Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IYR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — IYR

Based on 454 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 IYR 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
454 funds currently hold this stock — 91% of the 3.0-year high of 499 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
45 fewer hedge funds hold IYR compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

212 buying207 selling
Last quarter: 212 funds bought or added vs 207 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 (+9 vs last Q)

new funds entering per quarter
Funds opening a new IYR position: 50 → 46 → 47 → 56. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 15% medium ■ 13% new
331 out of 454 hedge funds have held IYR 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.
💎

Buying through price weakness — shares +16%, value -6%

Value
-5%
Shares
+15%
Last quarter: funds added +16% more shares while total portfolio value only changed -6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~56 new funds/quarter

76 → 50 → 46 → 47 → 56 new funds/Q
New funds entering each quarter: 50 → 46 → 47 → 56. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 76% of holders stayed 2+ years

■ 76% veterans ■ 8% 1-2yr ■ 16% new
Of 478 current holders: 362 (76%) 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.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
27 of 454 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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: IYR

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

Market Analysis: IYR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IYR

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 1 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: IYR
2026 Q1 Stats Unlock in 14 days 478 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 478 474 0.84%
13F Shares 63M 54M 15.68%
Total Value $5.49B $5.82B -5.56%
New Positions 57 48 +9
Increased Positions 191 180 +11
Closed Positions 50 56 -6
Reduced Positions 190 197 -7
Total Calls 18 17 5.88%
Total Puts 15 19 -21.05%
PUT/CALL Ratio 0.83 1.12 Neutral

Statistics: IYR

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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) --
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Institutional Holders (2026 Q1)

478 + investors

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

Top 25 institutional holders of IYR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WealthNavi Inc. 4.93% 6,010,249 $568K
2 CONNABLE OFFICE INC 2.86% 307,253 $29.1M
3 CarsonAllaria Wealth Management, Ltd. 2.53% 54,104 $5.1M
4 DDFG, Inc 2.02% 99,025 $9.4M
5 Financial Advisory Corp 1.97% 150,315 $14.2M
6 CONSOLIDATED CAPITAL MANAGEMENT, LLC 1.82% 59,565 $5.6M
7 FUKOKU MUTUAL LIFE INSURANCE CO 1.50% 243,000 $23.0M
8 FORTE ASSET MANAGEMENT LLC 1.49% 36,008 $3.4M
9 Broadview Financial Management, LLC 1.36% 21,091 $2.0M
10 Magnus Financial Group LLC 1.35% 175,501 $16.6M
11 UNIQUE WEALTH, LLC 1.20% 91,537 $8.7M
12 Whitegate Investment Counselors, Inc. 1.05% 34,940 $3.3M
13 Foundation Wealth Management, LLC 1.02% 15,980 $1.5M
14 Fairway Wealth LLC 0.86% 34,527 $3.3M
15 First Citizens Financial Corp 0.80% 17,896 $1.7M
16 Upper Left Wealth Management, LLC 0.79% 14,080 $1.3M
17 FIRST FINANCIAL CORP /IN/ 0.76% 20,396 $1.9M
18 Cordant, Inc. 0.74% 19,287 $1.8M
19 ARKANSAS FINANCIAL GROUP, INC. 0.73% 53,063 $5.2M
20 American Wealth Advisors, LLC 0.68% 6,906 $653K
21 Kagan Cocozza Asset Management 0.60% 9,090 $860K
22 SAGE RHINO CAPITAL LLC 0.56% 31,706 $3.0M
23 JMAC ENTERPRISES LLC 0.52% 28,475 $2.7M
24 STERLING INVESTMENT ADVISORS LLC /ADV 0.48% 10,634 $1.0M
25 Infinity Wealth Counsel, LLC 0.46% 5,310 $502K
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 (IYR)

What does the Smart Money Trend signal show for IYR?

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

Slight buying edge — 51% buying: Last quarter: 212 funds bought or added vs 207 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 IYR holders?

Strong quality — 36% AUM from major funds: 27 of 454 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IYR?

73% of holders stayed for 2+ years: 331 out of 454 hedge funds have held IYR 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.