Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IWB)

1K + Investors. Track Smart Money conviction in IWB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +65
Streak
3Q ▲
Buyers last Q
49%

Smart Money Signals — IWB

Based on 1372 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IWB 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
1,372 hedge funds hold IWB 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 — +10% more funds vs a year ago

fund count last 6Q
+129 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

529 buying543 selling
Last quarter: 543 funds reduced or exited vs 529 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.
📈

More new buyers each quarter (+47 vs last Q)

new funds entering per quarter
Funds opening a new IWB position: 93 → 125 → 94 → 141. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 18% medium ■ 13% new
947 out of 1,372 hedge funds have held IWB 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 — ~141 new funds/quarter

114 → 93 → 125 → 94 → 141 new funds/Q
New funds entering each quarter: 93 → 125 → 94 → 141. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 12% 1-2yr ■ 19% new
Of 1,379 current holders: 959 (70%) 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 — 51% AUM from top-100 funds

51% from top-100 AUM funds
30 of 1372 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in IWB. 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.

Hedge Fund Ownership: IWB

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

Market Analysis: IWB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWB

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

83 top-rated funds 31 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: IWB
2026 Q1 Stats Unlock in 11 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1379 1313 5.03%
13F Shares 95M 93M 2.18%
Total Value $35.45B $34.01B 4.22%
New Positions 141 94 +47
Increased Positions 396 366 +30
Closed Positions 76 75 +1
Reduced Positions 478 466 +12
Total Calls 3 3 -
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.33 1.0 Bearish

Statistics: IWB

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of IWB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FIDUCIARY COUNSELLING INC 32.18% 32,448 $11.6M
2 MPS Loria Financial Planners, LLC 32.07% 340,935 $121.6M
3 Brewster Financial Planning LLC 25.88% 119,982 $42.8M
4 Hippocratic Financial Advisors, LLC 23.96% 153,195 $54.6M
5 HOGE FINANCIAL SERVICES, LLC 21.49% 112,594 $40.1M
6 Gray Private Wealth, LLC 15.29% 85,266 $30.4M
7 SENTINEL WEALTH MANAGEMENT, INC. 14.76% 51,754 $18.5M
8 Legacy Wealth Management, LLC 14.73% 708,202 $252.5M
9 RED CEDAR INVESTMENT MANAGEMENT, LLC 14.61% 395,325 $141.0M
10 Arbor Investment Advisors, LLC 13.51% 290,982 $103.8M
11 Millburn Ridgefield LLC /DE/ 12.59% 1,641,733 $585.4M
12 Napier Financial, LLC 12.46% 152,330 $54.3M
13 FORMULATE FINANCIAL LLC 11.41% 25,921 $9.2M
14 Mason & Associates Inc 11.08% 164,995 $57.2M
15 Catalyst Capital Advisors LLC 10.90% 1,641,733 $585.4M
16 Nicholson Meyer Capital Management, Inc. 10.05% 36,748 $13.1M
17 Northstar Financial Companies, Inc. 9.43% 33,254 $11.9M
18 ACT WEALTH MANAGEMENT, LLC 9.30% 77,651 $27.7M
19 Franklin, Parlapiano, Turner & Welch, LLC 8.60% 93,093 $36.1M
20 Enclave Advisors LLC 7.90% 161,579 $57.6M
21 Latigo Investments, LLC 7.56% 42,556 $15.2M
22 May Hill Capital, LLC 7.48% 83,571 $29.8M
23 Winthrop Advisory Group LLC 7.27% 249,440 $88.9M
24 BOKF, NA 7.02% 1,287,018 $458.9M
25 COREPATH WEALTH PARTNERS LLC 6.43% 25,732 $9.5M
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 (IWB)

What does the Smart Money Trend signal show for IWB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IWB 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 IWB?

More sellers than buyers — 49% buying: Last quarter: 543 funds reduced or exited vs 529 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 IWB holders?

Elite ownership — 51% AUM from top-100 funds: 30 of 1372 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in IWB. 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 IWB?

69% of holders stayed for 2+ years: 947 out of 1,372 hedge funds have held IWB 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.