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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
6Q ▲
Buyers last Q
59%

Smart Money Signals — JXI

Based on 84 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
84 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 — +40% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+40% 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.
🟡

Slight buying edge — 59% buying

47 buying33 selling
Last quarter: 47 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 17 → 16 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 23% medium ■ 25% new
44 out of 84 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

9 → 10 → 17 → 16 → 14 new funds/Q
New funds entering each quarter: 10 → 17 → 16 → 14. A growing number of institutions are discovering JXI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 33% newcomers

■ 58% veterans ■ 9% 1-2yr ■ 33% new
Entry-cohort mix of 85 holders: 49 (58%) are 2+ year veterans, 8 entered 1–2 years ago, and 28 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
16 of 82 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in JXI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
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.

Institutional Sentiment Summary — JXI

In 2026 Q2, 47 hedge funds were net buyers of JXI (14 opened a new position, 33 added to an existing one), while 33 reduced or exited (22 trimmed, 11 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in JXI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 84.

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
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: JXI

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: JXI
2026 Q3 Stats Unlock in 5 days 81 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 81 81 -
13F Shares 1M 1M -13.18%
Total Value $95M $114M -16.61%
New Positions 14 16 -2
Increased Positions 33 32 +1
Closed Positions 12 10 +2
Reduced Positions 21 16 +5
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: JXI

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Institutional Holders (2026 Q3)

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:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 JXI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Solstein Capital, LLC 0.58% 21,426 $1.6M
2 Nautilus Advisors LLC 0.37% 7,930 $610K
3 Ntv Asset Management LLC 0.26% 36,960 $2.8M
4 LOM Asset Management Ltd 0.18% 9,217 $709K
5 Bard Associates Inc 0.08% 4,391 $338K
6 Strategic Investment Solutions, Inc. /IL 0.04% 2,367 $182K
7 Eagle Strategies LLC 0.04% 5,019 $386K
8 Signature Estate & Investment Advisors LLC 0.03% 21,807 $1.7M
9 Sava Infond d.o.o. 0.02% 4,600 $354K
10 Ramirez Asset Management, Inc. 0.02% 2,040 $157K
11 J. Safra Sarasin Holding AG 0.02% 12,631 $1.1M
12 GLOBALT Investments LLC / GA 0.01% 5,282 $406K
13 Thornburg Investment Management Inc 0.01% 15,483 $1.2M
14 Kestra Advisory Services, LLC 0.01% 50,401 $3.9M
15 Bolton Securities Corporation 0.01% 2,683 $185K
16 Miller Howard Investments Inc /Ny 0.01% 4,281 $329K
17 Private Trust Co NA 0.01% 1,387 $107K
18 J.W. Cole Advisors, INC. 0.01% 6,462 $497K
19 StoneX Group Inc. 0.01% 2,598 $207K
20 Turim 21 Investimentos Ltda. 0.01% 636 $49K
21 Clearstead Advisors, LLC 0.01% 9,352 $719K
22 NFSG Corp 0.01% 750 $58K
23 Anchor Investment Management, LLC 0.01% 1,100 $85K
24 Bangor Savings Bank 0.01% 900 $69K
25 Private Advisor Group, LLC 0.00% 19,408 $1.5M
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 — 6 quarters in a row: For 6 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?

Slight buying edge — 59% buying: Last quarter: 47 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JXI holders?

Elite ownership — 49% AUM from top-100 funds: 16 of 82 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in JXI. 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 JXI?

52% of holders stayed for 2+ years: 44 out of 84 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.

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