Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IWC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — IWC

Based on 238 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IWC 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
238 hedge funds hold IWC 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 — +9% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

108 buying93 selling
Last quarter: 108 funds bought or added vs 93 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new IWC position: 18 → 23 → 40 → 50. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 18% medium ■ 20% new
148 out of 238 hedge funds have held IWC 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.
🚀

Acceleration phase — new buyers rushing in

28 → 18 → 23 → 40 → 50 new funds/Q
New funds entering each quarter: 18 → 23 → 40 → 50. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 10% 1-2yr ■ 23% new
Of 240 current holders: 162 (68%) 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 — 31% AUM from major funds

31% from top-100 AUM funds
17 of 238 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Hedge Fund Ownership: IWC

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

Market Analysis: IWC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWC

-- --

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.

15 top-rated funds 2 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: IWC
2026 Q1 Stats Unlock in 11 days 240 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 240 216 11.11%
13F Shares 4M 4M -0.78%
Total Value $585M $562M 3.97%
New Positions 50 40 +10
Increased Positions 59 49 +10
Closed Positions 25 20 +5
Reduced Positions 74 68 +6
Total Calls 2 2 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: IWC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

240 + investors

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

Top 25 institutional holders of IWC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TABR Capital Management, LLC 3.59% 24,458 $3.9M
2 WEBER CAPITAL MANAGEMENT LLC /ADV 2.87% 17,983 $2.9M
3 Finley Financial, LLC 2.41% 32,250 $5.1M
4 CAMELOT TECHNOLOGY ADVISORS, INC. 2.17% 18,770 $3.0M
5 DUMONT & BLAKE INVESTMENT ADVISORS LLC 1.55% 38,922 $6.2M
6 ARKANSAS FINANCIAL GROUP, INC. 1.20% 51,294 $8.6M
7 SENTINEL TRUST CO LBA 1.08% 68,106 $11K
8 M1 Capital Management LLC 1.07% 14,556 $2.3M
9 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1.00% 14,930 $2.4M
10 Robinson Value Management, Ltd. 0.82% 9,265 $1.5M
11 Endowment Wealth Management, Inc. 0.78% 11,061 $1.8M
12 Noble Family Wealth, LLC 0.69% 20,998 $3.4M
13 Indiana Trust & Investment Management Co 0.68% 13,830 $2.2M
14 SFI Advisors, LLC 0.67% 3,971 $634K
15 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.65% 84,985 $13.6M
16 Peoples Bank/KS 0.64% 4,000 $638K
17 WHITTIER TRUST CO 0.60% 323,937 $52.9M
18 NORDEN GROUP LLC 0.59% 38,627 $6.2M
19 Kendall Capital Management 0.57% 17,406 $2.8M
20 SMITH, MOORE & CO. 0.55% 47,580 $7.6M
21 WHITTIER TRUST CO OF NEVADA INC 0.55% 164,721 $26.9M
22 Frank, Rimerman Advisors LLC 0.49% 47,168 $7.5M
23 SENTINEL WEALTH MANAGEMENT, INC. 0.49% 3,815 $609K
24 Haven Private, LLC 0.42% 6,072 $969K
25 WealthShield Partners, LLC 0.41% 23,076 $3.7M
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 (IWC)

What does the Smart Money Trend signal show for IWC?

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

Slight buying edge — 54% buying: Last quarter: 108 funds bought or added vs 93 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 IWC holders?

Strong quality — 31% AUM from major funds: 17 of 238 holders rank in the top 100 by AUM, accounting for 31% 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 IWC?

62% of holders stayed for 2+ years: 148 out of 238 hedge funds have held IWC 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.