ISHARES TR (IYZ): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (IYZ)

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

Smart Money Signals — IYZ

Based on 155 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added IYZ 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

155 hedge funds hold IYZ 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 — +10% more funds vs a year ago

fund count last 6Q

+14 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

88 buying64 selling

Last quarter: 88 funds bought or added vs 64 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 (+15 vs last Q)

new funds entering per quarter

Funds opening a new IYZ position: 22 → 35 → 21 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 26% medium ■ 30% new

69 out of 155 hedge funds have held IYZ 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 — ~36 new funds/quarter

55 → 22 → 35 → 21 → 36 new funds/Q

New funds entering each quarter: 22 → 35 → 21 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 5% 1-2yr ■ 37% new

Of 157 current holders: 91 (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.

✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds

15 of 155 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	157	140	12.14%
13F Shares	17M	17M	-4.24%
Total Value	$565M	$560M	0.91%
New Positions	36	22	+14
Increased Positions	52	54	-2
Closed Positions	20	21	-1
Reduced Positions	47	40	+7
Total Calls	2	1	100.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

157

140

12.14%

13F Shares

17M

-4.24%

Total Value

$565M

$560M

0.91%

New Positions

+14

Increased Positions

-2

Closed Positions

-1

Reduced Positions

Total Calls

100.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

157 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of IYZ — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	WealthCare Asset Management, LLC	10.25%	244,862	$9.6M
2	Summit Financial Consulting LLC	6.26%	222,519	$8.7M
3	PINKERTON WEALTH, LLC	5.39%	1,748,579	$59.3M
4	ADVISORTRUST PARTNERS, LLC	5.12%	313,377	$12.3M
5	RPS ADVISORY SOLUTIONS LLC	5.06%	227,052	$8.9M
6	Wagner Wealth Management, Corp	1.92%	54,379	$2.1M
7	Three Seasons Wealth, LLC	1.92%	127,642	$5.0M
8	Cadent Capital Advisors, LLC	1.38%	135,887	$5.3M
9	Lakeshore Capital Group, Inc.	0.98%	30,603	$1.2M
10	APS Management Group, Inc.	0.70%	20,730	$815K
11	LEE JOHNSON CAPITAL MANAGEMENT, LLC	0.59%	41,968	$1.7M
12	MWA Asset Management	0.59%	2,050	$1.1M
13	WESPAC Advisors, LLC	0.56%	26,109	$1.0M
14	ALTFEST L J & CO INC	0.55%	130,765	$5.1M
15	HARMONY ASSET MANAGEMENT LLC	0.29%	24,442	$961K
16	Financial Management Professionals, Inc.	0.25%	57,424	$2.3M
17	Williams & Novak, LLC	0.25%	8,365	$330K
18	Vigil Wealth Management, LLC	0.24%	7,668	$302K
19	Lifestyle Asset Management, Inc.	0.23%	18,113	$712K
20	Kesler, Norman & Wride, LLC	0.19%	28,057	$1.1M
21	Genesee Capital Advisors, LLC	0.14%	8,371	$329K
22	Astoria Portfolio Advisors LLC.	0.13%	15,142	$627K
23	Buck Wealth Strategies, LLC	0.12%	24,720	$972K
24	NBT BANK N A /NY	0.10%	37,367	$1.5M
25	Mezzasalma Advisors, LLC	0.09%	8,538	$336K

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 (IYZ)

What does the Smart Money Trend signal show for IYZ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IYZ 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 IYZ?

Slight buying edge — 58% buying: Last quarter: 88 funds bought or added vs 64 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 IYZ holders?

Strong quality — 34% AUM from major funds: 15 of 155 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IYZ?

45% of holders stayed for 2+ years: 69 out of 155 hedge funds have held IYZ 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.

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ISHARES TR (IYZ)

Smart Money Signals — IYZ

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +10% more funds vs a year ago

Slight buying edge — 58% buying

More new buyers each quarter (+15 vs last Q)

45% of holders stayed for 2+ years

Steady discovery — ~36 new funds/quarter

Deep conviction — 58% of holders stayed 2+ years

Strong quality — 34% AUM from major funds

Hedge Fund Ownership: IYZ

Market Analysis: IYZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IYZ

Hedge Fund Positioning: IYZ

Statistics: IYZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (IYZ)

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