Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IXC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — IXC

Based on 332 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IXC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
332 funds currently hold this stock — 76% of the 3.0-year high of 438 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🟠

More sellers than buyers — 47% buying

136 buying155 selling
Last quarter: 155 funds reduced or exited vs 136 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-38 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 37 → 49 → 80 → 42. 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.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 20% new
194 out of 332 hedge funds have held IXC 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

19 → 37 → 49 → 80 → 42 new funds/Q
New funds entering each quarter: 37 → 49 → 80 → 42. A growing number of institutions are discovering IXC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

■ 65% veterans ■ 14% 1-2yr ■ 22% new
Entry-cohort mix of 334 holders: 216 (65%) are 2+ year veterans, 46 entered 1–2 years ago, and 72 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
27 of 332 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in IXC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — IXC

In 2026 Q2, 136 hedge funds were net buyers of IXC (42 opened a new position, 94 added to an existing one), while 155 reduced or exited (105 trimmed, 50 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 52% of total institutional value in IXC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 332.

Hedge Fund Ownership: IXC

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

Market Analysis: IXC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IXC

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 2 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: IXC
332 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 332 340 -2.35%
13F Shares 20M 29M -30.09%
Total Value $945M $1.63B -42.14%
New Positions 42 80 -38
Increased Positions 94 84 +10
Closed Positions 50 32 +18
Reduced Positions 104 79 +25
Total Calls 2 2 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: IXC

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Financial Highlights

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Institutional Holders (2026 Q2)

332 + investors

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

QUARTER:
Top 25 IXC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Verger Capital Management LLC 8.21% 570,320 $28.0M
2 Mfa Wealth Advisors, LLC 2.55% 304,539 $15.0M
3 Advocate Investing Services LLC 2.39% 63,195 $3.1M
4 Northland Securities, INC. 2.24% 78,141 $3.8M
5 Versant Capital Management, Inc 2.19% 497,916 $24.5M
6 Financial Advisory Corp 1.47% 226,108 $11.1M
7 Client 1st Advisory Group, LLC 1.46% 114,299 $5.6M
8 Van Cleef Asset Management,Inc 1.35% 269,735 $13.3M
9 Rainier Family Wealth Inc 1.02% 36,312 $1.8M
10 Alpha Financial Partners LLC 0.99% 38,490 $1.9M
11 Strategic Wealth Investment Group, LLC 0.94% 157,645 $7.7M
12 Dara Capital US, INC. 0.75% 22,050 $1.1M
13 Factor Wealth Management LTD 0.70% 94,559 $4.6M
14 Snider Financial Group 0.66% 52,427 $2.6M
15 Climber Capital SA 0.65% 21,549 $1.1M
16 Evergreen Capital Management LLC 0.55% 639,408 $31.4M
17 Morningstar Investment Management LLC 0.55% 154,885 $8.9M
18 Partners Wealth Management, LLC 0.54% 11,167 $549K
19 ABLE Financial Group, LLC 0.52% 62,535 $3.1M
20 ProCore Advisors, LLC 0.44% 7,210 $354K
21 Ewing Morris & Co. Investment Partners Ltd. 0.39% 15,225 $748K
22 Sierra Summit Advisors LLC 0.39% 71,228 $3.5M
23 PSI Advisors, LLC 0.38% 33,666 $1.7M
24 Icon Advisers Inc/Co 0.34% 37,000 $1.8M
25 TPG Advisors LLC 0.32% 12,002 $590K
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 (IXC)

What does the Smart Money Trend signal show for IXC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IXC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IXC?

More sellers than buyers — 47% buying: Last quarter: 155 funds reduced or exited vs 136 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IXC holders?

Elite ownership — 52% AUM from top-100 funds: 27 of 332 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in IXC. 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 IXC?

58% of holders stayed for 2+ years: 194 out of 332 hedge funds have held IXC 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.

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