Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IXP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — IXP

Based on 119 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IXP 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
119 hedge funds hold IXP 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 — +31% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+31% 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 — 59% buying

62 buying43 selling
Last quarter: 62 funds bought or added vs 43 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.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 22 → 19 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 24% medium ■ 23% new
63 out of 119 hedge funds have held IXP 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.
➡️

Steady discovery — ~16 new funds/quarter

10 → 19 → 22 → 19 → 16 new funds/Q
New funds entering each quarter: 19 → 22 → 19 → 16. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 14% 1-2yr ■ 28% new
Of 121 current holders: 70 (58%) 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 — 49% AUM from top-100 funds

49% from top-100 AUM funds
18 of 119 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IXP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — IXP

In 2025 Q4, 62 hedge funds were net buyers of IXP (16 opened a new position, 46 added to an existing one), while 43 reduced or exited (31 trimmed, 12 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in IXP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 119.

Hedge Fund Ownership: IXP

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

Market Analysis: IXP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IXP

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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.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: IXP
2026 Q1 Stats Unlock in 8 days 121 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 121 115 5.22%
13F Shares 4M 4M -2.67%
Total Value $475M $552M -13.93%
New Positions 16 19 -3
Increased Positions 46 29 +17
Closed Positions 12 11 +1
Reduced Positions 32 34 -2
Total Calls 2 0 100%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: IXP

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

121 + investors

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

Top 25 institutional holders of IXP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HC Advisors, LLC 2.07% 26,962 $3.1M
2 CORRADO ADVISORS, LLC 1.91% 31,874 $3.7M
3 Paragon Advisors, LLC 0.70% 22,438 $2.6M
4 Cadent Capital Advisors, LLC 0.18% 6,049 $695K
5 MERIDIAN INVESTMENT COUNSEL INC. 0.18% 6,500 $747K
6 ROCKLAND TRUST CO 0.16% 34,091 $3.9M
7 Slow Capital, Inc. 0.15% 10,082 $1.2M
8 Tiller Private Wealth, Inc. 0.13% 3,155 $362K
9 Capital Square, LLC 0.11% 1,900 $233K
10 One Charles Private Wealth Services, LLC 0.10% 3,545 $407K
11 Sightline Wealth Advisors, LLC 0.10% 2,004 $230K
12 Banco Santander, S.A. 0.10% 104,386 $12.0M
13 Well Done, LLC 0.08% 4,841 $556K
14 PW Nova Financial Services LLC 0.08% 1,759 $213K
15 JOURNEY STRATEGIC WEALTH LLC 0.06% 22,038 $2.5M
16 Sowell Financial Services LLC 0.06% 13,232 $1.5M
17 U.S. Capital Wealth Advisors, LLC 0.05% 17,603 $2.0M
18 WBH ADVISORY INC 0.04% 4,106 $474K
19 HSBC HOLDINGS PLC 0.03% 470,595 $54.1M
20 Pictet Asset Management Holding SA 0.03% 230,310 $25.7M
21 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% 2,284 $262K
22 Moors & Cabot, Inc. 0.01% 2,132 $245K
23 Goodman Advisory Group, LLC 0.01% 344 $40K
24 Csenge Advisory Group 0.01% 1,756 $202K
25 Midwest Trust Co 0.01% 6,000 $689K
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 (IXP)

What does the Smart Money Trend signal show for IXP?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IXP 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 IXP?

Slight buying edge — 59% buying: Last quarter: 62 funds bought or added vs 43 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 IXP holders?

Elite ownership — 49% AUM from top-100 funds: 18 of 119 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IXP. 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 IXP?

53% of holders stayed for 2+ years: 63 out of 119 hedge funds have held IXP 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.