Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IYW)

1K + Investors. Track Smart Money conviction in IYW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +125
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — IYW

Based on 1304 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 IYW 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 (100% of max)

100% of all-time peak
1,304 hedge funds hold IYW 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 — +15% more funds vs a year ago

fund count last 6Q
+169 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

480 buying552 selling
Last quarter: 552 funds reduced or exited vs 480 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.
📈

More new buyers each quarter (+99 vs last Q)

new funds entering per quarter
Funds opening a new IYW position: 147 → 163 → 97 → 196. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
767 out of 1,304 hedge funds have held IYW 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 +44% but shares only +5% — price-driven

Value
+44%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +44%, but actual share count only changed +5%. 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.
➡️

Steady discovery — ~196 new funds/quarter

146 → 147 → 163 → 97 → 196 new funds/Q
New funds entering each quarter: 147 → 163 → 97 → 196. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 24% newcomers

■ 61% veterans ■ 15% 1-2yr ■ 24% new
Entry-cohort mix of 1,309 holders: 802 (61%) are 2+ year veterans, 190 entered 1–2 years ago, and 317 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
42 of 1302 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IYW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — IYW

In 2026 Q2, 480 hedge funds were net buyers of IYW (196 opened a new position, 284 added to an existing one), while 552 reduced or exited (481 trimmed, 71 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 49% of total institutional value in IYW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +125 funds (more new holders than closures). Total institutional holders: 1304.

Hedge Fund Ownership: IYW

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

Market Analysis: IYW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IYW

-- --

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

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

Signal Freshness measures how much IYW has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 75d ago
IYW
+0.4%
SPY
+25.2%

IYW outperformed SPY by -24.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 30d ago
IYW
-0.9%
SPY
-1.9%

Since the filing became public, IYW outperformed SPY by +1.0% .

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.

33 top-rated funds 28 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: IYW
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1293 1179 9.67%
13F Shares 53M 50M 4.63%
Total Value $13.06B $9.07B 44.01%
New Positions 191 97 +94
Increased Positions 281 254 +27
Closed Positions 75 156 -81
Reduced Positions 477 510 -33
Total Calls 3 5 -40.0%
Total Puts 4 4 -
PUT/CALL Ratio 1.33 0.8 Bearish

Statistics: IYW

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Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:
Top 25 IYW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PGIM Custom Harvest LLC 14.37% 4,549,815 $1.15B
2 HC Advisors, LLC 13.33% 87,053 $22.0M
3 High Point Wealth Management, LLC 10.47% 50,732 $12.8M
4 Cottonwood Capital Advisors, LLC 9.85% 64,798 $16.3M
5 Portfolio Strategies, Inc. 9.70% 392,227 $98.9M
6 Mendel Capital Management LLC 9.62% 84,767 $21.4M
7 First Citizens Financial Corp 9.40% 89,186 $22.5M
8 Atlas Legacy Advisors, LLC 9.13% 246,172 $61.8M
9 Signature Wealth Management Partners, LLC 7.23% 61,513 $15.5M
10 Macro Advisors, Inc. 6.26% 77,817 $19.6M
11 Finley Financial, LLC 6.15% 60,556 $15.3M
12 CPR Investments Inc. 6.00% 30,918 $7.8M
13 Summit Financial Consulting LLC 5.45% 31,841 $8.0M
14 Valor Advisors LLC 5.40% 32,477 $6.5M
15 Camarda Financial Advisors, LLC 5.01% 65,684 $16.6M
16 Stonebridge Financial Planning Group, LLC 4.37% 54,362 $13.7M
17 Runnymede Capital Advisors, Inc. 4.35% 28,930 $7.3M
18 Tableaux LLC 4.09% 38,529 $9.7M
19 S&A Financial Services, Inc. 3.97% 25,761 $6.5M
20 Gallagher Capital Advisors, LLC 3.94% 27,388 $6.9M
21 Parker Investment Management, LLC 3.94% 204,468 $51.6M
22 Kingsman Wealth Management, Inc. 3.93% 33,318 $8.4M
23 Forthright Family Wealth Advisory LLC 3.62% 25,388 $6.4M
24 Quest 10 Wealth Builders, Inc. 3.59% 18,329 $4.6M
25 Teucrium Investment Advisors, LLC 3.54% 15,760 $4.0M
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 (IYW)

What does the Smart Money Trend signal show for IYW?

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

More sellers than buyers — 47% buying: Last quarter: 552 funds reduced or exited vs 480 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 IYW holders?

Elite ownership — 49% AUM from top-100 funds: 42 of 1302 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IYW. 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 IYW?

59% of holders stayed for 2+ years: 767 out of 1,304 hedge funds have held IYW 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 (IYW) following the 2026 Q2 hedge fund 13F filings?

As of today, IYW has moved -0.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.9% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (June 30, 2026), IYW has gained +0.4% vs +25.2% 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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