Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IWF)

2K + Investors. Track Smart Money conviction in IWF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +134
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — IWF

Based on 2291 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 IWF 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
2,291 hedge funds hold IWF 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
+191 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 — 50% buying

938 buying924 selling
Last quarter: 938 funds bought or added vs 924 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 (+101 vs last Q)

new funds entering per quarter
Funds opening a new IWF position: 118 → 182 → 148 → 249. 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+) ■ 17% medium ■ 13% new
1,585 out of 2,291 hedge funds have held IWF 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

232 → 118 → 182 → 148 → 249 new funds/Q
New funds entering each quarter: 118 → 182 → 148 → 249. A growing number of institutions are discovering IWF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 13% 1-2yr ■ 20% new
Of 2,301 current holders: 1,558 (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.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
35 of 2291 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in IWF. 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: IWF

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

Market Analysis: IWF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWF

-- --

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

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

133 top-rated funds 104 high-conviction
Consensus
9.2
/ 10
breadth
×
Elite
7.5
/ 10
conviction
Hedge Fund Positioning: IWF
2026 Q1 Stats Unlock in 10 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2301 2169 6.09%
13F Shares 196M 190M 2.84%
Total Value $92.35B $88.39B 4.48%
New Positions 249 148 +101
Increased Positions 695 636 +59
Closed Positions 117 92 +25
Reduced Positions 827 826 +1
Total Calls 4 4 -
Total Puts 7 9 -22.22%
PUT/CALL Ratio 1.75 2.25 Bearish

Statistics: IWF

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

2K + investors

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

Top 25 institutional holders of IWF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LBJ Family Wealth Advisors, Ltd. 22.72% 94,354 $39K
2 LWM ADVISORS INC 19.14% 51,740 $22.1M
3 Bluesphere Advisors LLC 18.64% 122,946 $52.4M
4 NESTEGG ADVISORS, INC. 17.43% 46,553 $19.9M
5 71 West Capital Partners 16.50% 879,787 $375.1M
6 Cedar Mountain Advisors, LLC 16.07% 192,689 $82.2M
7 Sheridan Capital Management, LLC 16.02% 71,267 $30.4M
8 Cooksen Wealth, LLC 15.79% 50,991 $21.7M
9 BLODGETT WEALTH ADVISORS, LLC 14.19% 41,985 $17.9M
10 Paulson Wealth Management Inc. 14.13% 141,453 $60.3M
11 PROATHLETE WEALTH MANAGEMENT LLC 13.09% 110,460 $47.2M
12 1ST SOURCE BANK 12.45% 565,705 $241.2M
13 Corundum Group, Inc. 12.17% 85,429 $36.4M
14 Ball & Co Wealth Management Inc. 11.94% 33,455 $14K
15 VAUGHAN & Co SECURITIES, INC. 11.84% 53,483 $22.8M
16 SIGNATUREFD, LLC 11.76% 1,798,999 $767.1M
17 BCI SECURITIES, INC. 11.75% 2,797 $1.2M
18 Waterway Wealth Management, LLC 11.27% 176,594 $51.0M
19 MOR Wealth Management, LLC 10.45% 53,443 $22.8M
20 Clientfirst Wealth Management, LLC 10.17% 28,264 $12.1M
21 Sylvest Advisors, LLC 9.80% 43,223 $18.4M
22 E&G Advisors, LP 9.71% 102,464 $43.6M
23 WETZEL INVESTMENT ADVISORS, INC. 9.40% 55,455 $23.6M
24 Waldron Private Wealth LLC 9.34% 561,959 $239.6M
25 Boulder Wealth Advisors, LLC 9.32% 54,820 $23.4M
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 (IWF)

What does the Smart Money Trend signal show for IWF?

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

Slight buying edge — 50% buying: Last quarter: 938 funds bought or added vs 924 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 IWF holders?

Elite ownership — 58% AUM from top-100 funds: 35 of 2291 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in IWF. 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 IWF?

69% of holders stayed for 2+ years: 1,585 out of 2,291 hedge funds have held IWF 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.