Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IYH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +60
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — IYH

Based on 506 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IYH 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
506 hedge funds hold IYH 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 — +8% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

229 buying166 selling
Last quarter: 229 funds bought or added vs 166 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 (+54 vs last Q)

new funds entering per quarter
Funds opening a new IYH position: 39 → 33 → 36 → 90. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 17% new
330 out of 506 hedge funds have held IYH 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

45 → 39 → 33 → 36 → 90 new funds/Q
New funds entering each quarter: 39 → 33 → 36 → 90. 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 — 65% of holders stayed 2+ years

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Of 507 current holders: 331 (65%) 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 — 42% AUM from top-100 funds

42% from top-100 AUM funds
21 of 506 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IYH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: IYH

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

Market Analysis: IYH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IYH

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

45 top-rated funds 5 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: IYH
2026 Q1 Stats Unlock in 11 days 507 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 507 448 13.17%
13F Shares 27M 22M 21.97%
Total Value $1.76B $1.30B 35.07%
New Positions 90 36 +54
Increased Positions 142 121 +21
Closed Positions 30 34 -4
Reduced Positions 137 161 -24
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: IYH

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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)

507 + investors

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

Top 25 institutional holders of IYH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PINKERTON WEALTH, LLC 5.10% 861,189 $56.1M
2 CONSOLIDATED CAPITAL MANAGEMENT, LLC 3.08% 154,634 $9.5M
3 HC Advisors, LLC 2.98% 72,329 $4.5M
4 Audent Global Asset Management, LLC 2.89% 46,958 $2.9M
5 First Citizens Financial Corp 2.70% 92,880 $5.7M
6 FORTE ASSET MANAGEMENT LLC 1.78% 65,952 $4.1M
7 Sowa Financial Group, Inc. 1.75% 57,422 $3.5M
8 Quest 10 Wealth Builders, Inc. 1.74% 32,207 $2.0M
9 Gerald Baker Financial Group LLC 1.40% 60,737 $3.5M
10 Oakworth Capital, Inc. 1.36% 417,233 $25.7M
11 ARKANSAS FINANCIAL GROUP, INC. 1.14% 129,578 $8.1M
12 Mine & Arao Wealth Creation & Management, LLC. 1.12% 43,381 $2.7M
13 AUA CAPITAL MANAGEMENT, LLC 0.92% 29,207 $1.8M
14 Lakeshore Capital Group, Inc. 0.92% 18,191 $1.1M
15 CORRADO ADVISORS, LLC 0.83% 25,877 $1.6M
16 High Point Wealth Management, LLC 0.82% 13,808 $851K
17 Merkkuri Wealth Advisors LLC 0.75% 18,310 $1.1M
18 LOM Asset Management Ltd 0.74% 41,822 $2.6M
19 WIN ADVISORS, INC 0.71% 25,295 $1.6M
20 GFS Advisors, LLC 0.71% 21,325 $5.6M
21 KENNICOTT CAPITAL MANAGEMENT LLC 0.70% 20,910 $1.3M
22 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.64% 15,800 $974K
23 Asempa Wealth Advisors 0.60% 11,038 $686K
24 Climber Capital SA 0.59% 15,829 $901K
25 RPS ADVISORY SOLUTIONS LLC 0.58% 16,538 $1.0M
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 (IYH)

What does the Smart Money Trend signal show for IYH?

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

Slight buying edge — 58% buying: Last quarter: 229 funds bought or added vs 166 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 IYH holders?

Elite ownership — 42% AUM from top-100 funds: 21 of 506 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IYH. 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 IYH?

65% of holders stayed for 2+ years: 330 out of 506 hedge funds have held IYH 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.