Ishares Tr (IWX) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Ishares Tr (IWX) following the 2026 Q2 hedge fund 13F filings?

As of today, IWX has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IWX gained +7.3% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ishares Tr (IWX)

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

Smart Money Signals — IWX

Based on 253 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added IWX 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

253 hedge funds hold IWX 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.

🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q

+44 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 51% buying

113 buying107 selling

Last quarter: 113 funds bought or added vs 107 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.

⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 29 → 23 → 50 → 37. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 32% medium ■ 26% new

108 out of 253 hedge funds have held IWX 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

54 → 29 → 23 → 50 → 37 new funds/Q

New funds entering each quarter: 29 → 23 → 50 → 37. 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.

🏛️

Veteran-anchored — 47% veterans vs 33% newcomers

■ 47% veterans ■ 20% 1-2yr ■ 33% new

Entry-cohort mix of 253 holders: 119 (47%) are 2+ year veterans, 50 entered 1–2 years ago, and 84 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

23 of 253 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	251	236	6.36%
13F Shares	40M	42M	-6.32%
Total Value	$3.66B	$4.30B	-14.79%
New Positions	36	50	-14
Increased Positions	76	87	-11
Closed Positions	21	17	+4
Reduced Positions	86	51	+35
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

251

236

6.36%

13F Shares

40M

42M

-6.32%

Total Value

$3.66B

$4.30B

-14.79%

New Positions

-14

Increased Positions

-11

Closed Positions

Reduced Positions

+35

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

251 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IWX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Montgomery Financial Services LLC	12.07%	132,081	$13.9M
2	First Citizens Asset Management, Inc.	11.55%	316,927	$18.3M
3	Richard P Slaughter Associates Inc	10.58%	513,314	$54.0M
4	Kingdom Financial Group LLC.	8.73%	324,849	$34.2M
5	Howard Bailey Securities, LLC	7.95%	201,456	$21.2M
6	First Citizens Bank & Trust Co	7.10%	4,514,061	$474.7M
7	LifeWealth Investments, LLC	7.03%	249,969	$26.3M
8	Key Capital Management, INC	6.97%	128,769	$13.5M
9	Wall Capital Group, Inc.	6.72%	78,088	$8.2M
10	Compton Wealth Advisory Group, LLC	5.12%	239,223	$25.3M
11	Legacy Advisory Services, LLC	4.70%	63,553	$6.7M
12	Gts Financial, LLC	4.62%	75,271	$6.3M
13	JSF Financial, LLC	3.98%	239,472	$25.2M
14	Matters Capital LLC	3.84%	52,223	$5.5M
15	Tiaa-Cref Individual & Institutional Services, LLC	3.57%	9,859,021	$1.04B
16	RTD Financial Advisors, Inc.	3.21%	279,877	$29.4M
17	Svb Wealth LLC	3.17%	477,994	$50.3M
18	FLP Wealth Management, LLC	2.66%	14,238	$1.5M
19	Envestnet Portfolio Solutions, Inc.	2.47%	4,907,301	$516.1M
20	Tiaa Trust, National Association	2.46%	394,910	$41.5M
21	Veridan Wealth LLC	2.30%	64,262	$6.8M
22	Quest 10 Wealth Builders, Inc.	2.01%	24,632	$2.6M
23	Horst & Graben Wealth Management LLC	1.87%	133,886	$14.2M
24	FWG Investments, LLC.	1.66%	29,840	$3.1M
25	Centennial Advisors, LLC	1.49%	11,883	$1.2M

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 (IWX)

What does the Smart Money Trend signal show for IWX?

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

Slight buying edge — 51% buying: Last quarter: 113 funds bought or added vs 107 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 IWX holders?

Smaller funds dominant — 13% AUM from top-100: 23 of 253 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IWX?

43% of holders stayed for 2+ years: 108 out of 253 hedge funds have held IWX 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.

Is it too late to buy Ishares Tr (IWX) following the 2026 Q2 hedge fund 13F filings?

As of today, IWX has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IWX has gained +7.3% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Ishares Tr (IWX)

Smart Money Signals — IWX

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +21% more funds vs a year ago

Slight buying edge — 51% buying

Fewer new buyers each quarter (-13 vs last Q)

43% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 47% veterans vs 33% newcomers

Smaller funds dominant — 13% AUM from top-100

Institutional Sentiment Summary — IWX

Hedge Fund Ownership: IWX

Market Analysis: IWX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IWX

Is It Too Late to Buy Ishares Tr (IWX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IWX

Statistics: IWX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IWX)

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