Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IYH)

527 + 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
↑ +19
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — IYH

Based on 533 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IYH 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 (99% of max)

99% of all-time peak
533 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 — +13% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

202 buying204 selling
Last quarter: 202 funds bought or added vs 204 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 (+23 vs last Q)

new funds entering per quarter
Funds opening a new IYH position: 41 → 96 → 43 → 66. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 17% new
351 out of 533 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.
📊

Peak discovery — momentum slowing

40 → 41 → 96 → 43 → 66 new funds/Q
New funds entering each quarter: 41 → 96 → 43 → 66. IYH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Entry-cohort mix of 533 holders: 362 (68%) are 2+ year veterans, 66 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 — 55% AUM from top-100 funds

55% from top-100 AUM funds
29 of 533 holders are among the 100 largest funds by AUM, controlling 55% 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 Q2, 202 hedge funds were net buyers of IYH (66 opened a new position, 136 added to an existing one), while 204 reduced or exited (157 trimmed, 47 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 55% of total institutional value in IYH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 533.

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.

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

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: IYH
527 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 527 514 2.53%
13F Shares 23M 24M -2.49%
Total Value $1.51B $1.43B 5.53%
New Positions 63 43 +20
Increased Positions 136 157 -21
Closed Positions 50 65 -15
Reduced Positions 157 155 +2
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IYH

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

527 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HC Advisors, LLC 2.83% 69,580 $4.7M
2 Consolidated Capital Management, LLC 2.81% 157,311 $10.5M
3 First Citizens Financial Corp 2.60% 92,717 $6.2M
4 Lighthouse Financial LLC 2.19% 63,024 $4.2M
5 Audent Global Asset Management, LLC 2.16% 28,844 $1.9M
6 Forte Asset Management LLC 2.12% 77,580 $5.2M
7 Oakworth Capital, Inc. 1.95% 609,679 $41.0M
8 Sowa Financial Group, Inc. 1.72% 55,039 $3.7M
9 Quest 10 Wealth Builders, Inc. 1.65% 31,694 $2.1M
10 Gerald Baker Financial Group LLC 1.52% 79,533 $5.3M
11 Arkansas Financial Group, INC. 1.36% 156,064 $10.5M
12 Mine & Arao Wealth Creation & Management, LLC. 1.08% 44,401 $3.0M
13 Sankala Group LLC 1.01% 21,008 $1.5M
14 Strategic Advocates LLC 1.00% 3,866 $259K
15 Merkkuri Wealth Advisors LLC 0.96% 23,126 $1.5M
16 Aua Capital Management, LLC 0.90% 29,093 $1.9M
17 Lakeshore Capital Group, Inc. 0.90% 18,139 $1.2M
18 PGIM Custom Harvest LLC 0.89% 1,054,594 $70.7M
19 Corrado Advisors, LLC 0.81% 26,382 $1.8M
20 High Point Wealth Management, LLC 0.74% 13,414 $899K
21 LOM Asset Management Ltd 0.73% 42,439 $2.8M
22 Pettyjohn, Wood & White, Inc 0.70% 71,435 $4.8M
23 Kennicott Capital Management LLC 0.65% 20,910 $1.4M
24 Silvia Mccoll Wealth Management, LLC 0.64% 15,800 $1.1M
25 Boreal Capital Management LLC 0.58% 11,695 $784K
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?

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

Slight buying edge — 50% buying: Last quarter: 202 funds bought or added vs 204 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 IYH holders?

Elite ownership — 55% AUM from top-100 funds: 29 of 533 holders are among the 100 largest funds by AUM, controlling 55% 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: 351 out of 533 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.

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.

Full history →