Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (MAXJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
36%

Smart Money Signals — MAXJ

Based on 46 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 5Q
For 1 consecutive quarter, more hedge funds reduced or closed their MAXJ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 1.5Y peak

92% of all-time peak
46 funds currently hold this stock — 92% of the 1.5-year high of 50 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+28% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🔴

Heavy selling pressure — only 36% buying

14 buying25 selling
Last quarter: 25 funds sold vs only 14 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 3 → 18 → 4. 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.
🔄

Mostly new holders — 43% entered in last year

■ 0% conviction (2yr+) ■ 57% medium ■ 43% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~4 new funds/quarter

6 → 5 → 3 → 18 → 4 new funds/Q
New funds entering each quarter: 5 → 3 → 18 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 54% new entrants

■ 0% veterans ■ 46% 1-2yr ■ 54% new
Of 46 current holders: 0 (0%) held 2+ years, 21 held 1–2 years, 25 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
3 of 46 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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.

Hedge Fund Ownership: MAXJ

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

Market Analysis: MAXJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MAXJ

-- --

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: MAXJ
2026 Q1 Stats Unlock in 10 days 46 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 46 50 -8.0%
13F Shares 3M 3M -8.75%
Total Value $87M $95M -8.25%
New Positions 4 18 -14
Increased Positions 10 8 +2
Closed Positions 8 3 +5
Reduced Positions 17 11 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MAXJ

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

46 + investors

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

Top 25 institutional holders of MAXJ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 J. L. Bainbridge & Co., Inc. 2.26% 902,170 $25.4M
2 Client First Capital LLC 1.10% 90,423 $2.5M
3 BIP Wealth, LLC 1.03% 900,592 $25.4M
4 FC Advisory LLC 0.53% 64,553 $1.8M
5 Blue Sky Capital Consultants Group, Inc. 0.26% 19,009 $535K
6 Balboa Wealth Partners 0.25% 53,797 $1.5M
7 NBZ Investment Advisors LLC 0.24% 19,321 $544K
8 CRA Financial Services, LLC 0.15% 40,336 $1.1M
9 Encompass More Asset Management 0.14% 30,177 $850K
10 BCGM Wealth Management, LLC 0.09% 13,045 $367K
11 Cypress Wealth Services, LLC 0.09% 21,997 $619K
12 Crewe Advisors LLC 0.09% 36,295 $1.0M
13 MIDDLETON & CO INC/MA 0.07% 23,067 $650K
14 Amplius Wealth Advisors, LLC 0.06% 26,252 $739K
15 ARS Wealth Advisors Group, LLC 0.02% 7,939 $224K
16 ARS Investment Partners, LLC 0.01% 9,960 $280K
17 Sigma Planning Corp 0.01% 8,928 $251K
18 OneDigital Investment Advisors LLC 0.01% 19,095 $538K
19 Kestra Advisory Services, LLC 0.00% 33,854 $953K
20 Geneos Wealth Management Inc. 0.00% 3,507 $99K
21 Physician Wealth Advisors, Inc. 0.00% 478 $13K
22 HighTower Advisors, LLC 0.00% 59,217 $1.7M
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 32,235 $908K
24 Farther Finance Advisors, LLC 0.00% 2,941 $83K
25 ENVESTNET ASSET MANAGEMENT INC 0.00% 18,832 $530K
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 (MAXJ)

What does the Smart Money Trend signal show for MAXJ?

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

Heavy selling pressure — only 36% buying: Last quarter: 25 funds sold vs only 14 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for MAXJ holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 46 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MAXJ?

Mostly new holders — 43% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.