ISHARES TR (IFRA): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (IFRA)

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

Smart Money Signals — IFRA

Based on 350 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added IFRA 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.

📊

High ownership — 86% of 3.0Y peak

86% of all-time peak

350 funds currently hold this stock — 86% of the 3.0-year high of 408 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q

58 fewer hedge funds hold IFRA compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟡

Slight buying edge — 59% buying

190 buying130 selling

Last quarter: 190 funds bought or added vs 130 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 (+36 vs last Q)

new funds entering per quarter

Funds opening a new IFRA position: 49 → 39 → 34 → 70. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 27% medium ■ 24% new

170 out of 350 hedge funds have held IFRA 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

64 → 49 → 39 → 34 → 70 new funds/Q

New funds entering each quarter: 49 → 39 → 34 → 70. A growing number of institutions are discovering IFRA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 16% 1-2yr ■ 34% new

Of 350 current holders: 176 (50%) 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.

🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds

20 of 350 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in IFRA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

2.9

out of 10

Low Exit Risk

Exit risk score 2.9/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	350	309	13.27%
13F Shares	29M	28M	3.92%
Total Value	$1.51B	$1.46B	3.74%
New Positions	70	34	+36
Increased Positions	120	107	+13
Closed Positions	29	38	-9
Reduced Positions	101	111	-10
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

350

309

13.27%

13F Shares

29M

28M

3.92%

Total Value

$1.51B

$1.46B

3.74%

New Positions

+36

Increased Positions

120

107

+13

Closed Positions

-9

Reduced Positions

101

111

-10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

350 + investors

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

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

Top 25 institutional holders of IFRA — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Laurel Wealth Planning LLC	5.56%	184,424	$10.5M
2	TrustBank	4.48%	202,008	$11.6M
3	Wharton Business Group, LLC	3.72%	1,723,025	$98.6M
4	Haven Private, LLC	3.27%	131,316	$7.5M
5	LANE BROTHERS & CO INC	2.85%	68,326	$3.9M
6	Paller Financial Services Inc	2.84%	59,946	$3.4M
7	Urban Wealth Management, LLC	2.10%	35,792	$2.0M
8	HOGE FINANCIAL SERVICES, LLC	2.02%	65,877	$3.8M
9	BG Investment Services, LLC	1.91%	40,332	$2.3M
10	Consilium Wealth Advisory, LLC	1.63%	83,660	$4.8M
11	FORTE ASSET MANAGEMENT LLC	1.57%	62,477	$3.6M
12	Brio Consultants, LLC	1.43%	186,337	$11.7M
13	Silver Coast Investments LLC	1.14%	62,664	$3.6M
14	ARRIEN INVESTMENTS, INC.	1.02%	32,873	$1.9M
15	Elm3 Financial Group, LLC	0.88%	18,182	$1.0M
16	HERBST GROUP, LLC	0.75%	21,260	$1.2M
17	Wealthcare Capital Partners, LLC	0.70%	25,947	$1.5M
18	Sound Financial Strategies Group, LLC	0.69%	17,732	$1.0M
19	CLIENT 1ST ADVISORY GROUP, LLC	0.68%	39,284	$2.2M
20	EVOLUTION WEALTH MANAGEMENT INC.	0.65%	15,573	$891K
21	Copia Wealth Management	0.64%	16,200	$927K
22	Comprehensive Money Management Services LLC	0.63%	16,780	$960K
23	WARNER FINANCIAL, INC	0.60%	30,383	$1.7M
24	Eagle Strategies LLC	0.53%	77,632	$4.4M
25	Hibernia Wealth Partners, LLC	0.51%	30,438	$1.7M

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 (IFRA)

What does the Smart Money Trend signal show for IFRA?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IFRA 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 IFRA?

Slight buying edge — 59% buying: Last quarter: 190 funds bought or added vs 130 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 IFRA holders?

Elite ownership — 57% AUM from top-100 funds: 20 of 350 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in IFRA. 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 IFRA?

49% of holders stayed for 2+ years: 170 out of 350 hedge funds have held IFRA 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.

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ISHARES TR (IFRA)

Smart Money Signals — IFRA

Buying streak — 1 quarter in a row

High ownership — 86% of 3.0Y peak

Outflows — 14% fewer funds vs a year ago

Slight buying edge — 59% buying

More new buyers each quarter (+36 vs last Q)

49% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 50% of holders stayed 2+ years

Elite ownership — 57% AUM from top-100 funds

Hedge Fund Ownership: IFRA

Market Analysis: IFRA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IFRA

Hedge Fund Positioning: IFRA

Statistics: IFRA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (IFRA)

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