Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (XJH)

195 + 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
↑ +16
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — XJH

Based on 195 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
195 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.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+27% 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.
🟡

Slight buying edge — 57% buying

98 buying73 selling
Last quarter: 98 funds bought or added vs 73 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 — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 26 → 23 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 28% medium ■ 28% new
86 out of 195 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.
💰

Value +22% but shares only +7% — price-driven

Value
+22%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

22 → 14 → 26 → 23 → 28 new funds/Q
New funds entering each quarter: 14 → 26 → 23 → 28. A growing number of institutions are discovering XJH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 42% veterans vs 36% newcomers

■ 42% veterans ■ 22% 1-2yr ■ 36% new
Entry-cohort mix of 195 holders: 81 (42%) are 2+ year veterans, 43 entered 1–2 years ago, and 71 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
14 of 195 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — XJH

In 2026 Q2, 98 hedge funds were net buyers of XJH (28 opened a new position, 70 added to an existing one), while 73 reduced or exited (61 trimmed, 12 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in XJH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 195.

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

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: XJH
195 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 195 179 8.94%
13F Shares 6M 5M 6.75%
Total Value $301M $246M 22.44%
New Positions 28 23 +5
Increased Positions 70 74 -4
Closed Positions 12 15 -3
Reduced Positions 61 45 +16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XJH

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Institutional Holders (2026 Q2)

195 + investors

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

QUARTER:
Top 25 XJH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sanchez Levi Garrett 1.16% 41,096 $2.1M
2 Hilltop Wealth Advisors, LLC 1.08% 41,740 $2.2M
3 Balanced Rock Investment Advisors LLC 0.96% 29,570 $1.5M
4 Wealth Advisory Team LLC 0.85% 20,016 $1.0M
5 IMA Advisory Services, Inc. 0.72% 221,075 $11.5M
6 Koss-Olinger Consulting, LLC 0.56% 140,062 $7.3M
7 Birchbrook, INC. 0.51% 20,730 $1.1M
8 Atlantic Private Wealth, LLC 0.51% 15,826 $825K
9 Francis Financial, Inc. 0.45% 52,629 $2.7M
10 Topel & Distasi Wealth Management, LLC 0.43% 16,903 $881K
11 Shira Ridge Wealth Management 0.42% 22,896 $1.2M
12 Eley Financial Management, Inc 0.41% 24,321 $1.3M
13 Values Added Financial LLC 0.38% 20,190 $1.1M
14 JNBA Financial Advisors 0.33% 82,878 $4.3M
15 Gould Asset Management LLC /Ca/ 0.30% 35,965 $1.9M
16 Seeds Investor LLC 0.27% 51,016 $2.7M
17 Beta Wealth Group, Inc. 0.27% 13,768 $718K
18 Bailard, INC. 0.24% 222,809 $11.6M
19 Impact Investors, Inc 0.23% 5,929 $309K
20 Biltmore Family Office, LLC 0.21% 31,248 $1.6M
21 Joel Adams & Associates, Inc. 0.21% 6,342 $331K
22 Westview Management dba Westview Investment Advisors 0.20% 7,694 $401K
23 RTD Financial Advisors, Inc. 0.18% 32,103 $1.7M
24 Affiance Financial, LLC 0.18% 23,840 $1.2M
25 Marshall & Sterling Wealth Advisors Inc. 0.17% 5,449 $284K
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 — 3 quarters in a row: For 3 consecutive quarters, 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?

Slight buying edge — 57% buying: Last quarter: 98 funds bought or added vs 73 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 XJH holders?

Strong quality — 22% AUM from major funds: 14 of 195 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?

44% of holders stayed for 2+ years: 86 out of 195 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.

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