Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IXC)

272 + 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
52%

Smart Money Signals — IXC

Based on 271 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IXC 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.
🔻

Below peak — only 64% of 3.0Y high

64% of all-time peak
Only 271 funds hold IXC today versus a peak of 424 funds at 2024 Q1 — just 64% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 20% fewer funds vs a year ago

fund count last 6Q
66 fewer hedge funds hold IXC compared to a year ago (-20% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 52% buying

125 buying117 selling
Last quarter: 125 funds bought or added vs 117 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 (+7 vs last Q)

new funds entering per quarter
Funds opening a new IXC position: 36 → 16 → 37 → 44. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
173 out of 271 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.
🚀

Acceleration phase — new buyers rushing in

51 → 36 → 16 → 37 → 44 new funds/Q
New funds entering each quarter: 36 → 16 → 37 → 44. 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.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 14% 1-2yr ■ 24% new
Of 272 current holders: 170 (62%) 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 — 72% AUM from top-100 funds

72% from top-100 AUM funds
17 of 271 holders are among the 100 largest funds by AUM, controlling 72% 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.
1.7
out of 10
Low Exit Risk
Exit risk score 1.7/10 — 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: 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

-- --

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.

27 top-rated funds 1 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: IXC
2026 Q1 Stats Unlock in 11 days 272 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 272 263 3.42%
13F Shares 28M 26M 7.68%
Total Value $1.26B $1.07B 18.49%
New Positions 44 37 +7
Increased Positions 81 57 +24
Closed Positions 36 38 -2
Reduced Positions 81 91 -10
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IXC

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Valuation Measures Data as of: --

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Enterprise Value --
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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) --
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Institutional Holders (2026 Q1)

272 + investors

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

Top 25 institutional holders of IXC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NORTHLAND SECURITIES, INC. 3.96% 72,129 $4.2M
2 MFA WEALTH ADVISORS, LLC 3.59% 316,532 $18.2M
3 Advocate Investing Services LLC 3.08% 63,178 $3.6M
4 Versant Capital Management, Inc 2.76% 486,453 $28.0M
5 CLIENT 1ST ADVISORY GROUP, LLC 1.87% 106,827 $6.2M
6 Financial Advisory Corp 1.78% 222,454 $12.8M
7 Van Cleef Asset Management,Inc 1.75% 282,705 $16.3M
8 Ayalon Insurance Comp Ltd. 1.26% 107,474 $6K
9 RAINIER FAMILY WEALTH INC 1.24% 32,100 $1.8M
10 DARA CAPITAL US, INC. 1.20% 22,050 $1.3M
11 Climber Capital SA 0.91% 24,248 $1.4M
12 Factor Wealth Management LTD 0.80% 74,287 $4.3M
13 PARTNERS WEALTH MANAGEMENT, LLC 0.67% 11,227 $647K
14 ABLE Financial Group, LLC 0.64% 56,932 $3.3M
15 SIERRA SUMMIT ADVISORS LLC 0.59% 70,360 $4.1M
16 BCO Wealth Management LLC 0.48% 13,799 $795K
17 Hyposwiss Advisors SA 0.46% 8,094 $466K
18 ProCore Advisors, LLC 0.44% 4,924 $284K
19 Vantage Point Financial LLC 0.38% 18,828 $1.1M
20 TPG Advisors LLC 0.38% 10,596 $610K
21 Lynx Investment Advisory 0.34% 12,249 $706K
22 WATERSHED PRIVATE WEALTH LLC 0.30% 16,934 $976K
23 SENTINEL TRUST CO LBA 0.30% 52,300 $3K
24 Verity Asset Management, Inc. 0.27% 11,378 $655K
25 GenTrust, LLC 0.26% 106,085 $6.1M
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 (IXC)

What does the Smart Money Trend signal show for IXC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IXC 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 IXC?

Slight buying edge — 52% buying: Last quarter: 125 funds bought or added vs 117 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 IXC holders?

Elite ownership — 72% AUM from top-100 funds: 17 of 271 holders are among the 100 largest funds by AUM, controlling 72% 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?

64% of holders stayed for 2+ years: 173 out of 271 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.