Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (XJR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — XJR

Based on 95 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 XJR 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
95 hedge funds hold XJR 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 — +25% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+25% 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

46 buying28 selling
Last quarter: 46 funds were net buyers (18 opened a brand new position + 28 added to an existing one). Only 28 were sellers (19 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 5 → 14 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 32% new

■ 29% conviction (2yr+) ■ 39% medium ■ 32% new
Of the 95 current holders: 28 (29%) held >2 years, 37 held 1–2 years, and 30 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

14 → 11 → 5 → 14 → 18 new funds/Q
New funds entering each quarter: 11 → 5 → 14 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 29% veterans, 47% new entrants

■ 29% veterans ■ 23% 1-2yr ■ 47% new
Of 95 current holders: 28 (29%) held 2+ years, 22 held 1–2 years, 45 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
11 of 95 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — XJR

In 2026 Q1, 46 hedge funds were net buyers of XJR (18 opened a new position, 28 added to an existing one), while 28 reduced or exited (19 trimmed, 9 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 95.

Hedge Fund Ownership: XJR

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

Market Analysis: XJR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XJR

-- --

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

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

Signal Freshness measures how much XJR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
XJR
+17.0%
SPY
+14.1%

XJR outperformed SPY by +2.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
XJR
+4.8%
SPY
+0.3%

Since the filing became public, XJR outperformed SPY by +4.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.6
/ 10
conviction
Hedge Fund Positioning: XJR
94 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 94 86 9.3%
13F Shares 1M 887K 27.4%
Total Value $49M $38M 29.75%
New Positions 18 14 +4
Increased Positions 28 31 -3
Closed Positions 10 8 +2
Reduced Positions 19 15 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XJR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

94 + investors

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

QUARTER:
Top 25 XJR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Invera Wealth Advisors, LLC 1.51% 53,875 $2.3M
2 Highland Financial Advisors, LLC 0.59% 51,192 $2.2M
3 Atlantic Private Wealth, LLC 0.47% 16,493 $718K
4 Balanced Rock Investment Advisors LLC 0.28% 9,108 $397K
5 Beta Wealth Group, Inc. 0.26% 14,299 $623K
6 Birchbrook, INC. 0.25% 11,879 $517K
7 Biltmore Family Office, LLC 0.19% 32,000 $1.4M
8 Cambridge Financial Group, LLC 0.18% 12,161 $529K
9 Sprinkle Financial Consultants LLC 0.16% 7,888 $343K
10 Eley Financial Management, Inc 0.14% 9,520 $359K
11 Headinvest, LLC 0.11% 12,505 $544K
12 DeDora Capital, Inc. 0.10% 9,489 $413K
13 MainStreet Investment Advisors LLC 0.10% 15,169 $660K
14 JNBA Financial Advisors 0.10% 26,949 $1.2M
15 Birchwood Financial Partners, Inc. 0.08% 1,969 $86K
16 Bailard, INC. 0.08% 78,189 $3.4M
17 Gould Asset Management LLC /Ca/ 0.07% 9,155 $399K
18 Pathway Financial Advisors LLC 0.07% 12,245 $538K
19 Magnus Financial Group LLC 0.05% 15,258 $664K
20 Tarbox Family Office, Inc. 0.05% 7,614 $332K
21 Armbruster Capital Management, Inc. 0.05% 7,356 $320K
22 Optas, LLC 0.04% 5,956 $259K
23 Corient IA LLC 0.04% 900 $39K
24 Asset Dedication, LLC 0.03% 10,756 $468K
25 Legacy Edge Advisors, LLC 0.03% 6,259 $273K
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 (XJR)

What does the Smart Money Trend signal show for XJR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added XJR 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 XJR?

More buyers than sellers — 62% buying: Last quarter: 46 funds were net buyers (18 opened a brand new position + 28 added to an existing one). Only 28 were sellers (19 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XJR holders?

Smaller funds dominant — 19% AUM from top-100: 11 of 95 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XJR?

Mixed — 29% long-term, 32% new: Of the 95 current holders: 28 (29%) held >2 years, 37 held 1–2 years, and 30 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, XJR has moved +4.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +4.5%. Since the quarter end (March 31, 2026), XJR has gained +17.0% vs +14.1% 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.

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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