Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (WOOD)

74 + Investors. Track Smart Money conviction in WOOD. 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
↓ -2
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — WOOD

Based on 74 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WOOD 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 — 92% of 3.0Y peak

92% of all-time peak
74 funds currently hold this stock — 92% of the 3.0-year high of 80 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WOOD is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

32 buying28 selling
Last quarter: 32 funds bought or added vs 28 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 8 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 19% medium 15% new
49 out of 74 hedge funds have held WOOD 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.
📊

Peak discovery — momentum slowing

6 → 11 → 8 → 7 → 8 new funds/Q
New funds entering each quarter: 11 → 8 → 7 → 8. WOOD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 16% 1-2yr 18% new
Of 74 current holders: 49 (66%) 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 — 21% AUM from major funds

21% from top-100 AUM funds
12 of 74 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

Hedge Fund Ownership: WOOD

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

Market Analysis: WOOD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WOOD

-- --
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
0.4
/ 10
conviction
Hedge Fund Positioning: WOOD
2026 Q1 Stats Unlock in 21 days 74 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 74 77 -3.9%
13F Shares 865K 943K -8.2%
Total Value $63M $69M -8.48%
New Positions 8 7 +1
Increased Positions 25 23 +2
Closed Positions 10 6 +4
Reduced Positions 18 19 -1
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: WOOD

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q1)

74 + investors

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

Top 24 institutional holders of WOOD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Comprehensive Money Management Services LLC 1.73% 37,205 $2.6M
2 Lynx Investment Advisory 1.02% 29,991 $2.1M
3 Cordoba Advisory Partners LLC 0.18% 9,325 $662K
4 ECLECTIC ASSOCIATES INC /ADV 0.13% 13,918 $988K
5 Boston Standard Wealth Management, LLC 0.04% 3,731 $266K
6 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.03% 4,787 $340K
7 FIFTH THIRD SECURITIES, INC. 0.01% 3,148 $223K
8 Brookstone Capital Management 0.01% 6,602 $468K
9 Farther Finance Advisors, LLC 0.00% 6,576 $468K
10 Prospera Financial Services Inc 0.00% 3,293 $234K
11 Tradewinds Capital Management, LLC 0.00% 260 $18K
12 Topsail Wealth Management, LLC 0.00% 300 $21K
13 TRUIST FINANCIAL CORP 0.00% 27,383 $1.9M
14 Medallion Wealth Advisors, LLC 0.00% 73 $6K
15 THOMPSON INVESTMENT MANAGEMENT, INC. 0.00% 200 $14K
16 SBI Securities Co., Ltd. 0.00% 474 $34K
17 JFS WEALTH ADVISORS, LLC 0.00% 194 $14K
18 CoreCap Advisors, LLC 0.00% 192 $14K
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 2,986 $211K
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 2,846 $202K
21 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 47 $3K
22 CENTRAL TRUST Co 0.00% 96 $7K
23 CX Institutional 0.00% 14
24 GAMMA Investing LLC 0.00% 2
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 (WOOD)

What does the Smart Money Trend signal show for WOOD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WOOD 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 WOOD?

Slight buying edge — 53% buying: Last quarter: 32 funds bought or added vs 28 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 WOOD holders?

Strong quality — 21% AUM from major funds: 12 of 74 holders rank in the top 100 by AUM, accounting for 21% 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 WOOD?

66% of holders stayed for 2+ years: 49 out of 74 hedge funds have held WOOD 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.