Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IYF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — IYF

Based on 467 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 IYF 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
467 hedge funds hold IYF 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 — +13% more funds vs a year ago

fund count last 6Q
+52 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

189 buying207 selling
Last quarter: 207 funds reduced or exited vs 189 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 (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 70 → 39 → 68 → 54. 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.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 17% new
284 out of 467 hedge funds have held IYF 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

51 → 70 → 39 → 68 → 54 new funds/Q
New funds entering each quarter: 70 → 39 → 68 → 54. A growing number of institutions are discovering IYF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 24% new
Entry-cohort mix of 469 holders: 292 (62%) are 2+ year veterans, 63 entered 1–2 years ago, and 114 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
29 of 466 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in IYF. 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 — IYF

In 2026 Q1, 189 hedge funds were net buyers of IYF (54 opened a new position, 135 added to an existing one), while 207 reduced or exited (156 trimmed, 51 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 53% of total institutional value in IYF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 467.

Hedge Fund Ownership: IYF

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

Market Analysis: IYF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IYF

-- --

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

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

Signal Freshness measures how much IYF 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 · 84d ago
IYF
+9.3%
SPY
+14.9%

IYF outperformed SPY by -5.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
IYF
+5.3%
SPY
+1.1%

Since the filing became public, IYF outperformed SPY by +4.2% .

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.

23 top-rated funds 3 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: IYF
465 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 465 464 0.22%
13F Shares 17M 26M -35.14%
Total Value $1.96B $3.00B -34.84%
New Positions 53 68 -15
Increased Positions 134 150 -16
Closed Positions 52 52 -
Reduced Positions 155 126 +29
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: IYF

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Institutional Holders (2026 Q1)

465 + investors

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

QUARTER:
Top 25 IYF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Safe Harbor Fiduciary, LLC 3.10% 27,682 $3.3M
2 First Citizens Financial Corp 3.02% 54,329 $6.4M
3 HC Advisors, LLC 2.88% 36,542 $4.3M
4 Somerset Group LLC 2.35% 25,237 $3.2M
5 Finley Financial, LLC 2.23% 40,426 $4.8M
6 Prasad Wealth Partners, LLC 2.19% 68,233 $8.0M
7 Magnus Financial Group LLC 1.97% 206,631 $24.3M
8 PGIM Custom Harvest LLC 1.96% 1,069,475 $125.8M
9 Phoenix Financial Ltd. 1.33% 1,196,572 $140.8M
10 XML Financial, LLC 1.08% 113,726 $13.4M
11 Kennicott Capital Management LLC 1.06% 16,428 $1.9M
12 Nvest Financial, LLC 1.01% 23,029 $2.7M
13 Financial Freedom, LLC 0.97% 16,591 $2.0M
14 Aft, Forsyth & Company, INC. 0.90% 16,338 $1.9M
15 Nova Wealth Management, Inc. 0.87% 11,322 $1.3M
16 Tepp RIA, LLC 0.86% 9,288 $1.1M
17 Patten & Patten Inc/Tn 0.83% 116,943 $13.8M
18 Wealthstar Advisors, LLC 0.82% 14,928 $1.8M
19 KKM Financial LLC 0.74% 32,159 $4.1M
20 Colony Family Offices, LLC 0.72% 24,982 $2.9M
21 WealthCare Investment Partners, LLC 0.72% 22,191 $2.6M
22 Navis Wealth Advisors, LLC 0.69% 11,485 $1.4M
23 Stillwater Capital Advisors, LLC 0.67% 50,063 $5.9M
24 Pettyjohn, Wood & White, Inc 0.62% 33,180 $3.9M
25 HFG Advisors, Inc. 0.58% 6,981 $821K
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 (IYF)

What does the Smart Money Trend signal show for IYF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IYF 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 IYF?

More sellers than buyers — 48% buying: Last quarter: 207 funds reduced or exited vs 189 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 IYF holders?

Elite ownership — 53% AUM from top-100 funds: 29 of 466 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in IYF. 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 IYF?

61% of holders stayed for 2+ years: 284 out of 467 hedge funds have held IYF 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 (IYF) following the 2026 Q1 hedge fund 13F filings?

As of today, IYF has moved +5.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +4.2%. Since the quarter end (March 31, 2026), IYF has gained +9.3% 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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