Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IYR)

460 + 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
↓ -12
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — IYR

Based on 466 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IYR 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 — 90% of 3.0Y peak

90% of all-time peak
466 funds currently hold this stock — 90% of the 3.0-year high of 519 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IYR is almost the same as a year ago (-14 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

215 buying202 selling
Last quarter: 215 funds bought or added vs 202 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 (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 47 → 49 → 60 → 53. 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.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 16% medium ■ 13% new
330 out of 466 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.
📈

Growing discovery — still being found

54 → 47 → 49 → 60 → 53 new funds/Q
New funds entering each quarter: 47 → 49 → 60 → 53. A growing number of institutions are discovering IYR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 73% veterans vs 16% newcomers

■ 73% veterans ■ 11% 1-2yr ■ 16% new
Entry-cohort mix of 489 holders: 358 (73%) are 2+ year veterans, 52 entered 1–2 years ago, and 79 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
32 of 457 holders are among the 100 largest funds by AUM, controlling 58% 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.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 Q1, 215 hedge funds were net buyers of IYR (53 opened a new position, 162 added to an existing one), while 202 reduced or exited (137 trimmed, 65 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 58% of total institutional value in IYR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -12 funds (more exits than new entries). Total institutional holders: 466.

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.

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

Signal Freshness measures how much IYR 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 · 84d ago
IYR
+7.5%
SPY
+14.9%

IYR outperformed SPY by -7.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
IYR
+1.8%
SPY
+1.1%

Since the filing became public, IYR outperformed SPY by +0.7% .

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.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: IYR
460 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 460 478 -3.77%
13F Shares 55M 63M -12.0%
Total Value $4.15B $5.51B -24.75%
New Positions 51 60 -9
Increased Positions 157 153 +4
Closed Positions 69 49 +20
Reduced Positions 130 161 -31
Total Calls 14 18 -22.22%
Total Puts 16 15 6.67%
PUT/CALL Ratio 1.14 0.83 Neutral

Statistics: IYR

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Valuation Measures Data as of: --

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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

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

460 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Connable Office Inc 2.86% 307,253 $29.1M
2 CarsonAllaria Wealth Management, Ltd. 2.53% 54,104 $5.1M
3 Global Endowment Management, LP 2.15% 204,000 $19.3M
4 Allie Family Office LLC 2.06% 49,873 $4.7M
5 DDFG, Inc 2.02% 99,025 $9.4M
6 Financial Advisory Corp 1.97% 150,315 $14.2M
7 Omega Financial Group, LLC 1.95% 63,587 $6.0M
8 Consolidated Capital Management, LLC 1.82% 59,565 $5.6M
9 Passaic Partners LLC 1.62% 183,304 $17.3M
10 Fukoku Mutual Life Insurance Co 1.50% 243,000 $23.0M
11 Forte Asset Management LLC 1.49% 36,008 $3.4M
12 RiverGlades Family Offices LLC 1.47% 26,498 $2.5M
13 Broadview Financial Management, LLC 1.36% 21,091 $2.0M
14 Magnus Financial Group LLC 1.35% 175,501 $16.6M
15 Krane Financial Solutions LLC 1.31% 20,350 $1.9M
16 Unique Wealth, LLC 1.20% 91,537 $8.7M
17 Flat Footed LLC 1.13% 110,000 $10.4M
18 Greenland Capital Management LP 1.08% 90,000 $8.5M
19 Whitegate Investment Counselors, Inc. 1.05% 34,940 $3.3M
20 Foundation Wealth Management, LLC 1.02% 15,980 $1.5M
21 Dogwood Wealth Management LLC 0.92% 22,284 $2.1M
22 Fairway Wealth LLC 0.86% 34,527 $3.3M
23 Gray Private Wealth, LLC 0.83% 17,429 $1.6M
24 Beto Financial Group, LLC 0.80% 13,365 $1.4M
25 First Citizens Financial Corp 0.80% 17,896 $1.7M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IYR 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 IYR?

Slight buying edge — 52% buying: Last quarter: 215 funds bought or added vs 202 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 — 58% AUM from top-100 funds: 32 of 457 holders are among the 100 largest funds by AUM, controlling 58% 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?

71% of holders stayed for 2+ years: 330 out of 466 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.

Is it too late to buy Ishares Tr (IYR) following the 2026 Q1 hedge fund 13F filings?

As of today, IYR has moved +1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.7%. Since the quarter end (March 31, 2026), IYR has gained +7.5% vs +14.9% 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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