Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (WOOD)

79 + 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
↓ -4
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — WOOD

Based on 80 hedge funds · latest filing: 2026 Q2 · 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.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
80 hedge funds hold WOOD 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.
〰️

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 (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

35 buying32 selling
Last quarter: 35 funds bought or added vs 32 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 8 → 12 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 14% medium 19% new
54 out of 80 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.
📈

Growing discovery — still being found

9 → 8 → 8 → 12 → 11 new funds/Q
New funds entering each quarter: 8 → 8 → 12 → 11. A growing number of institutions are discovering WOOD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 20% newcomers

67% veterans 14% 1-2yr 20% new
Entry-cohort mix of 81 holders: 54 (67%) are 2+ year veterans, 11 entered 1–2 years ago, and 16 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
17 of 80 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — WOOD

In 2026 Q2, 35 hedge funds were net buyers of WOOD (11 opened a new position, 24 added to an existing one), while 32 reduced or exited (17 trimmed, 15 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 28% of total institutional value in WOOD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 80.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: WOOD
79 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 79 84 -5.95%
13F Shares 941K 1M -6.81%
Total Value $61M $70M -13.27%
New Positions 11 12 -1
Increased Positions 23 21 +2
Closed Positions 16 6 +10
Reduced Positions 17 19 -2
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: WOOD

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Institutional Holders (2026 Q2)

79 + investors

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

QUARTER:
Top 25 WOOD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Comprehensive Money Management Services LLC 1.53% 36,745 $2.4M
2 Lynx Investment Advisory 0.69% 31,861 $2.1M
3 Alliance Wealth Advisors, LLC /UT 0.32% 25,315 $1.7M
4 Endowment Wealth Management, Inc. 0.22% 8,622 $571K
5 Cordoba Advisory Partners LLC 0.13% 9,326 $618K
6 Eclectic Associates Inc /Adv 0.11% 14,048 $931K
7 Breakwater Investment Management 0.09% 4,184 $277K
8 Stamos Capital Partners, L.P. 0.08% 7,957 $527K
9 Cornerstone Advisors Asset Management, LLC 0.06% 6,915 $458K
10 Virtue Capital Management, LLC 0.04% 4,682 $310K
11 Boston Standard Wealth Management, LLC 0.04% 3,765 $249K
12 Lodestar Private Asset Management LLC 0.03% 4,765 $316K
13 Fifth Third Securities, INC. 0.01% 3,521 $233K
14 Cherry Tree Wealth Management, LLC 0.01% 988 $65K
15 1832 Asset Management L.P. 0.01% 325,118 $21.5M
16 Arkadios Wealth Advisors 0.01% 8,428 $558K
17 Manchester Capital Management LLC 0.01% 700 $46K
18 Brookstone Capital Management 0.00% 6,997 $464K
19 Basepoint Wealth LLC 0.00% 104 $7K
20 Horizon Kinetics Asset Management LLC 0.00% 4,915 $326K
21 Rossby Financial, LCC 0.00% 264 $17K
22 Prospera Financial Services Inc 0.00% 3,293 $218K
23 Tradewinds Capital Management, LLC 0.00% 260 $17K
24 Global Retirement Partners, LLC 0.00% 2,754 $182K
25 Intesa Sanpaolo Wealth Management 0.00% 202 $13K
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 — 52% buying: Last quarter: 35 funds bought or added vs 32 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 — 28% AUM from major funds: 17 of 80 holders rank in the top 100 by AUM, accounting for 28% 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?

68% of holders stayed for 2+ years: 54 out of 80 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.

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