Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IYT)

176 + Investors. Track Smart Money conviction in IYT. 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
58%

Smart Money Signals — IYT

Based on 171 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 IYT 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 — 87% of 3.0Y peak

87% of all-time peak
171 funds currently hold this stock — 87% of the 3.0-year high of 196 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
25 fewer hedge funds hold IYT compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 58% buying

92 buying67 selling
Last quarter: 92 funds bought or added vs 67 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 (+24 vs last Q)

new funds entering per quarter
Funds opening a new IYT position: 17 → 27 → 16 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
113 out of 171 hedge funds have held IYT 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

52 → 17 → 27 → 16 → 40 new funds/Q
New funds entering each quarter: 17 → 27 → 16 → 40. A growing number of institutions are discovering IYT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 6% 1-2yr ■ 22% new
Of 176 current holders: 127 (72%) 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 — 32% AUM from major funds

32% from top-100 AUM funds
17 of 171 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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: IYT

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

Market Analysis: IYT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IYT

-- --

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.

20 top-rated funds 1 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: IYT
2026 Q1 Stats Unlock in 15 days 176 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 176 164 7.32%
13F Shares 9M 5M 77.59%
Total Value $655M $357M 83.32%
New Positions 40 16 +24
Increased Positions 63 38 +25
Closed Positions 28 25 +3
Reduced Positions 43 75 -32
Total Calls 3 4 -25.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: IYT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
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Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

176 + investors

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

Top 25 institutional holders of IYT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HERBST GROUP, LLC 1.78% 38,571 $2.9M
2 Clarus Wealth Advisors 0.88% 27,210 $2.1M
3 Massachusetts Wealth Management 0.50% 15,325 $1.1M
4 Odyssey Capital Advisors, Inc. 0.38% 5,648 $421K
5 McGuire Investment Group, LLC 0.33% 38,928 $2.9M
6 Sage Capital Advisors,llc 0.28% 15,946 $1.2M
7 TOTH FINANCIAL ADVISORY CORP 0.23% 27,749 $2.1M
8 Realta Investment Advisors 0.22% 8,386 $626K
9 SAXON INTERESTS, INC. 0.20% 7,750 $578K
10 REDSTONE WEALTH MANAGEMENT, LLC 0.16% 2,686 $200K
11 Davis Investment Partners, LLC 0.16% 6,000 $448K
12 CPR Investments Inc. 0.15% 2,946 $220K
13 Capital Investment Counsel, Inc 0.10% 10,942 $816K
14 NAPLES GLOBAL ADVISORS, LLC 0.10% 17,745 $1.3M
15 GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% 43,135 $3.2M
16 WP Advisors, LLC 0.09% 4,537 $338K
17 Capital Advisors, Ltd. LLC 0.08% 9,535 —
18 MMBG INVESTMENT ADVISORS CO. 0.08% 11,280 $841K
19 FIRST UNITED BANK & TRUST 0.08% 3,168 $236K
20 Vermillion Wealth Management, Inc. 0.03% 869 $65K
21 PATTEN & PATTEN INC/TN 0.02% 5,400 $403K
22 PFG Investments, LLC 0.02% 6,996 $522K
23 HBW ADVISORY SERVICES LLC 0.02% 2,954 $220K
24 CX Institutional 0.02% 7,831 —
25 Sovran Advisors, LLC 0.02% 2,781 $226K
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 (IYT)

What does the Smart Money Trend signal show for IYT?

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

Slight buying edge — 58% buying: Last quarter: 92 funds bought or added vs 67 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 IYT holders?

Strong quality — 32% AUM from major funds: 17 of 171 holders rank in the top 100 by AUM, accounting for 32% 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 IYT?

66% of holders stayed for 2+ years: 113 out of 171 hedge funds have held IYT 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.