Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IYZ)

174 + Investors. Track Smart Money conviction in IYZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
2Q ▲
Buyers last Q
46%

Smart Money Signals — IYZ

Based on 174 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IYZ 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
174 hedge funds hold IYZ 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.
🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 46% buying

80 buying95 selling
Last quarter: 95 funds reduced or exited vs 80 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.
➡️

Steady new buyers — ~40 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 37 → 22 → 37 → 40. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 25% medium ■ 29% new
81 out of 174 hedge funds have held IYZ 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

23 → 37 → 22 → 37 → 40 new funds/Q
New funds entering each quarter: 37 → 22 → 37 → 40. A growing number of institutions are discovering IYZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 32% newcomers

■ 57% veterans ■ 11% 1-2yr ■ 32% new
Entry-cohort mix of 177 holders: 101 (57%) are 2+ year veterans, 20 entered 1–2 years ago, and 56 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
23 of 174 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IYZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — IYZ

In 2026 Q1, 80 hedge funds were net buyers of IYZ (40 opened a new position, 40 added to an existing one), while 95 reduced or exited (64 trimmed, 31 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 56% of total institutional value in IYZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 174.

Hedge Fund Ownership: IYZ

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

Market Analysis: IYZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IYZ

-- --

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

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

Signal Freshness measures how much IYZ 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 · 79d ago
IYZ
+6.4%
SPY
+13.9%

IYZ outperformed SPY by -7.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IYZ
-2.2%
SPY
+0.2%

Since the filing became public, IYZ outperformed SPY by -2.4% .

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.

10 top-rated funds 4 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: IYZ
174 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 174 165 5.45%
13F Shares 18M 17M 7.91%
Total Value $698M $578M 20.73%
New Positions 40 37 +3
Increased Positions 39 54 -15
Closed Positions 31 20 +11
Reduced Positions 64 46 +18
Total Calls 2 2 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: IYZ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

174 + investors

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

QUARTER:
Top 25 IYZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WealthCare Asset Management, LLC 10.25% 244,862 $9.6M
2 Summit Financial Consulting LLC 6.26% 222,519 $8.7M
3 Pinkerton Wealth, LLC 5.39% 1,748,579 $59.3M
4 Advisortrust Partners, LLC 5.12% 313,377 $12.3M
5 Rps Advisory Solutions LLC 5.06% 227,052 $8.9M
6 Wagner Wealth Management, Corp 1.92% 54,379 $2.1M
7 Three Seasons Wealth, LLC 1.92% 127,642 $5.0M
8 Croban 1.41% 76,178 $3.0M
9 Cadent Capital Advisors, LLC 1.38% 135,887 $5.3M
10 Lakeshore Capital Group, Inc. 0.98% 30,603 $1.2M
11 APS Management Group, Inc. 0.70% 20,730 $815K
12 Lee Johnson Capital Management, LLC 0.59% 41,968 $1.7M
13 WESPAC Advisors, LLC 0.56% 26,109 $1.0M
14 Altfest L J & Co Inc 0.55% 130,765 $5.1M
15 Nikulski Financial, Inc. 0.41% 41,915 $1.6M
16 Harmony Asset Management LLC 0.29% 24,442 $961K
17 Financial Management Professionals, Inc. 0.25% 57,424 $2.3M
18 Williams & Novak, LLC 0.25% 8,365 $330K
19 Vigil Wealth Management, LLC 0.24% 7,668 $302K
20 Lifestyle Asset Management, Inc. 0.23% 18,113 $712K
21 Advisory Services Network, LLC 0.21% 410,067 $16.1M
22 Kesler, Norman & Wride, LLC 0.19% 28,057 $1.1M
23 KKM Financial LLC 0.16% 26,171 $887K
24 Independent Advisor Alliance 0.16% 371,560 $14.6M
25 Genesee Capital Advisors, LLC 0.14% 8,371 $329K
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 (IYZ)

What does the Smart Money Trend signal show for IYZ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IYZ 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 IYZ?

More sellers than buyers — 46% buying: Last quarter: 95 funds reduced or exited vs 80 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 IYZ holders?

Elite ownership — 56% AUM from top-100 funds: 23 of 174 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IYZ. 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 IYZ?

47% of holders stayed for 2+ years: 81 out of 174 hedge funds have held IYZ 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 (IYZ) following the 2026 Q1 hedge fund 13F filings?

As of today, IYZ has moved -2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -2.4%. Since the quarter end (March 31, 2026), IYZ has gained +6.4% vs +13.9% 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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