Ishares Tr (IEO) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Ishares Tr (IEO) following the 2026 Q2 hedge fund 13F filings?

As of today, IEO has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IEO gained +19.2% vs +4.0% 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.

Ishares Tr (IEO)

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

Smart Money Signals — IEO

Based on 169 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added IEO 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 (97% of max)

97% of all-time peak

169 hedge funds hold IEO 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

+20 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. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 60% buying

87 buying57 selling

Last quarter: 87 funds were net buyers (36 opened a brand new position + 51 added to an existing one). Only 57 were sellers (39 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter

Funds opening a new IEO position: 27 → 20 → 22 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new

102 out of 169 hedge funds have held IEO 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 +78% but shares only +32% — price-driven

Value

+78%

+32%

Last quarter: the total dollar value of institutional holdings rose +78%, but actual share count only changed +32%. 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.

📈

Growing discovery — still being found

13 → 27 → 20 → 22 → 36 new funds/Q

New funds entering each quarter: 27 → 20 → 22 → 36. A growing number of institutions are discovering IEO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 22% new

Entry-cohort mix of 176 holders: 119 (68%) are 2+ year veterans, 19 entered 1–2 years ago, and 38 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds

26 of 168 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IEO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	169	149	13.42%
13F Shares	2M	2M	32.34%
Total Value	$282M	$158M	78.42%
New Positions	36	22	+14
Increased Positions	51	34	+17
Closed Positions	16	19	-3
Reduced Positions	37	46	-9
Total Calls	5	3	66.67%
Total Puts	3	2	50.0%
PUT/CALL Ratio	0.6	0.67	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

169

149

13.42%

13F Shares

32.34%

Total Value

$282M

$158M

78.42%

New Positions

+14

Increased Positions

+17

Closed Positions

-3

Reduced Positions

-9

Total Calls

66.67%

Total Puts

50.0%

PUT/CALL Ratio

0.6

0.67

Bullish

Institutional Holders (2026 Q2)

169 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IEO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mader & Shannon Wealth Management, Inc.	2.48%	48,339	$5.3M
2	Cottonwood Capital Advisors, LLC	1.36%	20,565	$2.3M
3	Audent Global Asset Management, LLC	1.34%	10,951	$1.2M
4	Investors Research Corp	0.79%	40,047	$4.4M
5	Stegent Equity Advisors, Inc.	0.63%	7,950	$873K
6	Independent Family Office, LLC	0.56%	12,754	$1.4M
7	Regatta Research & Money Management	0.53%	5,093	$559K
8	Martin & Co Inc /Tn/	0.39%	22,678	$2.5M
9	Wealth Management Partners, LLC	0.38%	14,661	$1.6M
10	Bank Pictet & Cie (Europe) AG	0.26%	122,139	$13.4M
11	Endowment Wealth Management, Inc.	0.25%	5,996	$659K
12	PCG Wealth Advisors, LLC	0.21%	8,536	$938K
13	Mezzasalma Advisors, LLC	0.15%	6,904	$758K
14	Enclave Advisors LLC	0.14%	10,190	$1.1M
15	Carret Asset Management, LLC	0.12%	12,370	$1.4M
16	Westmount Partners, LLC	0.10%	4,263	$468K
17	Mraz, Amerine & Associates, Inc.	0.09%	5,793	$636K
18	Cypress Asset Management Inc/Tx	0.09%	2,953	$369K
19	Poehling Capital Management, INC.	0.08%	3,500	$384K
20	PFG Investments, LLC	0.08%	19,021	$2.1M
21	Mutual Advisors, LLC	0.06%	29,704	$3.3M
22	GRIMES & Co WEALTH MANAGEMENT, LLC	0.05%	22,460	$2.5M
23	Anchyra Partners LLC	0.05%	1,825	$200K
24	Altfest L J & Co Inc	0.05%	4,235	$465K
25	AlphaCore Capital LLC	0.04%	18,728	$2.1M

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 (IEO)

What does the Smart Money Trend signal show for IEO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IEO 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 IEO?

More buyers than sellers — 60% buying: Last quarter: 87 funds were net buyers (36 opened a brand new position + 51 added to an existing one). Only 57 were sellers (39 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IEO holders?

Elite ownership — 56% AUM from top-100 funds: 26 of 168 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IEO. 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 IEO?

60% of holders stayed for 2+ years: 102 out of 169 hedge funds have held IEO 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 (IEO) following the 2026 Q2 hedge fund 13F filings?

As of today, IEO has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IEO has gained +19.2% vs +4.0% 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.

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Ishares Tr (IEO)

Smart Money Signals — IEO

Buying streak — 2 quarters in a row

At the ownership peak (97% of max)

Steady growth — +13% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+14 vs last Q)

60% of holders stayed for 2+ years

Value +78% but shares only +32% — price-driven

Growing discovery — still being found

Veteran-anchored — 68% veterans vs 22% newcomers

Elite ownership — 56% AUM from top-100 funds

Institutional Sentiment Summary — IEO

Hedge Fund Ownership: IEO

Market Analysis: IEO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IEO

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

Hedge Fund Positioning: IEO

Statistics: IEO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IEO)

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