Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IEI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — IEI

Based on 837 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 IEI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
837 hedge funds hold IEI 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 — +12% more funds vs a year ago

fund count last 6Q
+87 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

441 buying351 selling
Last quarter: 441 funds bought or added vs 351 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.
⚠️

Fewer new buyers each quarter (-43 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 98 → 98 → 132 → 89. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new
472 out of 837 hedge funds have held IEI 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

118 → 98 → 98 → 132 → 89 new funds/Q
New funds entering each quarter: 98 → 98 → 132 → 89. A growing number of institutions are discovering IEI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 15% 1-2yr ■ 26% new
Of 844 current holders: 501 (59%) 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.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
34 of 837 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — IEI

In 2026 Q1, 441 hedge funds were net buyers of IEI (89 opened a new position, 352 added to an existing one), while 351 reduced or exited (260 trimmed, 91 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 36% of total institutional value in IEI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 837.

Hedge Fund Ownership: IEI

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

Market Analysis: IEI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IEI

-- --

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

Is It Too Late to Buy ISHARES TR (IEI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IEI 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 · 71d ago
IEI
+1.1%
SPY
+13.7%

IEI outperformed SPY by -12.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
IEI
+0.1%
SPY
+0.0%

Since the filing became public, IEI outperformed SPY by +0.1% .

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.

24 top-rated funds 45 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
5.7
/ 10
conviction
Hedge Fund Positioning: IEI
828 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 828 839 -1.31%
13F Shares 115M 123M -6.3%
Total Value $13.31B $14.61B -8.89%
New Positions 85 132 -47
Increased Positions 350 354 -4
Closed Positions 96 66 +30
Reduced Positions 253 229 +24
Total Calls 4 4 -
Total Puts 5 3 66.67%
PUT/CALL Ratio 1.25 0.75 Bearish

Statistics: IEI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

828 + investors

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

QUARTER:
Top 25 institutional holders of IEI — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CRITERIA CAIXA, S.A.U. 49.76% 82,000 $11.7M
2 Hoese & Co LLP 19.89% 225,998 $26.8M
3 Tanglewood Wealth Management, Inc. 15.69% 1,596,822 $189.4M
4 Clarity Financial LLC 11.88% 920,520 $109.2M
5 Strategic Point Investment Advisors, LLC 11.02% 639,390 $75.8M
6 CVS HEALTH Corp 10.21% 182,800 $21.7M
7 SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 10.19% 210,715 $25.0M
8 University of Illinois Foundation 9.99% 410,500 $48.7M
9 DDFG, Inc 9.48% 371,059 $44.0M
10 AmeriServ Wealth Advisors 9.12% 120,458 $14.3M
11 Mirabaud & Cie SA 9.10% 188,618 $22.4M
12 Gould Capital, LLC 9.08% 126,530 $15.0M
13 ARMSTRONG ADVISORY GROUP, INC 8.63% 1,084,487 $128.6M
14 Benchmark Financial, LLC 6.92% 64,980 $7.7M
15 SUMMITPOINT CAPITAL MANAGEMENT 6.84% 45,170 $5.4M
16 FORONJY FINANCIAL LLC 6.76% 137,157 $16.3M
17 Spartan Planning & Wealth Management 6.57% 74,906 $8.9M
18 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 6.30% 719,834 $85.4M
19 SNS Financial Group, LLC 6.29% 615,718 $73.0M
20 Westview Management dba Westview Investment Advisors 6.21% 100,612 $11.9M
21 Weaver Capital Management LLC 5.95% 231,359 $27.4M
22 Independence Financial Advisors, LLC 5.81% 163,298 $19.4M
23 New Harbor Financial Group, LLC 5.69% 272,300 $32.3M
24 Lake Hills Wealth Management, LLC 5.07% 76,419 $9.1M
25 WIT, LLC 5.07% 2,263,922 $268.5M
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 (IEI)

What does the Smart Money Trend signal show for IEI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IEI 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 IEI?

Slight buying edge — 56% buying: Last quarter: 441 funds bought or added vs 351 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 IEI holders?

Strong quality — 36% AUM from major funds: 34 of 837 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IEI?

56% of holders stayed for 2+ years: 472 out of 837 hedge funds have held IEI 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 (IEI) following the 2026 Q1 hedge fund 13F filings?

As of today, IEI has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), IEI has gained +1.1% vs +13.7% 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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