Stock Analysis
Data Source: SEC EDGAR 13F
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Ishares Tr (HEWJ)

87 + Investors. Track Smart Money conviction in HEWJ. 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
↑ +4
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — HEWJ

Based on 87 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added HEWJ 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
87 hedge funds hold HEWJ 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 — +43% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+43% 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

43 buying32 selling
Last quarter: 43 funds bought or added vs 32 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 HEWJ position: 9 → 21 → 10 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 20% medium 28% new
46 out of 87 hedge funds have held HEWJ 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 +32% but shares only +14% — price-driven

Value
+31%
Shares
+14%
Last quarter: the total dollar value of institutional holdings rose +32%, but actual share count only changed +14%. 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.
➡️

Steady discovery — ~17 new funds/quarter

8 → 9 → 21 → 10 → 17 new funds/Q
New funds entering each quarter: 9 → 21 → 10 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 29% newcomers

57% veterans 14% 1-2yr 29% new
Entry-cohort mix of 87 holders: 50 (57%) are 2+ year veterans, 12 entered 1–2 years ago, and 25 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 73% AUM from top-100 funds

73% from top-100 AUM funds
24 of 87 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in HEWJ. 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 — HEWJ

In 2026 Q2, 43 hedge funds were net buyers of HEWJ (17 opened a new position, 26 added to an existing one), while 32 reduced or exited (19 trimmed, 13 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 73% of total institutional value in HEWJ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 87.

Hedge Fund Ownership: HEWJ

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

Market Analysis: HEWJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HEWJ

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

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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
0.3
/ 10
conviction
Hedge Fund Positioning: HEWJ
87 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 87 83 4.82%
13F Shares 7M 6M 14.16%
Total Value $432M $328M 31.6%
New Positions 17 10 +7
Increased Positions 26 27 -1
Closed Positions 13 6 +7
Reduced Positions 19 20 -1
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HEWJ

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Institutional Holders (2026 Q2)

87 + investors

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

QUARTER:
Top 25 HEWJ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Partners Capital Investment Group, LLP 0.67% 295,885 $19.1M
2 Modern Wealth Management, LLC 0.51% 670,038 $43.2M
3 Intrepid Family Office LLC 0.48% 10,000 $645K
4 Somerset Trust Co 0.27% 14,839 $957K
5 LFA - Lugano Financial Advisors SA 0.27% 6,868 $443K
6 Portfolio Resources Advisor Group, Inc. 0.18% 3,225 $208K
7 Three Bridge Wealth Advisors, LLC 0.08% 5,020 $324K
8 Valor Advisors LLC 0.08% 1,715 $90K
9 Banco Bilbao Vizcaya Argentaria, S.A. 0.07% 173,243 $11.2M
10 Fiduciary Financial Group, LLC 0.05% 7,222 $466K
11 Gts Securities LLC 0.05% 38,022 $2.5M
12 Williams Jones Wealth Management, LLC. 0.05% 62,520 $4.0M
13 Laurel Oak Wealth Management, LLC 0.04% 4,725 $305K
14 Murphy & Mullick Capital Management Corp 0.04% 1,045 $67K
15 OVERSEA-CHINESE BANKING Corp Ltd 0.03% 20,530 $1.3M
16 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% 3,948 $255K
17 Hilltop Holdings Inc. 0.03% 5,000 $323K
18 TD Waterhouse Canada Inc. 0.02% 125,349 $8.1M
19 Tradition Wealth Management, LLC 0.02% 5,068 $327K
20 Robertson Stephens Wealth Management, LLC 0.02% 11,730 $757K
21 Advisory Alpha, LLC 0.02% 10,035 $647K
22 Deutsche Bank Ag\ 0.01% 730,487 $47.1M
23 Chesley Taft & Associates LLC 0.01% 5,259 $339K
24 Institute for Wealth Management, LLC. 0.01% 2,153 $139K
25 Compass Financial Management LLC 0.01% 1,515 $96K
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 (HEWJ)

What does the Smart Money Trend signal show for HEWJ?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added HEWJ 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 HEWJ?

Slight buying edge — 57% buying: Last quarter: 43 funds bought or added vs 32 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 HEWJ holders?

Elite ownership — 73% AUM from top-100 funds: 24 of 87 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in HEWJ. 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 HEWJ?

53% of holders stayed for 2+ years: 46 out of 87 hedge funds have held HEWJ 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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