Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (INTF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
10Q ▲
Buyers last Q
55%

Smart Money Signals — INTF

Based on 168 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added INTF 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 (100% of max)

100% of all-time peak
168 hedge funds hold INTF 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 — +17% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

85 buying70 selling
Last quarter: 85 funds bought or added vs 70 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new INTF position: 18 → 19 → 15 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 20% new
96 out of 168 hedge funds have held INTF 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.
➡️

Steady discovery — ~21 new funds/quarter

20 → 18 → 19 → 15 → 21 new funds/Q
New funds entering each quarter: 18 → 19 → 15 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 15% 1-2yr ■ 28% new
Of 168 current holders: 95 (57%) 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.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
15 of 168 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — INTF

In 2025 Q4, 85 hedge funds were net buyers of INTF (21 opened a new position, 64 added to an existing one), while 70 reduced or exited (54 trimmed, 16 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 168.

Hedge Fund Ownership: INTF

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

Market Analysis: INTF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INTF

-- --

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.

13 top-rated funds 5 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: INTF
2026 Q1 Stats Unlock in 9 days 168 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 168 163 3.07%
13F Shares 50M 66M -23.82%
Total Value $1.94B $2.38B -18.26%
New Positions 21 15 +6
Increased Positions 64 68 -4
Closed Positions 16 12 +4
Reduced Positions 54 47 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: INTF

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Institutional Holders (2026 Q1)

168 + investors

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

Top 25 institutional holders of INTF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Financial Services, Inc. 16.13% 8,700,431 $339.0M
2 HALBERT HARGROVE GLOBAL ADVISORS, LLC 6.28% 3,339,669 $130.1M
3 Northwest Wealth Advisors, LLC 5.40% 194,093 $7.6M
4 Weil Company, Inc. 4.01% 458,477 $17.9M
5 DDFG, Inc 2.71% 322,928 $12.6M
6 MERIDIAN MANAGEMENT CO 2.59% 266,791 $10.4M
7 Conrad Siegel Investment Advisors, Inc. 2.52% 357,924 $13.9M
8 RHS Financial, LLC 2.46% 133,000 $5.2M
9 Horizon Family Wealth, Inc. 2.29% 111,307 $4.3M
10 Stonebridge Wealth Management, LLC 2.27% 60,665 $2.4M
11 Thrive Wealth Management, LLC 1.99% 342,155 $13.3M
12 Alchemi Wealth, LLC 1.94% 89,902 $3.5M
13 New Insight Wealth Advisors 1.92% 137,763 $5.4M
14 Winthrop Advisory Group LLC 1.78% 558,670 $21.8M
15 Beirne Wealth Consulting Services, LLC 1.67% 151,772 $5.9M
16 Brio Consultants, LLC 1.12% 223,526 $9.1M
17 Heck Capital Advisors, LLC 0.97% 337,194 $13.1M
18 MAIMON WEALTH MANAGEMENT LTD. 0.93% 26,375 $996K
19 Citizens National Bank Trust Department 0.88% 135,154 $5.3M
20 FOSTER & MOTLEY INC 0.74% 370,528 $14K
21 Acropolis Investment Management, LLC 0.63% 363,258 $14.2M
22 Gallacher Capital Management LLC 0.61% 40,589 $1.6M
23 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.57% 201,651 $7.9M
24 LINCOLN CAPITAL CORP 0.56% 39,337 $1.5M
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.49% 20,220,438 $787.8M
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 (INTF)

What does the Smart Money Trend signal show for INTF?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added INTF 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 INTF?

Slight buying edge — 55% buying: Last quarter: 85 funds bought or added vs 70 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 INTF holders?

Smaller funds dominant — 19% AUM from top-100: 15 of 168 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held INTF?

57% of holders stayed for 2+ years: 96 out of 168 hedge funds have held INTF 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.