Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IHF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — IHF

Based on 186 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 IHF 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 — 94% of 3.0Y peak

94% of all-time peak
186 funds currently hold this stock — 94% of the 3.0-year high of 197 funds (reached 2023 Q1). 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 IHF is almost the same as a year ago (-3 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

72 buying81 selling
Last quarter: 81 funds reduced or exited vs 72 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: 13 → 26 → 28 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 15% medium ■ 17% new
127 out of 186 hedge funds have held IHF 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

25 → 13 → 26 → 28 → 24 new funds/Q
New funds entering each quarter: 13 → 26 → 28 → 24. A growing number of institutions are discovering IHF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 9% 1-2yr ■ 19% new
Of 188 current holders: 137 (73%) 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 — 38% AUM from major funds

38% from top-100 AUM funds
17 of 186 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — IHF

In 2025 Q4, 72 hedge funds were net buyers of IHF (24 opened a new position, 48 added to an existing one), while 81 reduced or exited (62 trimmed, 19 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 38% of total institutional value in IHF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 186.

Hedge Fund Ownership: IHF

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

Market Analysis: IHF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IHF

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: IHF
2026 Q1 Stats Unlock in 7 days 188 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 188 183 2.73%
13F Shares 8M 8M 5.55%
Total Value $400M $391M 2.47%
New Positions 24 28 -4
Increased Positions 50 47 +3
Closed Positions 19 37 -18
Reduced Positions 63 55 +8
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: IHF

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

188 + investors

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

Top 25 institutional holders of IHF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ELEMENT POINTE ADVISORS, LLC 3.51% 444,622 $18.6M
2 Sather Financial Group Inc 2.62% 1,017,415 $42.6M
3 Sage Advisory Services, Ltd.Co. 2.40% 104,704 $4.4M
4 FDx Advisors, Inc. 0.58% 43,723 $2K
5 Wisconsin Wealth Advisors, LLC 0.54% 13,086 $548K
6 Wharton Business Group, LLC 0.53% 335,810 $14.1M
7 Stonegate Management LLC 0.52% 16,000 $790K
8 Urban Wealth Management, LLC 0.44% 10,220 $428K
9 NORTHLAND SECURITIES, INC. 0.42% 10,517 $440K
10 Phoenix Financial Ltd. 0.41% 1,025,353 $42.9M
11 Kingsview Wealth Management, LLC 0.21% 359,890 $15.1M
12 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.16% 15,251 $638K
13 Purkiss Capital Advisors LLC 0.15% 8,093 $339K
14 LEUTHOLD GROUP, LLC 0.14% 31,970 $1.3M
15 TRUST CO OF TOLEDO NA /OH/ 0.09% 23,739 $993K
16 Sava Infond d.o.o. 0.08% 13,580 $568K
17 Iowa State Bank 0.08% 10,000 $418K
18 Kraft, Davis & Associates, LLC 0.06% 6,020 $289K
19 Hills Bank & Trust Co 0.06% 28,371 $1.2M
20 Financial Freedom, LLC 0.05% 2,539 $106K
21 Voya Financial Advisors, Inc. 0.04% 10,755 $441K
22 Mason & Associates Inc 0.04% 5,485 $225K
23 Weaver Capital Management LLC 0.04% 4,479 $187K
24 High Point Wealth Management, LLC 0.04% 1,000 $42K
25 TRITONPOINT WEALTH, LLC 0.04% 8,000 $335K
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 (IHF)

What does the Smart Money Trend signal show for IHF?

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

More sellers than buyers — 47% buying: Last quarter: 81 funds reduced or exited vs 72 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 IHF holders?

Strong quality — 38% AUM from major funds: 17 of 186 holders rank in the top 100 by AUM, accounting for 38% 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 IHF?

68% of holders stayed for 2+ years: 127 out of 186 hedge funds have held IHF 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.