Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (MXI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — MXI

Based on 100 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MXI 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
100 hedge funds hold MXI 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

45 buying31 selling
Last quarter: 45 funds bought or added vs 31 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.
📈

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

new funds entering per quarter
Funds opening a new MXI position: 3 → 8 → 13 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
59 out of 100 hedge funds have held MXI 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.
💰

Price up while funds trimmed (+7% value, -16% shares)

Value
+6%
Shares
-15%
Last quarter: total value of institutional MXI holdings rose +7% even though funds reduced share count by 16%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

9 → 3 → 8 → 13 → 20 new funds/Q
New funds entering each quarter: 3 → 8 → 13 → 20. 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 — 66% veterans vs 19% newcomers

■ 66% veterans ■ 15% 1-2yr ■ 19% new
Entry-cohort mix of 101 holders: 67 (66%) are 2+ year veterans, 15 entered 1–2 years ago, and 19 (19%) 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
17 of 100 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in MXI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — MXI

In 2026 Q1, 45 hedge funds were net buyers of MXI (20 opened a new position, 25 added to an existing one), while 31 reduced or exited (23 trimmed, 8 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 43% of total institutional value in MXI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 100.

Hedge Fund Ownership: MXI

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

Market Analysis: MXI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MXI

-- --

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

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

Signal Freshness measures how much MXI 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 · 84d ago
MXI
+3.2%
SPY
+14.9%

MXI outperformed SPY by -11.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
MXI
+0.1%
SPY
+1.1%

Since the filing became public, MXI outperformed SPY by -1.0% .

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
1.0
/ 10
conviction
Hedge Fund Positioning: MXI
100 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 100 88 13.64%
13F Shares 1M 2M -15.78%
Total Value $134M $125M 6.83%
New Positions 20 13 +7
Increased Positions 25 32 -7
Closed Positions 8 9 -1
Reduced Positions 23 21 +2
Total Calls 0 1 -100.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MXI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

100 + investors

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

QUARTER:
Top 25 MXI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pathway Financial Advisors LLC 2.47% 185,669 $19.9M
2 Palladiem, LLC 2.40% 22,544 $2.5M
3 Wealth Advisors of Tampa Bay, LLC 0.87% 24,793 $2.6M
4 Climber Capital SA 0.42% 6,048 $642K
5 BFI Infinity Ltd. 0.28% 4,641 $493K
6 Comprehensive Money Management Services LLC 0.25% 3,572 $379K
7 Financial Management Professionals, Inc. 0.24% 20,034 $2.1M
8 Viawealth, LLC 0.22% 3,669 $390K
9 Sava Infond d.o.o. 0.20% 13,300 $1.4M
10 Verity Asset Management, Inc. 0.19% 4,247 $451K
11 First Bancorp, Inc /ME/ 0.18% 3,450 $366K
12 OVERSEA-CHINESE BANKING Corp Ltd 0.10% 35,538 $3.8M
13 PW Nova Financial Services LLC 0.08% 2,180 $213K
14 YANKCOM Partnership 0.07% 1,589 $169K
15 Stratos Wealth Partners, LTD. 0.04% 31,315 $3.3M
16 Gts Securities LLC 0.03% 8,378 $890K
17 Banco Santander, S.A. 0.03% 35,188 $3.7M
18 J. Safra Sarasin Holding AG 0.03% 14,252 $1.5M
19 Mutual Advisors, LLC 0.03% 11,334 $1.2M
20 UMB Bank, n.a. 0.02% 15,820 $1.7M
21 Ameritas Advisory Services, LLC 0.02% 5,277 $561K
22 Gladstone Institutional Advisory LLC 0.02% 3,999 $425K
23 Patriot Investment Management Group, INC. 0.02% 2,300 $244K
24 Founders Financial Alliance, LLC 0.02% 802 $85K
25 Annis Gardner Whiting Capital Advisors, LLC 0.01% 818 $87K
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 (MXI)

What does the Smart Money Trend signal show for MXI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MXI 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 MXI?

Slight buying edge — 59% buying: Last quarter: 45 funds bought or added vs 31 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 MXI holders?

Elite ownership — 43% AUM from top-100 funds: 17 of 100 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in MXI. 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 MXI?

59% of holders stayed for 2+ years: 59 out of 100 hedge funds have held MXI 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 (MXI) following the 2026 Q1 hedge fund 13F filings?

As of today, MXI has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), MXI has gained +3.2% vs +14.9% 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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