Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IYJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — IYJ

Based on 332 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IYJ 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
332 hedge funds hold IYJ 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 — +12% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

145 buying120 selling
Last quarter: 145 funds bought or added vs 120 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 37 → 21 → 49 → 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
217 out of 332 hedge funds have held IYJ 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

23 → 37 → 21 → 49 → 43 new funds/Q
New funds entering each quarter: 37 → 21 → 49 → 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 — 68% veterans vs 21% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 336 holders: 227 (68%) are 2+ year veterans, 39 entered 1–2 years ago, and 70 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
25 of 331 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in IYJ. 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.

Institutional Sentiment Summary — IYJ

In 2026 Q1, 145 hedge funds were net buyers of IYJ (43 opened a new position, 102 added to an existing one), while 120 reduced or exited (91 trimmed, 29 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 45% of total institutional value in IYJ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 332.

Hedge Fund Ownership: IYJ

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

Market Analysis: IYJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IYJ

-- --

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

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

Signal Freshness measures how much IYJ 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 · 75d ago
IYJ
+7.9%
SPY
+14.1%

IYJ outperformed SPY by -6.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
IYJ
+2.8%
SPY
+0.3%

Since the filing became public, IYJ outperformed SPY by +2.5% .

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.

19 top-rated funds 3 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: IYJ
330 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 330 318 3.77%
13F Shares 7M 7M -3.51%
Total Value $937M $995M -5.8%
New Positions 42 49 -7
Increased Positions 102 90 +12
Closed Positions 30 27 +3
Reduced Positions 90 92 -2
Total Calls 2 1 100.0%
Total Puts 2 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: IYJ

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 Q1)

330 + investors

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

QUARTER:
Top 25 IYJ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kozak & Associates, Inc. 6.72% 219,197 $34.4M
2 Summit Financial Consulting LLC 4.98% 47,186 $7.0M
3 Odyssey Capital Advisors, Inc. 4.43% 33,497 $4.9M
4 Southern Capital Advisors, LLC 3.02% 43,785 $6.5M
5 First Citizens Financial Corp 2.28% 32,790 $4.8M
6 MinichMacGregor Wealth Management, LLC 2.17% 83,451 $12.3M
7 Adirondack Capital Advisors, LLC 2.11% 22,310 $3.3M
8 Three Seasons Wealth, LLC 1.76% 31,293 $4.6M
9 Legacy Edge Advisors, LLC 1.71% 110,306 $16.3M
10 Cadent Capital Advisors, LLC 1.47% 38,388 $5.7M
11 Tudor Financial Inc. 1.45% 23,164 $2.8M
12 Merkkuri Wealth Advisors LLC 1.41% 14,446 $2.1M
13 Modus Advisors, LLC 1.38% 34,053 $5.0M
14 Well Done, LLC 1.14% 52,690 $7.8M
15 Ridge Creek Global, Inc 1.11% 8,889 $1.3M
16 Rik Saylor Financial, INC. 0.97% 8,675 $1.3M
17 PGIM Custom Harvest LLC 0.89% 385,643 $56.9M
18 JBR Co Financial Management Inc 0.73% 11,847 $1.8M
19 Muirfield Wealth Advisors LLC 0.69% 6,356 $938K
20 Kennicott Capital Management LLC 0.65% 8,055 $1.2M
21 Shulman DeMeo Asset Management LLC 0.60% 19,036 $2.8M
22 Planning Directions Inc 0.51% 6,771 $999K
23 Lakeshore Capital Group, Inc. 0.46% 3,837 $566K
24 Castle Rock Wealth Management, LLC 0.46% 14,209 $2.1M
25 WealthCare Asset Management, LLC 0.40% 2,523 $372K
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 (IYJ)

What does the Smart Money Trend signal show for IYJ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IYJ 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 IYJ?

Slight buying edge — 55% buying: Last quarter: 145 funds bought or added vs 120 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 IYJ holders?

Elite ownership — 45% AUM from top-100 funds: 25 of 331 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in IYJ. 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 IYJ?

65% of holders stayed for 2+ years: 217 out of 332 hedge funds have held IYJ 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 (IYJ) following the 2026 Q1 hedge fund 13F filings?

As of today, IYJ has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +2.5%. Since the quarter end (March 31, 2026), IYJ has gained +7.9% vs +14.1% 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.

Full history →