Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IXC)

339 + 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
↑ +49
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — IXC

Based on 340 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
📊

High ownership — 78% of 3.0Y peak

78% of all-time peak
340 funds currently hold this stock — 78% of the 3.0-year high of 437 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+6% 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 3 quarters from the low — a sharp move.
🟢

More buyers than sellers — 60% buying

165 buying111 selling
Last quarter: 165 funds were net buyers (80 opened a brand new position + 85 added to an existing one). Only 111 were sellers (80 trimmed + 31 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter
Funds opening a new IXC position: 18 → 37 → 49 → 80. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 19% medium ■ 23% new
197 out of 340 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.
💰

Value +28% but shares only +3% — price-driven

Value
+27%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +28%, but actual share count only changed +3%. 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.
🚀

Acceleration phase — new buyers rushing in

40 → 18 → 37 → 49 → 80 new funds/Q
New funds entering each quarter: 18 → 37 → 49 → 80. 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 — 63% veterans vs 24% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 24% new
Entry-cohort mix of 343 holders: 216 (63%) are 2+ year veterans, 45 entered 1–2 years ago, and 82 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
30 of 340 holders are among the 100 largest funds by AUM, controlling 69% 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.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 Q1, 165 hedge funds were net buyers of IXC (80 opened a new position, 85 added to an existing one), while 111 reduced or exited (80 trimmed, 31 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 69% of total institutional value in IXC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +49 funds (more new holders than closures). Total institutional holders: 340.

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.

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

Signal Freshness measures how much IXC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
IXC
-12.3%
SPY
+14.9%

IXC outperformed SPY by -27.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
IXC
-8.7%
SPY
+1.1%

Since the filing became public, IXC outperformed SPY by -9.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 4 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: IXC
339 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 339 291 16.49%
13F Shares 29M 28M 2.65%
Total Value $1.63B $1.28B 27.55%
New Positions 80 49 +31
Increased Positions 83 82 +1
Closed Positions 32 37 -5
Reduced Positions 79 90 -11
Total Calls 2 1 100.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: IXC

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

339 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Verger Capital Management LLC 9.59% 564,910 $32.5M
2 Northland Securities, INC. 3.96% 72,129 $4.2M
3 Mfa Wealth Advisors, LLC 3.59% 316,532 $18.2M
4 Advocate Investing Services LLC 3.08% 63,178 $3.6M
5 Versant Capital Management, Inc 2.76% 486,453 $28.0M
6 Client 1st Advisory Group, LLC 1.87% 106,827 $6.2M
7 Financial Advisory Corp 1.78% 222,454 $12.8M
8 Van Cleef Asset Management,Inc 1.75% 282,705 $16.3M
9 Strategic Wealth Investment Group, LLC 1.31% 179,561 $10.3M
10 Alpha Financial Partners LLC 1.28% 37,418 $2.2M
11 Rainier Family Wealth Inc 1.24% 32,100 $1.8M
12 Dara Capital US, INC. 1.20% 22,050 $1.3M
13 Climber Capital SA 0.91% 24,248 $1.4M
14 Factor Wealth Management LTD 0.80% 74,287 $4.3M
15 Evergreen Capital Management LLC 0.80% 639,418 $36.8M
16 Partners Wealth Management, LLC 0.67% 11,227 $647K
17 Cambria Investment Management, L.P. 0.65% 202,515 $11.7M
18 ABLE Financial Group, LLC 0.64% 56,932 $3.3M
19 Sierra Summit Advisors LLC 0.59% 70,360 $4.1M
20 Morningstar Investment Management LLC 0.55% 154,885 $8.9M
21 BCO Wealth Management LLC 0.48% 13,799 $795K
22 PSI Advisors, LLC 0.46% 33,435 $1.9M
23 Hyposwiss Advisors SA 0.46% 8,094 $466K
24 ProCore Advisors, LLC 0.44% 4,924 $284K
25 Ameraudi Asset Management, Inc. 0.41% 12,995 $749K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 60% buying: Last quarter: 165 funds were net buyers (80 opened a brand new position + 85 added to an existing one). Only 111 were sellers (80 trimmed + 31 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IXC holders?

Elite ownership — 69% AUM from top-100 funds: 30 of 340 holders are among the 100 largest funds by AUM, controlling 69% 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: 197 out of 340 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.

Is it too late to buy Ishares Tr (IXC) following the 2026 Q1 hedge fund 13F filings?

As of today, IXC has moved -8.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -9.8%. Since the quarter end (March 31, 2026), IXC has gained -12.3% vs +14.9% 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.

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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