Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (RXI)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — RXI

Based on 73 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RXI 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
73 hedge funds hold RXI 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding RXI is almost the same as a year ago (+2 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

32 buying24 selling
Last quarter: 32 funds bought or added vs 24 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 (+7 vs last Q)

new funds entering per quarter
Funds opening a new RXI position: 3 → 6 → 5 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 18% medium 12% new
51 out of 73 hedge funds have held RXI 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

9 → 3 → 6 → 5 → 12 new funds/Q
New funds entering each quarter: 3 → 6 → 5 → 12. A growing number of institutions are discovering RXI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 16% 1-2yr 16% new
Of 73 current holders: 49 (67%) 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 — 27% AUM from major funds

27% from top-100 AUM funds
16 of 73 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — RXI

In 2026 Q1, 32 hedge funds were net buyers of RXI (12 opened a new position, 20 added to an existing one), while 24 reduced or exited (18 trimmed, 6 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 27% of total institutional value in RXI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 73.

Hedge Fund Ownership: RXI

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

Market Analysis: RXI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RXI

-- --

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

Is It Too Late to Buy ISHARES TR (RXI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RXI 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 · 57d ago
RXI
+10.9%
SPY
+15.4%

RXI outperformed SPY by -4.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 12d ago
RXI
+1.5%
SPY
+1.5%

Since the filing became public, RXI outperformed SPY by +0.0% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: RXI
73 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 73 67 8.96%
13F Shares 741K 706K 4.85%
Total Value $135M $145M -7.0%
New Positions 12 5 +7
Increased Positions 20 25 -5
Closed Positions 6 8 -2
Reduced Positions 18 26 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RXI

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Institutional Holders (2026 Q1)

73 + investors

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

QUARTER:
Top 25 institutional holders of RXI — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DECISION INVESTMENTS, INC 0.52% 2,472 $461K
2 One Charles Private Wealth Services, LLC 0.22% 4,672 $871K
3 Slow Capital, Inc. 0.20% 8,425 $1.6M
4 PGIM Custom Harvest LLC 0.15% 52,156 $9.7M
5 Newport Capital Group, LLC 0.13% 1,120 $209K
6 CONTINUUM WEALTH ADVISORS, LLC 0.11% 1,470 $274K
7 Banco Santander, S.A. 0.09% 61,306 $11.4M
8 Frank, Rimerman Advisors LLC 0.08% 6,143 $1.1M
9 Front Row Advisors LLC 0.05% 859 $160K
10 Gladstone Institutional Advisory LLC 0.05% 6,824 $1.3M
11 CX Institutional 0.04% 6,520 $1K
12 Strengthening Families & Communities, LLC 0.03% 554 $103K
13 JTC Employer Solutions Trustee Ltd 0.02% 1,511
14 HighTower Advisors, LLC 0.02% 96,227 $17.9M
15 U.S. Capital Wealth Advisors, LLC 0.02% 3,855 $719K
16 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% 4,343 $810K
17 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.02% 1,304 $243K
18 Federation des caisses Desjardins du Quebec 0.02% 22,714 $4.2M
19 ROCKLAND TRUST CO 0.01% 1,766 $329K
20 Register Financial Advisors LLC 0.01% 118 $22K
21 WHITTIER TRUST CO OF NEVADA INC 0.01% 1,500 $281K
22 Forum Finance Group S.A. 0.01% 70
23 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% 443 $83K
24 SCOTIA CAPITAL INC. 0.00% 5,349 $997K
25 Integrated Wealth Concepts LLC 0.00% 1,955 $365K
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 (RXI)

What does the Smart Money Trend signal show for RXI?

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

Slight buying edge — 57% buying: Last quarter: 32 funds bought or added vs 24 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 RXI holders?

Strong quality — 27% AUM from major funds: 16 of 73 holders rank in the top 100 by AUM, accounting for 27% 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 RXI?

70% of holders stayed for 2+ years: 51 out of 73 hedge funds have held RXI 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 (RXI) following the 2026 Q1 hedge fund 13F filings?

As of today, RXI has moved +1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), RXI has gained +10.9% vs +15.4% 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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