Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IYH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -20
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — IYH

Based on 513 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IYH 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 (96% of max)

96% of all-time peak
513 hedge funds hold IYH 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 — +6% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

201 buying218 selling
Last quarter: 218 funds reduced or exited vs 201 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 (-53 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 39 → 40 → 96 → 43. 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.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
338 out of 513 hedge funds have held IYH 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

44 → 39 → 40 → 96 → 43 new funds/Q
New funds entering each quarter: 39 → 40 → 96 → 43. 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 — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 514 holders: 339 (66%) are 2+ year veterans, 70 entered 1–2 years ago, and 105 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
28 of 513 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in IYH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — IYH

In 2026 Q1, 201 hedge funds were net buyers of IYH (43 opened a new position, 158 added to an existing one), while 218 reduced or exited (155 trimmed, 63 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 53% of total institutional value in IYH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -20 funds (more exits than new entries). Total institutional holders: 513.

Hedge Fund Ownership: IYH

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

Market Analysis: IYH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IYH

-- --

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

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

Signal Freshness measures how much IYH 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
IYH
+1.4%
SPY
+13.9%

IYH outperformed SPY by -12.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IYH
+1.3%
SPY
+0.2%

Since the filing became public, IYH outperformed SPY by +1.1% .

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.

22 top-rated funds 2 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: IYH
504 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 504 533 -5.44%
13F Shares 24M 27M -13.93%
Total Value $1.43B $1.78B -19.84%
New Positions 42 96 -54
Increased Positions 157 141 +16
Closed Positions 71 32 +39
Reduced Positions 153 143 +10
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IYH

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Institutional Holders (2026 Q1)

504 + investors

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

QUARTER:
Top 25 IYH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pinkerton Wealth, LLC 5.10% 861,189 $56.1M
2 Consolidated Capital Management, LLC 3.08% 154,634 $9.5M
3 HC Advisors, LLC 2.98% 72,329 $4.5M
4 Audent Global Asset Management, LLC 2.89% 46,958 $2.9M
5 First Citizens Financial Corp 2.70% 92,880 $5.7M
6 Lighthouse Financial LLC 2.35% 63,223 $3.9M
7 Strategic Advocates LLC 1.79% 6,569 $405K
8 Forte Asset Management LLC 1.78% 65,952 $4.1M
9 Sowa Financial Group, Inc. 1.75% 57,422 $3.5M
10 Quest 10 Wealth Builders, Inc. 1.74% 32,207 $2.0M
11 Gerald Baker Financial Group LLC 1.40% 60,737 $3.5M
12 Oakworth Capital, Inc. 1.36% 417,233 $25.7M
13 Arkansas Financial Group, INC. 1.14% 129,578 $8.1M
14 Mine & Arao Wealth Creation & Management, LLC. 1.12% 43,381 $2.7M
15 PGIM Custom Harvest LLC 1.03% 1,068,453 $65.9M
16 Aua Capital Management, LLC 0.92% 29,207 $1.8M
17 Lakeshore Capital Group, Inc. 0.92% 18,191 $1.1M
18 Corrado Advisors, LLC 0.83% 25,877 $1.6M
19 High Point Wealth Management, LLC 0.82% 13,808 $851K
20 Merkkuri Wealth Advisors LLC 0.75% 18,310 $1.1M
21 LOM Asset Management Ltd 0.74% 41,822 $2.6M
22 Win Advisors, Inc 0.71% 25,295 $1.6M
23 Pettyjohn, Wood & White, Inc 0.71% 72,075 $4.4M
24 Kennicott Capital Management LLC 0.70% 20,910 $1.3M
25 Silvia Mccoll Wealth Management, LLC 0.64% 15,800 $974K
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 (IYH)

What does the Smart Money Trend signal show for IYH?

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

More sellers than buyers — 48% buying: Last quarter: 218 funds reduced or exited vs 201 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 IYH holders?

Elite ownership — 53% AUM from top-100 funds: 28 of 513 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in IYH. 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 IYH?

66% of holders stayed for 2+ years: 338 out of 513 hedge funds have held IYH 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 (IYH) following the 2026 Q1 hedge fund 13F filings?

As of today, IYH has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), IYH has gained +1.4% 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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