Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IYR)

486 + 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
↑ +40
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — IYR

Based on 506 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 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.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
506 hedge funds hold IYR 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.
🟡

Slight buying edge — 53% buying

223 buying201 selling
Last quarter: 223 funds bought or added vs 201 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 (+25 vs last Q)

new funds entering per quarter
Funds opening a new IYR position: 49 → 61 → 53 → 78. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 16% medium ■ 14% new
353 out of 506 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.
💰

Value +31% but shares only +13% — price-driven

Value
+31%
Shares
+12%
Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +13%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

48 → 49 → 61 → 53 → 78 new funds/Q
New funds entering each quarter: 49 → 61 → 53 → 78. A growing number of institutions are discovering IYR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 16% newcomers

■ 72% veterans ■ 11% 1-2yr ■ 16% new
Entry-cohort mix of 533 holders: 385 (72%) are 2+ year veterans, 61 entered 1–2 years ago, and 87 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
34 of 489 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in IYR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — IYR

In 2026 Q2, 223 hedge funds were net buyers of IYR (78 opened a new position, 145 added to an existing one), while 201 reduced or exited (163 trimmed, 38 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 68% of total institutional value in IYR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +40 funds (more new holders than closures). Total institutional holders: 506.

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.

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

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: IYR
486 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 486 466 4.29%
13F Shares 62M 55M 12.7%
Total Value $5.44B $4.15B 31.03%
New Positions 77 53 +24
Increased Positions 139 158 -19
Closed Positions 40 66 -26
Reduced Positions 156 130 +26
Total Calls 18 14 28.57%
Total Puts 25 16 56.25%
PUT/CALL Ratio 1.39 1.14 Bearish

Statistics: IYR

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Institutional Holders (2026 Q2)

486 + investors

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

QUARTER:
Top 25 IYR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vision Capital Corp 24.15% 730,000 $74.6M
2 DDFG, Inc 3.61% 177,778 $18.2M
3 SBI Okasan Asset Management Co.Ltd. 3.48% 1,018,210 $106.0M
4 Connable Office Inc 2.78% 309,294 $31.6M
5 CarsonAllaria Wealth Management, Ltd. 2.48% 55,886 $5.7M
6 Global Endowment Management, LP 2.11% 204,000 $20.9M
7 Financial Advisory Corp 2.07% 152,940 $15.6M
8 Omega Financial Group, LLC 1.94% 62,307 $6.4M
9 Allie Family Office LLC 1.92% 50,463 $5.2M
10 Flat Footed LLC 1.80% 230,000 $23.5M
11 Bayview Asset Management, LLC 1.65% 80,000 $8.2M
12 Consolidated Capital Management, LLC 1.64% 60,279 $6.2M
13 Allstreet Capital Advisors LLC 1.60% 22,830 $2.2M
14 Forte Asset Management LLC 1.55% 37,111 $3.8M
15 Passaic Partners LLC 1.40% 186,130 $19.0M
16 Aster Capital Management (DIFC) Ltd 1.39% 62,422 $5.9M
17 Greenland Capital Management LP 1.39% 110,000 $11.2M
18 Magnus Financial Group LLC 1.32% 181,876 $18.6M
19 Broadview Financial Management, LLC 1.29% 20,724 $2.1M
20 RiverGlades Family Offices LLC 1.20% 25,551 $2.6M
21 KM Capital Management Ltd. 1.18% 24,543 $2.5M
22 Krane Financial Solutions LLC 1.18% 18,692 $1.9M
23 Matthew Goff Investment Advisor, LLC 1.13% 65,266 $6.7M
24 Unique Wealth, LLC 1.10% 91,942 $9.4M
25 Whitegate Investment Counselors, Inc. 1.02% 34,948 $3.6M
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 — 53% buying: Last quarter: 223 funds bought or added vs 201 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?

Elite ownership — 68% AUM from top-100 funds: 34 of 489 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in IYR. 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 IYR?

70% of holders stayed for 2+ years: 353 out of 506 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.

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