Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IYF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — IYF

Based on 436 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IYF 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
436 hedge funds hold IYF 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 — +8% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

206 buying171 selling
Last quarter: 206 funds bought or added vs 171 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.
📈

More new buyers each quarter (+29 vs last Q)

new funds entering per quarter
Funds opening a new IYF position: 46 → 66 → 33 → 62. 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+) ■ 19% medium ■ 21% new
265 out of 436 hedge funds have held IYF 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.
📊

Peak discovery — momentum slowing

63 → 46 → 66 → 33 → 62 new funds/Q
New funds entering each quarter: 46 → 66 → 33 → 62. IYF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 13% 1-2yr ■ 27% new
Of 439 current holders: 265 (60%) 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 — 51% AUM from top-100 funds

51% from top-100 AUM funds
23 of 436 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in IYF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: IYF

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

Market Analysis: IYF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IYF

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

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

40 top-rated funds 2 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: IYF
2026 Q1 Stats Unlock in 17 days 439 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 439 427 2.81%
13F Shares 25M 20M 27.16%
Total Value $2.87B $2.51B 14.41%
New Positions 62 33 +29
Increased Positions 147 176 -29
Closed Positions 49 40 +9
Reduced Positions 132 119 +13
Total Calls 2 3 -33.33%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 0.67 Bullish

Statistics: IYF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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)

439 + investors

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

Top 25 institutional holders of IYF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Citizens Financial Corp 3.02% 54,329 $6.4M
2 Finley Financial, LLC 2.23% 40,426 $4.8M
3 Prasad Wealth Partners, LLC 2.19% 68,233 $8.0M
4 Magnus Financial Group LLC 1.97% 206,631 $24.3M
5 XML Financial, LLC 1.08% 113,726 $13.4M
6 KENNICOTT CAPITAL MANAGEMENT LLC 1.06% 16,428 $1.9M
7 Nvest Financial, LLC 1.01% 23,029 $2.7M
8 Financial Freedom, LLC 0.97% 16,591 $2.0M
9 Nova Wealth Management, Inc. 0.87% 11,322 $1.3M
10 Tepp RIA, LLC 0.86% 9,288 $1.1M
11 PATTEN & PATTEN INC/TN 0.83% 116,943 $13.8M
12 Wealthstar Advisors, LLC 0.82% 14,928 $1.8M
13 Colony Family Offices, LLC 0.72% 24,982 $2.9M
14 WealthCare Investment Partners, LLC 0.72% 22,191 $2.6M
15 Stillwater Capital Advisors, LLC 0.67% 50,063 $5.9M
16 Eagle Strategies LLC 0.51% 36,012 $4.2M
17 COTTONWOOD CAPITAL ADVISORS, LLC 0.48% 5,809 $684K
18 Unified Investment Management 0.46% 3,854 $453K
19 Genesee Capital Advisors, LLC 0.43% 8,654 $1.0M
20 Urban Wealth Management, LLC 0.40% 3,315 $390K
21 Game Plan Financial Advisors, LLC 0.40% 7,520 $885K
22 Castle Rock Wealth Management, LLC 0.34% 13,370 $1.6M
23 Wealth Management Partners, LLC 0.31% 9,162 $1.1M
24 Outlook Wealth Advisors, LLC 0.30% 10,703 $1.3M
25 SOUTHERN CAPITAL ADVISORS, LLC 0.30% 5,514 $649K
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 (IYF)

What does the Smart Money Trend signal show for IYF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IYF 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 IYF?

Slight buying edge — 55% buying: Last quarter: 206 funds bought or added vs 171 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 IYF holders?

Elite ownership — 51% AUM from top-100 funds: 23 of 436 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in IYF. 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 IYF?

61% of holders stayed for 2+ years: 265 out of 436 hedge funds have held IYF 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.