Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (MXI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — MXI

Based on 107 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added MXI 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
107 hedge funds hold MXI 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.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+27% 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.
🟡

Slight buying edge — 52% buying

50 buying46 selling
Last quarter: 50 funds bought or added vs 46 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.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 13 → 20 → 18. 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+) ■ 22% medium ■ 21% new
60 out of 107 hedge funds have held MXI 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

3 → 8 → 13 → 20 → 18 new funds/Q
New funds entering each quarter: 8 → 13 → 20 → 18. 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.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 109 holders: 73 (67%) are 2+ year veterans, 13 entered 1–2 years ago, and 23 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
17 of 107 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Institutional Sentiment Summary — MXI

In 2026 Q2, 50 hedge funds were net buyers of MXI (18 opened a new position, 32 added to an existing one), while 46 reduced or exited (35 trimmed, 11 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in MXI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 107.

Hedge Fund Ownership: MXI

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

Market Analysis: MXI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MXI

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: MXI
107 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 107 100 7.0%
13F Shares 1M 1M 7.76%
Total Value $148M $134M 10.52%
New Positions 18 20 -2
Increased Positions 32 25 +7
Closed Positions 11 8 +3
Reduced Positions 35 23 +12
Total Calls 1 0 100%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: MXI

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Institutional Holders (2026 Q2)

107 + investors

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

QUARTER:
Top 25 MXI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Palladiem, LLC 3.83% 37,305 $3.9M
2 Pathway Financial Advisors LLC 2.34% 185,828 $20.0M
3 Wealth Advisors of Tampa Bay, LLC 0.87% 26,980 $2.9M
4 Climber Capital SA 0.40% 6,203 $655K
5 Solstein Capital, LLC 0.33% 9,133 $967K
6 Comprehensive Money Management Services LLC 0.24% 3,572 $378K
7 Verity Asset Management, Inc. 0.23% 5,761 $610K
8 Financial Management Professionals, Inc. 0.23% 22,615 $2.4M
9 Viawealth, LLC 0.20% 3,807 $403K
10 BFI Infinity Ltd. 0.15% 4,641 $491K
11 First Bancorp, Inc /ME/ 0.14% 3,450 $365K
12 PW Nova Financial Services LLC 0.11% 4,643 $491K
13 Sava Infond d.o.o. 0.09% 11,500 $1.2M
14 YANKCOM Partnership 0.06% 1,589 $168K
15 OVERSEA-CHINESE BANKING Corp Ltd 0.05% 21,935 $2.3M
16 Banco Santander, S.A. 0.03% 46,430 $4.9M
17 J. Safra Sarasin Holding AG 0.02% 14,252 $1.5M
18 UMB Bank, n.a. 0.02% 15,787 $1.7M
19 Pictet Asset Management Holding SA 0.02% 188,700 $19.9M
20 Gladstone Institutional Advisory LLC 0.01% 4,265 $451K
21 Patriot Investment Management Group, INC. 0.01% 2,300 $243K
22 Stratos Wealth Partners, LTD. 0.01% 12,219 $1.3M
23 Ameritas Advisory Services, LLC 0.01% 6,024 $638K
24 Advisors Preferred, LLC 0.01% 682 $74K
25 Founders Financial Alliance, LLC 0.01% 810 $86K
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 (MXI)

What does the Smart Money Trend signal show for MXI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added MXI 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 MXI?

Slight buying edge — 52% buying: Last quarter: 50 funds bought or added vs 46 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 MXI holders?

Strong quality — 31% AUM from major funds: 17 of 107 holders rank in the top 100 by AUM, accounting for 31% 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 MXI?

56% of holders stayed for 2+ years: 60 out of 107 hedge funds have held MXI 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.

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