Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (XT)

274 + Investors. Track Smart Money conviction in XT. 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
↑ +12
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — XT

Based on 270 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added XT 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
270 hedge funds hold XT 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 — +13% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

133 buying105 selling
Last quarter: 133 funds bought or added vs 105 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 — ~37 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 35 → 34 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 20% medium 20% new
162 out of 270 hedge funds have held XT 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

35 → 22 → 35 → 34 → 37 new funds/Q
New funds entering each quarter: 22 → 35 → 34 → 37. A growing number of institutions are discovering XT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 11% 1-2yr 28% new
Of 274 current holders: 167 (61%) 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.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
17 of 270 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: XT

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

Market Analysis: XT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XT

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

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: XT
2026 Q1 Stats Unlock in 19 days 274 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 274 259 5.79%
13F Shares 43M 41M 4.29%
Total Value $2.99B $2.97B 0.44%
New Positions 41 34 +7
Increased Positions 96 70 +26
Closed Positions 25 28 -3
Reduced Positions 80 78 +2
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XT

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

274 + investors

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

Top 25 institutional holders of XT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wealthcare Capital Partners, LLC 0.97% 30,359 $2.1M
2 Atlas Private Wealth Advisors 0.71% 44,210 $3.0M
3 CFS Investment Advisory Services, LLC 0.57% 110,233 $8.3M
4 Stratos Investment Management, LLC 0.48% 174,290 $11.9M
5 Clay Northam Wealth Management, LLC 0.38% 9,913 $676K
6 Cannon Advisors, Inc. 0.36% 7,169 $489K
7 McGinn Penninger Investment Management, Inc. 0.36% 7,988
8 Comprehensive Money Management Services LLC 0.34% 7,618 $519K
9 Wealthcare Advisory Partners LLC 0.34% 255,848 $17.4M
10 INTERACTIVE FINANCIAL ADVISORS, INC. 0.33% 7,423 $506K
11 SWEENEY & MICHEL, LLC 0.32% 15,058 $1.1M
12 Madrid Wealth Management, LLC 0.30% 5,848 $399K
13 VERITY Wealth Advisors 0.26% 5,786 $394K
14 BostonPremier Wealth LLC 0.26% 7,393 $504K
15 MOSELEY INVESTMENT MANAGEMENT INC 0.21% 9,881 $673K
16 Christensen, King & Associates Investment Services, Inc. 0.21% 7,031 $479K
17 Mezzasalma Advisors, LLC 0.17% 9,731 $663K
18 VALLEY NATIONAL ADVISERS INC 0.16% 18,487 $1K
19 Curran Financial Partners, LLC 0.12% 9,760 $665K
20 Selective Wealth Management, Inc. 0.10% 4,279 $321K
21 Berger Financial Group, Inc 0.09% 23,035 $1.6M
22 Dynamic Advisor Solutions LLC 0.08% 39,437 $2.7M
23 Brookstone Capital Management 0.08% 106,103 $7.2M
24 Financial Life Planners 0.08% 1,560 $106K
25 COLLECTIVE FAMILY OFFICE LLC 0.07% 4,713 $321K
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 (XT)

What does the Smart Money Trend signal show for XT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added XT 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 XT?

Slight buying edge — 56% buying: Last quarter: 133 funds bought or added vs 105 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 XT holders?

Smaller funds dominant — 11% AUM from top-100: 17 of 270 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XT?

60% of holders stayed for 2+ years: 162 out of 270 hedge funds have held XT 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.