 49% buying

143 buying148 selling
Last quarter: 148 funds reduced or exited vs 143 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.
⚠️

Fewer new buyers each quarter (-42 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 30 → 36 → 86 → 44. 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.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
211 out of 330 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.
🚀

Acceleration phase — new buyers rushing in

25 → 30 → 36 → 86 → 44 new funds/Q
New funds entering each quarter: 30 → 36 → 86 → 44. 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.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 18% new
Entry-cohort mix of 331 holders: 234 (71%) are 2+ year veterans, 36 entered 1–2 years ago, and 61 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
28 of 330 holders are among the 100 largest funds by AUM, controlling 50% 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.
3.9
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 — IYE

In 2026 Q2, 143 hedge funds were net buyers of IYE (44 opened a new position, 99 added to an existing one), while 148 reduced or exited (99 trimmed, 49 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 50% of total institutional value in IYE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 330.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 3 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: IYE
326 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 326 335 -2.69%
13F Shares 14M 16M -8.76%
Total Value $800M $998M -19.91%
New Positions 43 86 -43
Increased Positions 98 93 +5
Closed Positions 52 23 +29
Reduced Positions 99 83 +16
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IYE

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Institutional Holders (2026 Q2)

326 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Financial Consulting LLC 5.05% 131,435 $7.4M
2 Camarda Financial Advisors, LLC 4.10% 239,220 $13.5M
3 Ak Global Asset Management, LLC 2.61% 18,832 $3.1M
4 Artesa Financial Group, LLC 2.34% 48,308 $2.7M
5 Three Seasons Wealth, LLC 1.74% 337,812 $19.1M
6 Counterweight Ventures, LLC 1.29% 45,886 $2.6M
7 Bright Rock Capital Management, LLC 1.13% 100,000 $5.7M
8 PGIM Custom Harvest LLC 1.11% 1,567,303 $88.7M
9 Forte Asset Management LLC 1.06% 45,786 $2.6M
10 Advisortrust Partners, LLC 1.04% 53,884 $3.0M
11 USA Financial Formulas 1.02% 98,658 $5.6M
12 Asempa Wealth Advisors 0.94% 22,356 $1.3M
13 Gerald Baker Financial Group LLC 0.86% 53,521 $3.0M
14 Foundation Wealth Management, LLC 0.85% 25,534 $1.4M
15 First Citizens Financial Corp 0.84% 35,636 $2.0M
16 Ballew Advisors, Inc 0.75% 25,691 $1.5M
17 Cottonwood Capital Advisors, LLC 0.68% 19,929 $1.1M
18 Eddie Patel Inc 0.67% 19,783 $1.1M
19 Wealthstar Advisors, LLC 0.58% 35,097 $2.0M
20 Brendel Financial Advisors LLC 0.47% 17,948 $1.0M
21 Northwest Wealth Advisors, LLC 0.47% 14,350 $812K
22 CrossGen Wealth, LLC 0.41% 9,322 $528K
23 Biondo Investment Advisors, LLC 0.33% 47,234 $2.7M
24 Commonwealth Retirement Investments LLC 0.31% 20,141 $1.1M
25 Lee Johnson Capital Management, LLC 0.30% 16,718 $946K
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?

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

More sellers than buyers — 49% buying: Last quarter: 148 funds reduced or exited vs 143 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 IYE holders?

Elite ownership — 50% AUM from top-100 funds: 28 of 330 holders are among the 100 largest funds by AUM, controlling 50% 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?

64% of holders stayed for 2+ years: 211 out of 330 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.

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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