Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (JXI)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
5Q ▲
Buyers last Q
65%

Smart Money Signals — JXI

Based on 81 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added JXI 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
81 hedge funds hold JXI 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 — +47% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+47% 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 — 65% buying

48 buying26 selling
Last quarter: 48 funds were net buyers (16 opened a brand new position + 32 added to an existing one). Only 26 were sellers (16 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 10 → 17 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

49% conviction (2yr+) 21% medium 30% new
40 out of 81 hedge funds have held JXI 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 +39% but shares only +24% — price-driven

Value
+39%
Shares
+24%
Last quarter: the total dollar value of institutional holdings rose +39%, but actual share count only changed +24%. 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.
🚀

Acceleration phase — new buyers rushing in

10 → 9 → 10 → 17 → 16 new funds/Q
New funds entering each quarter: 9 → 10 → 17 → 16. 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 — 57% veterans vs 38% newcomers

57% veterans 5% 1-2yr 38% new
Entry-cohort mix of 82 holders: 47 (57%) are 2+ year veterans, 4 entered 1–2 years ago, and 31 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
15 of 79 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — JXI

In 2026 Q1, 48 hedge funds were net buyers of JXI (16 opened a new position, 32 added to an existing one), while 26 reduced or exited (16 trimmed, 10 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in JXI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 81.

Hedge Fund Ownership: JXI

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

Market Analysis: JXI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JXI

-- --

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

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

Signal Freshness measures how much JXI 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 · 80d ago
JXI
nan%
SPY
+13.9%

JXI outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
JXI
nan%
SPY
+0.2%

Since the filing became public, JXI outperformed SPY by nan% .

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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: JXI
81 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 81 75 8.0%
13F Shares 1M 1M 24.15%
Total Value $114M $82M 39.23%
New Positions 16 17 -1
Increased Positions 32 26 +6
Closed Positions 10 6 +4
Reduced Positions 16 16 -
Total Calls 2 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: JXI

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

81 + investors

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

QUARTER:
Top 25 JXI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cambria Investment Management, L.P. 0.62% 129,313 $11.2M
2 Nova Wealth Management, Inc. 0.46% 8,212 $709K
3 Ntv Asset Management LLC 0.40% 41,860 $3.6M
4 LOM Asset Management Ltd 0.21% 8,438 $729K
5 Sightline Wealth Advisors, LLC 0.15% 4,039 $349K
6 Barings LLC 0.14% 102,707 $8.9M
7 Milestone Asset Management Group, LLC 0.12% 2,444 $211K
8 Cumberland Partners Ltd 0.10% 14,613 $1.3M
9 Guardian Capital LP 0.06% 26,300 $2.3M
10 Sava Infond d.o.o. 0.06% 4,600 $397K
11 Eagle Strategies LLC 0.06% 5,370 $464K
12 Strategic Investment Solutions, Inc. /IL 0.05% 2,366 $204K
13 Federation des caisses Desjardins du Quebec 0.04% 138,361 $11.9M
14 Signature Estate & Investment Advisors LLC 0.04% 22,049 $1.9M
15 J. Safra Sarasin Holding AG 0.02% 12,631 $1.1M
16 GLOBALT Investments LLC / GA 0.02% 5,721 $494K
17 Kestra Advisory Services, LLC 0.02% 51,605 $4.5M
18 Solstein Capital, LLC 0.02% 460 $40K
19 Old Mission Capital LLC 0.01% 9,505 $821K
20 NFSG Corp 0.01% 750 $65K
21 Thurston, Springer, Miller, Herd & Titak, INC. 0.01% 240 $21K
22 Gladstone Institutional Advisory LLC 0.01% 2,599 $224K
23 Anchor Investment Management, LLC 0.01% 1,100 $95K
24 Glen Eagle Advisors, LLC 0.01% 628 $54K
25 Front Row Advisors LLC 0.01% 257 $22K
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 (JXI)

What does the Smart Money Trend signal show for JXI?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added JXI 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 JXI?

More buyers than sellers — 65% buying: Last quarter: 48 funds were net buyers (16 opened a brand new position + 32 added to an existing one). Only 26 were sellers (16 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JXI holders?

Strong quality — 39% AUM from major funds: 15 of 79 holders rank in the top 100 by AUM, accounting for 39% 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 JXI?

49% of holders stayed for 2+ years: 40 out of 81 hedge funds have held JXI 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 (JXI) following the 2026 Q1 hedge fund 13F filings?

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