Ishares Tr (XJH): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ishares Tr (XJH) following the 2026 Q1 hedge fund 13F filings?

As of today, XJH has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), XJH gained nan% vs +15.1% 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.

Ishares Tr (XJH)

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

Smart Money Signals — XJH

Based on 179 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 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

179 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 — +31% more funds vs a year ago

fund count last 6Q

+42 new funds entered over the past year (+31% 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.

🟢

More buyers than sellers — 62% buying

97 buying59 selling

Last quarter: 97 funds were net buyers (23 opened a brand new position + 74 added to an existing one). Only 59 were sellers (45 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 21 → 14 → 26 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 30% medium ■ 28% new

75 out of 179 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

10 → 21 → 14 → 26 → 23 new funds/Q

New funds entering each quarter: 21 → 14 → 26 → 23. A growing number of institutions are discovering XJH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 39% veterans, 36% new entrants

■ 39% veterans ■ 25% 1-2yr ■ 36% new

Of 179 current holders: 70 (39%) held 2+ years, 45 held 1–2 years, 64 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds

13 of 179 holders rank in the top 100 by AUM, accounting for 24% 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	176	170	3.53%
13F Shares	5M	5M	1.01%
Total Value	$245M	$241M	1.57%
New Positions	22	26	-4
Increased Positions	73	68	+5
Closed Positions	16	5	+11
Reduced Positions	44	44	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

176

170

3.53%

13F Shares

1.01%

Total Value

$245M

$241M

1.57%

New Positions

-4

Increased Positions

Closed Positions

+11

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

176 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 XJH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sanchez Levi Garrett	1.20%	42,270	$1.9M
2	Hilltop Wealth Advisors, LLC	1.19%	43,793	$2.0M
3	Balanced Rock Investment Advisors LLC	1.14%	35,740	$1.6M
4	Koss-Olinger Consulting, LLC	0.52%	135,892	$6.2M
5	Atlantic Private Wealth, LLC	0.47%	15,826	$718K
6	Birchbrook, INC.	0.46%	20,761	$942K
7	Francis Financial, Inc.	0.44%	52,525	$2.4M
8	Shira Ridge Wealth Management	0.43%	23,701	$1.1M
9	Topel & Distasi Wealth Management, LLC	0.42%	17,762	$806K
10	Values Added Financial LLC	0.38%	19,719	$895K
11	JNBA Financial Advisors	0.33%	86,178	$3.9M
12	Eley Financial Management, Inc	0.31%	19,747	$775K
13	Fortress Financial Solutions, LLC	0.31%	6,520	$296K
14	Opes Wealth Management LLC	0.29%	38,536	$1.7M
15	Gould Asset Management LLC /Ca/	0.27%	34,060	$1.5M
16	Beta Wealth Group, Inc.	0.26%	13,744	$624K
17	Seeds Investor LLC	0.24%	36,044	$1.7M
18	Eastern Bank	0.23%	292,080	$13.3M
19	Bailard, INC.	0.23%	217,416	$9.9M
20	Joel Adams & Associates, Inc.	0.22%	6,463	$293K
21	Impact Investors, Inc	0.22%	6,874	$312K
22	Westview Management dba Westview Investment Advisors	0.21%	8,837	$401K
23	Biltmore Family Office, LLC	0.20%	31,248	$1.4M
24	Affiance Financial, LLC	0.18%	24,763	$1.1M
25	RTD Financial Advisors, Inc.	0.18%	32,090	$1.5M

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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 62% buying: Last quarter: 97 funds were net buyers (23 opened a brand new position + 74 added to an existing one). Only 59 were sellers (45 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XJH holders?

Strong quality — 24% AUM from major funds: 13 of 179 holders rank in the top 100 by AUM, accounting for 24% 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: 75 out of 179 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.

Is it too late to buy Ishares Tr (XJH) following the 2026 Q1 hedge fund 13F filings?

As of today, XJH has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), XJH has gained nan% vs +15.1% 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.

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Ishares Tr (XJH)

Smart Money Signals — XJH

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +31% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~23 new funds per quarter

42% of holders stayed for 2+ years

Growing discovery — still being found

Mixed cohorts — 39% veterans, 36% new entrants

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — XJH

Hedge Fund Ownership: XJH

Market Analysis: XJH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XJH

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

Hedge Fund Positioning: XJH

Statistics: XJH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (XJH)

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