Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (JXI)

71 + 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
↑ +10
Streak
4Q ▲
Buyers last Q
68%

Smart Money Signals — JXI

Based on 71 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
71 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 — +51% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+51% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 68% buying

42 buying20 selling
Last quarter: 42 funds were net buyers (16 opened a brand new position + 26 added to an existing one). Only 20 were sellers (14 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new JXI position: 10 → 9 → 9 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

58% conviction (2yr+) 17% medium 25% new
41 out of 71 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.
📈

Growing discovery — still being found

3 → 10 → 9 → 9 → 16 new funds/Q
New funds entering each quarter: 10 → 9 → 9 → 16. A growing number of institutions are discovering JXI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

58% veterans 11% 1-2yr 31% new
Of 71 current holders: 41 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
12 of 71 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: JXI
2026 Q1 Stats Unlock in 16 days 71 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 71 61 16.39%
13F Shares 1M 804K 33.97%
Total Value $81M $62M 31.11%
New Positions 16 9 +7
Increased Positions 26 19 +7
Closed Positions 6 6 -
Reduced Positions 14 20 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JXI

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Short % of Float --

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Institutional Holders (2026 Q1)

71 + investors

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

Top 23 institutional holders of JXI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nova Wealth Management, Inc. 0.46% 8,212 $709K
2 NTV ASSET MANAGEMENT LLC 0.40% 41,860 $3.6M
3 Sightline Wealth Advisors, LLC 0.15% 4,039 $349K
4 Eagle Strategies LLC 0.06% 5,370 $464K
5 Strategic Investment Solutions, Inc. /IL 0.05% 2,366 $204K
6 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.04% 22,049 $1.9M
7 Kestra Advisory Services, LLC 0.02% 51,605 $4.5M
8 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% 240 $21K
9 Anchor Investment Management, LLC 0.01% 1,100 $95K
10 Estate Planners Group, LLC 0.01% 191 $15K
11 Bangor Savings Bank 0.01% 900 $78K
12 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.01% 1,600 $138K
13 SBI Securities Co., Ltd. 0.01% 2,368 $204K
14 Private Advisor Group, LLC 0.01% 12,931 $1.1M
15 MATHER GROUP, LLC. 0.00% 5,098 $440K
16 Janney Montgomery Scott LLC 0.00% 10,926
17 Cambridge Investment Research Advisors, Inc. 0.00% 5,821
18 CX Institutional 0.00% 366
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 7,537 $651K
20 Sound Income Strategies, LLC 0.00% 125 $11K
21 TRUIST FINANCIAL CORP 0.00% 3,620 $313K
22 FIFTH THIRD BANCORP 0.00% 979 $85K
23 Farther Finance Advisors, LLC 0.00% 110 $10K
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 — 4 quarters in a row: For 4 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 — 68% buying: Last quarter: 42 funds were net buyers (16 opened a brand new position + 26 added to an existing one). Only 20 were sellers (14 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JXI holders?

Strong quality — 37% AUM from major funds: 12 of 71 holders rank in the top 100 by AUM, accounting for 37% 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?

58% of holders stayed for 2+ years: 41 out of 71 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.

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.