Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EXI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
5Q ▲
Buyers last Q
58%

Smart Money Signals — EXI

Based on 133 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added EXI 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
133 hedge funds hold EXI 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 — +34% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+34% 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 — 58% buying

67 buying49 selling
Last quarter: 67 funds bought or added vs 49 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new EXI position: 15 → 26 → 23 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 22% medium ■ 32% new
62 out of 133 hedge funds have held EXI 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

16 → 15 → 26 → 23 → 30 new funds/Q
New funds entering each quarter: 15 → 26 → 23 → 30. A growing number of institutions are discovering EXI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 34% newcomers

■ 55% veterans ■ 11% 1-2yr ■ 34% new
Entry-cohort mix of 133 holders: 73 (55%) are 2+ year veterans, 15 entered 1–2 years ago, and 45 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 79% AUM from top-100 funds

79% from top-100 AUM funds
22 of 133 holders are among the 100 largest funds by AUM, controlling 79% of total institutional value in EXI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — EXI

In 2026 Q2, 67 hedge funds were net buyers of EXI (30 opened a new position, 37 added to an existing one), while 49 reduced or exited (34 trimmed, 15 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 79% of total institutional value in EXI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 133.

Hedge Fund Ownership: EXI

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

Market Analysis: EXI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EXI

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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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: EXI
132 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 132 118 11.86%
13F Shares 6M 5M 14.6%
Total Value $1.09B $892M 22.0%
New Positions 29 23 +6
Increased Positions 37 41 -4
Closed Positions 15 13 +2
Reduced Positions 34 25 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EXI

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Institutional Holders (2026 Q2)

132 + investors

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

QUARTER:
Top 25 EXI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Viawealth, LLC 1.26% 12,537 $2.5M
2 TriCert Investment Counsel Inc. 1.14% 60,961 $12.2M
3 Buttonwood Financial Group, LLC 0.99% 8,646 $1.7M
4 Decision Investments, Inc 0.83% 4,556 $913K
5 Wharton Business Group, LLC 0.39% 58,345 $11.7M
6 Cambria Investment Management, L.P. 0.36% 36,344 $7.3M
7 PGIM Custom Harvest LLC 0.35% 139,478 $28.0M
8 Fulcrum Wealth Advisors, LLC 0.33% 2,147 $430K
9 Intesa Sanpaolo Wealth Management 0.32% 8,000 $1.6M
10 Phoenix Financial Ltd. 0.29% 215,300 $43.2M
11 Slow Capital, Inc. 0.22% 9,346 $1.9M
12 Fisher Asset Management, LLC 0.18% 3,027,680 $607.0M
13 Total Clarity Wealth Management, Inc. 0.17% 4,241 $850K
14 Ntv Asset Management LLC 0.16% 8,100 $1.6M
15 Wealth Management Partners, LLC 0.13% 2,682 $538K
16 MontVue Capital Management, Inc. 0.12% 1,050 $211K
17 Castleview Partners, LLC 0.10% 1,152 $231K
18 Banco Santander, S.A. 0.09% 75,003 $15.0M
19 Nalls Sherbakoff Group, LLC 0.09% 666 $121K
20 Riggs Asset Managment Co. Inc. 0.09% 2,441 $489K
21 Buckhead Capital Management LLC 0.08% 1,235 $248K
22 Gts Securities LLC 0.08% 18,111 $3.6M
23 Front Row Advisors LLC 0.08% 1,268 $260K
24 Patriot Investment Management Group, INC. 0.07% 5,652 $1.1M
25 Burke & Herbert Bank & Trust Co 0.05% 1,085 $218K
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 (EXI)

What does the Smart Money Trend signal show for EXI?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added EXI 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 EXI?

Slight buying edge — 58% buying: Last quarter: 67 funds bought or added vs 49 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 EXI holders?

Elite ownership — 79% AUM from top-100 funds: 22 of 133 holders are among the 100 largest funds by AUM, controlling 79% of total institutional value in EXI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EXI?

47% of holders stayed for 2+ years: 62 out of 133 hedge funds have held EXI 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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