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
↓ -60
Streak
1Q ▼
Buyers last Q
35%

Smart Money Signals — IYW

Based on 1177 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 IYW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
1,177 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 — +10% more funds vs a year ago

fund count last 6Q
+104 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 35% buying

351 buying666 selling
Last quarter: 666 funds sold vs only 351 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-67 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 145 → 147 → 162 → 95. 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.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 23% medium ■ 16% new
712 out of 1,177 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.
➡️

Steady discovery — ~95 new funds/quarter

84 → 145 → 147 → 162 → 95 new funds/Q
New funds entering each quarter: 145 → 147 → 162 → 95. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 22% newcomers

■ 62% veterans ■ 17% 1-2yr ■ 22% new
Entry-cohort mix of 1,184 holders: 730 (62%) are 2+ year veterans, 196 entered 1–2 years ago, and 258 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
37 of 1175 holders are among the 100 largest funds by AUM, controlling 44% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1, 351 hedge funds were net buyers of IYW (95 opened a new position, 256 added to an existing one), while 666 reduced or exited (511 trimmed, 155 sold completely) — a 35% buyer ratio, indicating net institutional distribution. 44% of total institutional value in IYW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -60 funds (more exits than new entries). Total institutional holders: 1177.

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 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 · 75d ago
IYW
+35.0%
SPY
+14.1%

IYW outperformed SPY by +20.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
IYW
+2.5%
SPY
+0.3%

Since the filing became public, IYW outperformed SPY by +2.2% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

48 top-rated funds 21 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
4.8
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1164 1237 -5.9%
13F Shares 50M 59M -14.86%
Total Value $9.05B $11.76B -23.01%
New Positions 91 162 -71
Increased Positions 252 301 -49
Closed Positions 164 107 +57
Reduced Positions 505 498 +7
Total Calls 5 4 25.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 0.8 0.75 Neutral

Statistics: IYW

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PGIM Custom Harvest LLC 12.88% 4,545,590 $824.7M
2 HC Advisors, LLC 10.81% 89,028 $16.2M
3 High Point Wealth Management, LLC 9.13% 52,116 $9.5M
4 Portfolio Strategies, Inc. 8.79% 391,292 $71.3M
5 hemming& Wealth Management, Inc. 8.73% 68,947 $12.5M
6 Cottonwood Capital Advisors, LLC 8.17% 63,874 $11.6M
7 Atlas Legacy Advisors, LLC 7.88% 238,125 $43.3M
8 Mendel Capital Management LLC 7.86% 86,108 $15.6M
9 Macro Advisors, Inc. 7.84% 104,636 $19.0M
10 First Citizens Financial Corp 7.71% 90,017 $16.3M
11 Signature Wealth Management Partners, LLC 5.64% 62,031 $11.3M
12 Parker Investment Management, LLC 5.63% 204,533 $37.1M
13 Finley Financial, LLC 5.23% 61,617 $11.2M
14 Pinkerton Wealth, LLC 5.16% 283,941 $56.7M
15 Runnymede Capital Advisors, Inc. 4.51% 28,950 $5.3M
16 Wallace Hart LLC 3.86% 15,460 $2.8M
17 Tableaux LLC 3.67% 41,784 $7.6M
18 Stonebridge Financial Planning Group, LLC 3.66% 54,905 $10.0M
19 S&A Financial Services, Inc. 3.62% 29,058 $5.3M
20 Kingsman Wealth Management, Inc. 3.43% 33,665 $6.1M
21 Gallagher Capital Advisors, LLC 3.19% 26,076 $4.7M
22 CPR Investments Inc. 3.02% 24,959 $4.5M
23 Quest 10 Wealth Builders, Inc. 2.88% 18,107 $3.3M
24 RiverFront Investment Group, LLC 2.82% 1,005,018 $182.3M
25 Financial Life Advisors 2.75% 48,634 $8.8M
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?

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

Heavy selling pressure — only 35% buying: Last quarter: 666 funds sold vs only 351 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for IYW holders?

Elite ownership — 44% AUM from top-100 funds: 37 of 1175 holders are among the 100 largest funds by AUM, controlling 44% 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?

60% of holders stayed for 2+ years: 712 out of 1,177 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 Q1 hedge fund 13F filings?

As of today, IYW has moved +2.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +2.2%. Since the quarter end (March 31, 2026), IYW has gained +35.0% vs +14.1% 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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