Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IYZ)

210 + 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
↑ +38
Streak
3Q ▲
Buyers last Q
66%

Smart Money Signals — IYZ

Based on 212 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
212 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 — +42% more funds vs a year ago

fund count last 6Q
+63 new funds entered over the past year (+42% 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 buyers than sellers — 66% buying

131 buying66 selling
Last quarter: 131 funds were net buyers (58 opened a brand new position + 73 added to an existing one). Only 66 were sellers (46 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new IYZ position: 22 → 38 → 40 → 58. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 32% new

■ 39% conviction (2yr+) ■ 30% medium ■ 32% new
Of the 212 current holders: 82 (39%) held >2 years, 63 held 1–2 years, and 67 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

38 → 22 → 38 → 40 → 58 new funds/Q
New funds entering each quarter: 22 → 38 → 40 → 58. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 53% veterans vs 36% newcomers

■ 53% veterans ■ 11% 1-2yr ■ 36% new
Entry-cohort mix of 216 holders: 115 (53%) are 2+ year veterans, 24 entered 1–2 years ago, and 77 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
24 of 211 holders are among the 100 largest funds by AUM, controlling 43% 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 Q2, 131 hedge funds were net buyers of IYZ (58 opened a new position, 73 added to an existing one), while 66 reduced or exited (46 trimmed, 20 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in IYZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 212.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 3 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: IYZ
210 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 210 174 20.69%
13F Shares 23M 18M 26.71%
Total Value $975M $698M 39.59%
New Positions 57 40 +17
Increased Positions 72 39 +33
Closed Positions 20 32 -12
Reduced Positions 45 64 -19
Total Calls 3 2 50.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.5 Bullish

Statistics: IYZ

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Institutional Holders (2026 Q2)

210 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Financial Consulting LLC 5.24% 182,668 $7.7M
2 Camarda Financial Advisors, LLC 4.38% 342,521 $14.5M
3 Sharp Wealth Advisory, LLC 3.36% 171,282 $7.2M
4 MinichMacGregor Wealth Management, LLC 3.19% 496,666 $21.0M
5 Advisortrust Partners, LLC 2.92% 201,487 $8.5M
6 Measured Wealth Private Client Group, LLC 1.65% 161,440 $6.8M
7 Wagner Wealth Management, Corp 1.62% 47,497 $2.0M
8 Croban 1.41% 75,844 $3.2M
9 Cadent Capital Advisors, LLC 1.34% 153,743 $6.5M
10 Sacks & Associates, LLC 1.23% 44,326 $1.8M
11 Well Done, LLC 1.21% 213,136 $9.0M
12 USA Financial Formulas 1.05% 135,906 $5.8M
13 Three Seasons Wealth, LLC 0.96% 249,263 $10.5M
14 Lakeshore Capital Group, Inc. 0.96% 30,527 $1.3M
15 Altfest L J & Co Inc 0.74% 179,776 $7.6M
16 WESPAC Advisors, LLC 0.68% 33,007 $1.4M
17 Wealthstar Advisors, LLC 0.61% 49,282 $2.1M
18 Muirfield Wealth Advisors LLC 0.61% 21,918 $927K
19 APS Management Group, Inc. 0.60% 18,408 $779K
20 Lee Johnson Capital Management, LLC 0.53% 40,170 $1.7M
21 Brendel Financial Advisors LLC 0.49% 24,768 $1.0M
22 Providence First Trust Co 0.45% 37,805 $1.6M
23 Trek Financial, LLC 0.37% 176,767 $7.5M
24 Harmony Asset Management LLC 0.32% 28,460 $1.2M
25 Outlook Wealth Advisors, LLC 0.27% 29,843 $1.3M
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 — 3 quarters in a row: For 3 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 buyers than sellers — 66% buying: Last quarter: 131 funds were net buyers (58 opened a brand new position + 73 added to an existing one). Only 66 were sellers (46 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IYZ holders?

Elite ownership — 43% AUM from top-100 funds: 24 of 211 holders are among the 100 largest funds by AUM, controlling 43% 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?

Mixed — 39% long-term, 32% new: Of the 212 current holders: 82 (39%) held >2 years, 63 held 1–2 years, and 67 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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