Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IWM)

3K + Investors. Track Smart Money conviction in IWM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +132
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — IWM

Based on 2452 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 IWM 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
2,452 hedge funds hold IWM 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 — +4% more funds vs a year ago

fund count last 6Q
+89 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

1212 buying1091 selling
Last quarter: 1,212 funds bought or added vs 1,091 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 (+79 vs last Q)

new funds entering per quarter
Funds opening a new IWM position: 174 → 215 → 239 → 318. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 18% medium ■ 12% new
1,716 out of 2,452 hedge funds have held IWM 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.
💎

Buying through price weakness — shares -20%, value -74%

Value
-74%
Shares
-20%
Last quarter: funds added -20% more shares while total portfolio value only changed -74%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

325 → 174 → 215 → 239 → 318 new funds/Q
New funds entering each quarter: 174 → 215 → 239 → 318. A growing number of institutions are discovering IWM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 11% 1-2yr ■ 18% new
Of 2,594 current holders: 1,838 (71%) 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
37 of 2452 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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: IWM

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

Market Analysis: IWM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWM

-- --

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.

152 top-rated funds 78 high-conviction
Consensus
9.5
/ 10
breadth
×
Elite
6.5
/ 10
conviction
Hedge Fund Positioning: IWM
2026 Q1 Stats Unlock in 12 days 3K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2594 2476 4.77%
13F Shares 773M 968M -20.19%
Total Value $191.03B $748.57B -74.48%
New Positions 331 249 +82
Increased Positions 1038 988 +50
Closed Positions 196 189 +7
Reduced Positions 1096 1139 -43
Total Calls 89 98 -9.18%
Total Puts 132 147 -10.2%
PUT/CALL Ratio 1.48 1.5 Bearish

Statistics: IWM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

3K + investors

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

Top 25 institutional holders of IWM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 USA FINANCIAL FORMULAS 20.38% 435,956 $108.1M
2 AIGH Capital Management LLC 20.29% 600,000 $148.8M
3 Appian Way Asset Management LP 14.31% 330,000 $79.8M
4 Brewster Financial Planning LLC 12.24% 81,627 $20.2M
5 Guardian Wealth Advisors, LLC 10.85% 76,111 $18.9M
6 William Howard & Co Financial Advisors Inc 10.30% 48,073 $11.9M
7 Finley Financial, LLC 10.25% 88,257 $21.9M
8 Baron Financial Group, LLC 9.79% 73,195 $18.2M
9 Vavra Capital Management, LLC 9.37% 38,881 $9.6M
10 MIRAE ASSET SECURITIES (USA) INC. 9.25% 1,015,994 $252.0M
11 LCM Capital Management Inc 8.73% 70,174 $17.4M
12 OFS Enterprise LLC 8.68% 119,078 $29.5M
13 Millburn Ridgefield LLC /DE/ 8.56% 1,603,667 $397.7M
14 Hillcrest Wealth Advisors - NY, LLC 8.35% 83,132 $20.6M
15 Sollinda Capital Management LLC 7.75% 128,628 $31.9M
16 Parkside Investments, LLC 7.68% 255,018 $63.2M
17 ANB BANK 7.60% 75,731 $18.8M
18 Kiker Wealth Management, LLC 7.45% 62,925 $15.6M
19 BW Gestao de Investimentos Ltda. 7.42% 900,000 $223.2M
20 Catalyst Capital Advisors LLC 7.41% 1,603,667 $397.7M
21 AIA Group Ltd 6.72% 1,864,118 $462.3M
22 Macco Financial Group, Inc. 6.28% 33,455 $8.3M
23 Latigo Investments, LLC 6.24% 50,522 $12.5M
24 BREAKTHRU ADVISORY SERVICES, LLC 6.22% 15,642 $3.9M
25 Platt Investment Counsel, LLC 6.22% 32,567 $8.1M
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 (IWM)

What does the Smart Money Trend signal show for IWM?

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

Slight buying edge — 53% buying: Last quarter: 1,212 funds bought or added vs 1,091 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 IWM holders?

Strong quality — 31% AUM from major funds: 37 of 2452 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 IWM?

70% of holders stayed for 2+ years: 1,716 out of 2,452 hedge funds have held IWM 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.