Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IAI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -17
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — IAI

Based on 171 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IAI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
171 funds currently hold this stock — 91% of the 3.0-year high of 188 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IAI is almost the same as a year ago (-4 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

78 buying101 selling
Last quarter: 101 funds reduced or exited vs 78 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 28 → 29 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 33% medium ■ 21% new
79 out of 171 hedge funds have held IAI 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.
💎

Buying through price weakness — shares +3%, value -20%

Value
-19%
Shares
+2%
Last quarter: funds added +3% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~24 new funds/quarter

36 → 30 → 28 → 29 → 24 new funds/Q
New funds entering each quarter: 30 → 28 → 29 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 28% newcomers

■ 52% veterans ■ 20% 1-2yr ■ 28% new
Entry-cohort mix of 176 holders: 92 (52%) are 2+ year veterans, 35 entered 1–2 years ago, and 49 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
21 of 171 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in IAI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Institutional Sentiment Summary — IAI

In 2026 Q1, 78 hedge funds were net buyers of IAI (24 opened a new position, 54 added to an existing one), while 101 reduced or exited (60 trimmed, 41 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 51% of total institutional value in IAI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -17 funds (more exits than new entries). Total institutional holders: 171.

Hedge Fund Ownership: IAI

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

Market Analysis: IAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IAI

-- --

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

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

Signal Freshness measures how much IAI 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 · 87d ago
IAI
+6.8%
SPY
+13.0%

IAI outperformed SPY by -6.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
IAI
-1.3%
SPY
-0.5%

Since the filing became public, IAI outperformed SPY by -0.8% .

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.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: IAI
169 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 169 188 -10.11%
13F Shares 6M 6M 2.72%
Total Value $660M $823M -19.82%
New Positions 23 29 -6
Increased Positions 54 66 -12
Closed Positions 42 22 +20
Reduced Positions 59 51 +8
Total Calls 3 2 50.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: IAI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

169 + investors

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

QUARTER:
Top 25 IAI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFI Advisors, LLC 3.89% 22,563 $3.7M
2 Cottonwood Capital Advisors, LLC 2.54% 21,939 $3.6M
3 WESPAC Advisors SoCal, LLC 2.08% 59,710 $9.8M
4 MinichMacGregor Wealth Management, LLC 2.02% 69,755 $11.5M
5 Cadent Capital Advisors, LLC 1.64% 38,495 $6.3M
6 Tudor Financial Inc. 1.58% 26,761 $3.1M
7 Prostatis Group LLC 1.38% 32,926 $5.4M
8 Well Done, LLC 1.20% 49,730 $8.2M
9 1 North Wealth Services LLC 1.10% 18,544 $3.0M
10 Rhodes Investment Advisors Inc /Adv 0.84% 5,790 $1.0M
11 Heritage Oak Wealth Advisors LLC 0.84% 16,031 $2.6M
12 Robinson Value Management, Ltd. 0.74% 8,061 $1.3M
13 Muirfield Wealth Advisors LLC 0.68% 5,668 $931K
14 Genesee Capital Advisors, LLC 0.59% 8,520 $1.4M
15 PCG Wealth Advisors, LLC 0.58% 14,009 $2.3M
16 McGuire Investment Group, LLC 0.58% 31,045 $5.1M
17 AlphaCore Capital LLC 0.46% 118,393 $19.4M
18 Signature Equity Partners, LLC 0.45% 5,159 $847K
19 Southern Capital Advisors, LLC 0.30% 3,951 $649K
20 Cassady Wealth & Retirement Planning, LLC 0.29% 2,497 $448K
21 Global Financial Private Client, LLC 0.29% 5,397 $886K
22 Kraematon Investment Advisors, Inc 0.24% 1,819 $299K
23 Outlook Wealth Advisors, LLC 0.24% 5,959 $978K
24 Apeiron RIA LLC 0.20% 5,327 $875K
25 Wbi Investments, LLC 0.19% 4,197 $689K
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 (IAI)

What does the Smart Money Trend signal show for IAI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IAI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IAI?

More sellers than buyers — 44% buying: Last quarter: 101 funds reduced or exited vs 78 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IAI holders?

Elite ownership — 51% AUM from top-100 funds: 21 of 171 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in IAI. 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 IAI?

46% of holders stayed for 2+ years: 79 out of 171 hedge funds have held IAI 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 (IAI) following the 2026 Q1 hedge fund 13F filings?

As of today, IAI has moved -1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), IAI has gained +6.8% vs +13.0% 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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