Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (XJH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
1Q ▲
Buyers last Q
66%

Smart Money Signals — XJH

Based on 157 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XJH 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
157 hedge funds hold XJH 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 — +20% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 66% buying

88 buying46 selling
Last quarter: 88 funds were net buyers (24 opened a brand new position + 64 added to an existing one). Only 46 were sellers (41 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new XJH position: 9 → 16 → 12 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 36% medium ■ 22% new
66 out of 157 hedge funds have held XJH 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

20 → 9 → 16 → 12 → 24 new funds/Q
New funds entering each quarter: 9 → 16 → 12 → 24. A growing number of institutions are discovering XJH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 42% of holders stayed 2+ years

■ 42% veterans ■ 25% 1-2yr ■ 33% new
Of 157 current holders: 66 (42%) 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 — 22% AUM from major funds

22% from top-100 AUM funds
13 of 157 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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: XJH

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

Market Analysis: XJH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XJH

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: XJH
2026 Q1 Stats Unlock in 17 days 157 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 157 138 13.77%
13F Shares 5M 5M 6.32%
Total Value $238M $219M 8.75%
New Positions 24 12 +12
Increased Positions 64 53 +11
Closed Positions 5 15 -10
Reduced Positions 41 42 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XJH

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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)

157 + investors

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

Top 25 institutional holders of XJH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HILLTOP WEALTH ADVISORS, LLC 1.19% 43,793 $2.0M
2 BIRCHBROOK, INC. 0.46% 20,761 $942K
3 Shira Ridge Wealth Management 0.43% 23,701 $1.1M
4 Values Added Financial LLC 0.38% 19,719 $895K
5 JNBA Financial Advisors 0.33% 86,178 $3.9M
6 Opes Wealth Management LLC 0.29% 38,536 $1.7M
7 EASTERN BANK 0.23% 292,080 $13.3M
8 Joel Adams & Associates, Inc. 0.22% 6,463 $293K
9 Impact Investors, Inc 0.22% 6,874 $312K
10 Affiance Financial, LLC 0.18% 24,763 $1.1M
11 RTD Financial Advisors, Inc. 0.18% 32,090 $1.5M
12 Pathfinder Wealth Consulting, Inc. 0.16% 5,504 $250K
13 Tribridge Partners Financial LLC 0.14% 7,575 $347K
14 CAPE ANN SAVINGS BANK 0.14% 6,109 $277K
15 Stordahl Capital Management, Inc. 0.12% 13,152 $597K
16 Sound Stewardship, LLC 0.11% 5,190 $235K
17 Weil Company, Inc. 0.11% 10,515 $477K
18 Composition Wealth, LLC 0.10% 165,268 $7.5M
19 CALIBER WEALTH MANAGEMENT, LLC / KS 0.10% 20,394 $925K
20 Freedom Financial Partners LLC 0.09% 5,810 $264K
21 Financial Council, LLC 0.09% 5,168 $234K
22 CARY STREET PARTNERS FINANCIAL LLC 0.08% 73,577 $3.3M
23 Optas, LLC 0.08% 11,350 $515K
24 Rede Wealth, LLC 0.08% 4,609 $209K
25 BLUELINE ADVISORS LLC 0.08% 2,133 $97K
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 (XJH)

What does the Smart Money Trend signal show for XJH?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XJH 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 XJH?

More buyers than sellers — 66% buying: Last quarter: 88 funds were net buyers (24 opened a brand new position + 64 added to an existing one). Only 46 were sellers (41 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XJH holders?

Strong quality — 22% AUM from major funds: 13 of 157 holders rank in the top 100 by AUM, accounting for 22% 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 XJH?

42% of holders stayed for 2+ years: 66 out of 157 hedge funds have held XJH 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.