Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IWX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +31
Streak
2Q ▲
Buyers last Q
66%

Smart Money Signals — IWX

Based on 218 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 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
218 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 — +36% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+36% 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.
🟢

More buyers than sellers — 66% buying

125 buying63 selling
Last quarter: 125 funds were net buyers (46 opened a brand new position + 79 added to an existing one). Only 63 were sellers (48 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter
Funds opening a new IWX position: 52 → 26 → 20 → 46. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 27% medium ■ 27% new
100 out of 218 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.
💰

Value +42% but shares only +23% — price-driven

Value
+42%
Shares
+23%
Last quarter: the total dollar value of institutional holdings rose +42%, but actual share count only changed +23%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

26 → 52 → 26 → 20 → 46 new funds/Q
New funds entering each quarter: 52 → 26 → 20 → 46. IWX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 16% 1-2yr ■ 33% new
Of 218 current holders: 111 (51%) 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.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
18 of 218 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — IWX

In 2025 Q4, 125 hedge funds were net buyers of IWX (46 opened a new position, 79 added to an existing one), while 63 reduced or exited (48 trimmed, 15 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +31 funds (more new holders than closures). Total institutional holders: 218.

Hedge Fund Ownership: IWX

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

Market Analysis: IWX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWX

-- --

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.

21 top-rated funds 5 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: IWX
2026 Q1 Stats Unlock in 8 days 218 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 218 187 16.58%
13F Shares 42M 34M 23.08%
Total Value $4.25B $2.99B 42.37%
New Positions 46 20 +26
Increased Positions 79 56 +23
Closed Positions 15 16 -1
Reduced Positions 48 63 -15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IWX

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Financial Highlights

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Institutional Holders (2026 Q1)

218 + investors

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

Top 25 institutional holders of IWX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Citizens Asset Management, Inc. 16.88% 513,728 $47.6M
2 Richard P Slaughter Associates Inc 9.79% 488,545 $45.3M
3 HOWARD BAILEY SECURITIES, LLC 7.27% 190,684 $17.7M
4 LifeWealth Investments, LLC 6.32% 228,555 $21.2M
5 Key Capital Management, INC 5.65% 92,249 $8.5M
6 Compton Wealth Advisory Group, LLC 5.09% 245,302 $22.8M
7 JSF Financial, LLC 5.08% 279,803 $25.9M
8 Envestnet Portfolio Solutions, Inc. 3.23% 6,295,603 $583.4M
9 RTD Financial Advisors, Inc. 3.07% 269,988 $25.0M
10 SVB WEALTH LLC 2.81% 459,948 $42.6M
11 FLP Wealth Management, LLC 2.23% 10,101 $1.1M
12 Quest 10 Wealth Builders, Inc. 1.79% 22,072 $2.0M
13 Horst & Graben Wealth Management LLC 1.77% 131,180 $12.9M
14 FWG Investments, LLC. 1.73% 29,429 $2.7M
15 GRANVILLE CAPITAL, INC. 1.49% 30,778 $2.9M
16 Centennial Advisors, LLC 1.38% 11,735 $1.1M
17 Centerpoint Advisory Group 1.31% 18,731 $1.7M
18 Wilmington Savings Fund Society, FSB 1.11% 504,648 $46.8M
19 Bryn Mawr Trust Advisors, LLC 1.09% 242,458 $22.5M
20 Alpha Zero LLC 0.70% 13,925 $1.3M
21 Index Technologies Group LLC 0.69% 6,868 $636K
22 Simplicity Wealth,LLC 0.57% 108,334 $10.0M
23 B.O.S.S. Retirement Advisors, LLC 0.54% 19,054 $1.8M
24 Decker Retirement Planning Inc. 0.53% 12,636 $1.2M
25 Arcadia Wealth Management, LLC 0.47% 13,984 $1.3M
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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 66% buying: Last quarter: 125 funds were net buyers (46 opened a brand new position + 79 added to an existing one). Only 63 were sellers (48 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IWX holders?

Smaller funds dominant — 13% AUM from top-100: 18 of 218 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?

46% of holders stayed for 2+ years: 100 out of 218 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.

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.