Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IXP)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — IXP

Based on 118 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

At the ownership peak (95% of max)

95% of all-time peak
118 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

47 buying55 selling
Last quarter: 55 funds reduced or exited vs 47 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.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 21 → 16 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 23% medium 21% new
66 out of 118 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.
📊

Peak discovery — momentum slowing

19 → 23 → 21 → 16 → 11 new funds/Q
New funds entering each quarter: 23 → 21 → 16 → 11. IXP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 56% veterans vs 30% newcomers

56% veterans 13% 1-2yr 30% new
Entry-cohort mix of 119 holders: 67 (56%) are 2+ year veterans, 16 entered 1–2 years ago, and 36 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
22 of 117 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — IXP

In 2026 Q1, 47 hedge funds were net buyers of IXP (11 opened a new position, 36 added to an existing one), while 55 reduced or exited (38 trimmed, 17 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 45% of total institutional value in IXP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 118.

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

-- --

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

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

Signal Freshness measures how much IXP has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 46d ago
IXP
+3.4%
SPY
+4.0%

IXP outperformed SPY by -0.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
IXP
+0.0%
SPY
+0.0%

Since the filing became public, IXP outperformed SPY by +0.0% .

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.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: IXP
2026 Q2 Stats Unlock in 4 days 118 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 118 123 -4.07%
13F Shares 3M 4M -27.51%
Total Value $317M $475M -33.22%
New Positions 11 16 -5
Increased Positions 35 47 -12
Closed Positions 16 14 +2
Reduced Positions 38 31 +7
Total Calls 1 2 -50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: IXP

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Short % of Float --

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Institutional Holders (2026 Q2)

118 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 IXP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HC Advisors, LLC 1.85% 26,959 $3.0M
2 Corrado Advisors, LLC 1.68% 32,295 $3.6M
3 Fig Financial Advisory Services Inc /Adv 1.45% 22,080 $2.1M
4 PGIM Custom Harvest LLC 0.84% 597,331 $67.4M
5 Paragon Advisors, LLC 0.58% 24,466 $2.8M
6 Destination Wealth Management 0.20% 74,630 $8.4M
7 Meridian Investment Counsel INC. 0.16% 6,500 $734K
8 Rockland Trust Co 0.15% 33,946 $3.8M
9 Tiller Private Wealth, Inc. 0.11% 3,185 $359K
10 Slow Capital, Inc. 0.11% 8,092 $913K
11 Capital Square, LLC 0.10% 1,900 $224K
12 Cadent Capital Advisors, LLC 0.09% 4,062 $458K
13 One Charles Private Wealth Services, LLC 0.09% 3,402 $384K
14 Sightline Wealth Advisors, LLC 0.08% 2,008 $227K
15 PW Nova Financial Services LLC 0.05% 2,040 $230K
16 Banco Santander, S.A. 0.04% 58,684 $6.6M
17 Wbh Advisory Inc 0.03% 4,108 $464K
18 HSBC Holdings plc 0.03% 562,384 $63.5M
19 Cambria Investment Management, L.P. 0.02% 3,977 $449K
20 Front Row Advisors LLC 0.02% 648 $76K
21 Federation des caisses Desjardins du Quebec 0.02% 62,925 $7.1M
22 Bradley & Co. Private Wealth Management, LLC 0.02% 350 $39K
23 Transcend Capital Advisors, LLC 0.02% 2,443 $276K
24 Advisory Services Network, LLC 0.02% 13,250 $1.5M
25 Gladstone Institutional Advisory LLC 0.01% 3,883 $438K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IXP 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 IXP?

More sellers than buyers — 46% buying: Last quarter: 55 funds reduced or exited vs 47 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 IXP holders?

Elite ownership — 45% AUM from top-100 funds: 22 of 117 holders are among the 100 largest funds by AUM, controlling 45% 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?

56% of holders stayed for 2+ years: 66 out of 118 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.

Is it too late to buy Ishares Tr (IXP) following the 2026 Q2 hedge fund 13F filings?

As of today, IXP has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IXP has gained +3.4% vs +4.0% 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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