Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (MAXJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
34%

Smart Money Signals — MAXJ

Based on 47 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MAXJ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 1.8Y peak

90% of all-time peak
47 funds currently hold this stock — 90% of the 1.8-year high of 52 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+24% 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.
🔴

Heavy selling pressure — only 34% buying

13 buying25 selling
Last quarter: 25 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 18 → 4 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 34% entered in last year

■ 0% conviction (2yr+) ■ 66% medium ■ 34% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

5 → 3 → 18 → 4 → 4 new funds/Q
New funds entering each quarter: 3 → 18 → 4 → 4. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 0% veterans, 43% new entrants

■ 0% veterans ■ 57% 1-2yr ■ 43% new
Of 47 current holders: 0 (0%) held 2+ years, 27 held 1–2 years, 20 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
6 of 47 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — MAXJ

In 2026 Q1, 13 hedge funds were net buyers of MAXJ (4 opened a new position, 9 added to an existing one), while 25 reduced or exited (20 trimmed, 5 sold completely) — a 34% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 47.

Hedge Fund Ownership: MAXJ

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

Market Analysis: MAXJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MAXJ

-- --

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

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

Signal Freshness measures how much MAXJ 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
MAXJ
+3.1%
SPY
+13.9%

MAXJ outperformed SPY by -10.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
MAXJ
+0.4%
SPY
+0.2%

Since the filing became public, MAXJ outperformed SPY by +0.2% .

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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: MAXJ
47 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 47 48 -2.08%
13F Shares 3M 3M -8.52%
Total Value $81M $89M -8.65%
New Positions 4 4 -
Increased Positions 9 10 -1
Closed Positions 5 8 -3
Reduced Positions 20 19 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MAXJ

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

47 + investors

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

QUARTER:
Top 25 MAXJ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crosspoint Financial, LLC 2.30% 32,454 $914K
2 J. L. Bainbridge & Co., Inc. 2.26% 902,170 $25.4M
3 Client First Capital LLC 1.10% 90,423 $2.5M
4 BIP Wealth, LLC 1.03% 900,592 $25.4M
5 Grantvest Financial Group LLC 0.59% 32,607 $918K
6 FC Advisory LLC 0.53% 64,553 $1.8M
7 Ashton Thomas Securities, LLC 0.33% 92,109 $2.6M
8 Blue Sky Capital Consultants Group, Inc. 0.26% 19,009 $535K
9 Balboa Wealth Partners 0.25% 53,797 $1.5M
10 NBZ Investment Advisors LLC 0.24% 19,321 $544K
11 CRA Financial Services, LLC 0.15% 40,336 $1.1M
12 Encompass More Asset Management 0.14% 30,177 $850K
13 BCGM Wealth Management, LLC 0.09% 13,045 $367K
14 Weaver Consulting Group 0.09% 13,500 $380K
15 Cypress Wealth Services, LLC 0.09% 21,997 $619K
16 Crewe Advisors LLC 0.09% 36,295 $1.0M
17 Middleton & Co Inc/Ma 0.07% 23,067 $650K
18 Amplius Wealth Advisors, LLC 0.06% 26,252 $739K
19 Ashton Thomas Private Wealth, LLC 0.05% 74,693 $2.1M
20 Tradition Wealth Management, LLC 0.04% 20,156 $568K
21 ARS Wealth Advisors Group, LLC 0.02% 7,939 $224K
22 Proficio Capital Partners LLC 0.02% 10,380 $292K
23 ARS Investment Partners, LLC 0.01% 9,960 $280K
24 Old Mission Capital LLC 0.01% 18,909 $532K
25 Foundations Investment Advisors, LLC 0.01% 22,185 $625K
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 (MAXJ)

What does the Smart Money Trend signal show for MAXJ?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MAXJ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MAXJ?

Heavy selling pressure — only 34% buying: Last quarter: 25 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for MAXJ holders?

Smaller funds dominant — 4% AUM from top-100: 6 of 47 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MAXJ?

Mostly new holders — 34% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Ishares Tr (MAXJ) following the 2026 Q1 hedge fund 13F filings?

As of today, MAXJ has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), MAXJ has gained +3.1% 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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