Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IYLD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
47%

Smart Money Signals — IYLD

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their IYLD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
49 funds currently hold this stock — 89% of the 3.0-year high of 55 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold IYLD compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

23 buying26 selling
Last quarter: 26 funds reduced or exited vs 23 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.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 10 → 10 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 16% new
33 out of 49 hedge funds have held IYLD 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.
➡️

Steady discovery — ~8 new funds/quarter

6 → 5 → 10 → 10 → 8 new funds/Q
New funds entering each quarter: 5 → 10 → 10 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 10% 1-2yr ■ 16% new
Of 49 current holders: 36 (73%) 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 — 57% AUM from top-100 funds

57% from top-100 AUM funds
11 of 49 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in IYLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 — IYLD

In 2026 Q1, 23 hedge funds were net buyers of IYLD (8 opened a new position, 15 added to an existing one), while 26 reduced or exited (16 trimmed, 10 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 57% of total institutional value in IYLD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 49.

Hedge Fund Ownership: IYLD

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

Market Analysis: IYLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IYLD

-- --

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

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

Signal Freshness measures how much IYLD 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 · 78d ago
IYLD
+2.3%
SPY
+15.9%

IYLD outperformed SPY by -13.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
IYLD
+0.7%
SPY
+2.0%

Since the filing became public, IYLD outperformed SPY by -1.3% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: IYLD
49 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 49 51 -3.92%
13F Shares 2M 2M -3.38%
Total Value $33M $34M -2.98%
New Positions 8 10 -2
Increased Positions 15 19 -4
Closed Positions 10 14 -4
Reduced Positions 16 8 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IYLD

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Financial Highlights

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Institutional Holders (2026 Q1)

49 + investors

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

QUARTER:
Top 25 IYLD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tempus Wealth Planning, LLC 0.24% 49,000 $1.1M
2 Silver Oak Securities, Incorporated 0.15% 94,130 $2.0M
3 Kovack Advisors, Inc. 0.07% 61,424 $1.3M
4 Perigon Wealth Management, LLC 0.03% 77,344 $1.7M
5 First Heartland Consultants, Inc. 0.03% 15,915 $346K
6 Ashton Thomas Securities, LLC 0.02% 8,800 $191K
7 LVW Advisors, LLC 0.02% 9,428 $205K
8 Kestra Advisory Services, LLC 0.01% 122,463 $2.7M
9 Triumph Capital Management 0.01% 2,223 $48K
10 Grove Bank & Trust 0.01% 3,942 $86K
11 IHT Wealth Management, LLC 0.01% 12,065 $262K
12 World Investment Advisors 0.01% 14,835 $322K
13 Hancock Whitney Corp 0.00% 12,569 $279K
14 N.E.W. Advisory Services LLC 0.00% 2,916 $63K
15 EverSource Wealth Advisors, LLC 0.00% 4,500 $75K
16 IFP Advisors, Inc 0.00% 3,290 $71K
17 Commonwealth Equity Services, LLC 0.00% 40,758 $886K
18 Geneos Wealth Management Inc. 0.00% 2,049 $45K
19 Founders Financial Alliance, LLC 0.00% 250 $5K
20 Farther Finance Advisors, LLC 0.00% 4,017 $88K
21 Mml Investors Services, LLC 0.00% 13,553 $295K
22 Steward Partners Investment Advisory, LLC 0.00% 5,904 $128K
23 Osaic Holdings, INC. 0.00% 17,358 $377K
24 Cetera Investment Advisers 0.00% 23,269 $506K
25 HighTower Advisors, LLC 0.00% 22,273 $484K
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 (IYLD)

What does the Smart Money Trend signal show for IYLD?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their IYLD 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 IYLD?

More sellers than buyers — 47% buying: Last quarter: 26 funds reduced or exited vs 23 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 IYLD holders?

Elite ownership — 57% AUM from top-100 funds: 11 of 49 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in IYLD. 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 IYLD?

67% of holders stayed for 2+ years: 33 out of 49 hedge funds have held IYLD 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 (IYLD) following the 2026 Q1 hedge fund 13F filings?

As of today, IYLD has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.3%. Since the quarter end (March 31, 2026), IYLD has gained +2.3% vs +15.9% 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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