Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (XT)

283 + Investors. Track Smart Money conviction in XT. 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
↑ +14
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — XT

Based on 283 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XT 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
283 hedge funds hold XT 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
+25 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.
🟠

More sellers than buyers — 48% buying

112 buying120 selling
Last quarter: 120 funds reduced or exited vs 112 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new XT position: 34 → 39 → 29 → 43. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 21% medium 20% new
168 out of 283 hedge funds have held XT 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.
💰

Price up while funds trimmed (+11% value, -8% shares)

Value
+11%
Shares
-8%
Last quarter: total value of institutional XT holdings rose +11% even though funds reduced share count by 8%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~43 new funds/quarter

38 → 34 → 39 → 29 → 43 new funds/Q
New funds entering each quarter: 34 → 39 → 29 → 43. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 28% newcomers

59% veterans 13% 1-2yr 28% new
Entry-cohort mix of 283 holders: 167 (59%) are 2+ year veterans, 38 entered 1–2 years ago, and 78 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
25 of 283 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — XT

In 2026 Q2, 112 hedge funds were net buyers of XT (43 opened a new position, 69 added to an existing one), while 120 reduced or exited (91 trimmed, 29 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 283.

Hedge Fund Ownership: XT

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

Market Analysis: XT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XT

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: XT
283 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 283 269 5.2%
13F Shares 37M 40M -7.97%
Total Value $3.04B $2.73B 11.45%
New Positions 43 29 +14
Increased Positions 69 63 +6
Closed Positions 29 35 -6
Reduced Positions 91 85 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XT

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Institutional Holders (2026 Q2)

283 + investors

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

QUARTER:
Top 25 XT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Financial Engines Advisors L.L.C. 4.32% 29,474,371 $2.44B
2 Barrett & Company, INC. 2.38% 102,727 $8.5M
3 New England Private Wealth Advisors LLC 1.65% 216,534 $17.1M
4 Opus Financial Solutions LLC 1.56% 23,401 $1.9M
5 Wealthcare Capital Partners, LLC 0.99% 29,056 $2.4M
6 Atlas Private Wealth Advisors 0.93% 51,659 $4.3M
7 Clearwater Capital Advisors, LLC 0.74% 121,987 $10.1M
8 CFS Investment Advisory Services, LLC 0.60% 109,236 $9.0M
9 Private Advisory Group LLC 0.60% 134,343 $11.1M
10 Mission Financial Group, LLC 0.57% 8,363 $691K
11 Wharton Business Group, LLC 0.56% 202,875 $16.8M
12 Cannon Advisors, Inc. 0.49% 9,761 $797K
13 Stratos Investment Management, LLC 0.46% 155,271 $12.8M
14 Baron Silver Stevens Financial Advisors, LLC 0.42% 40,158 $3.3M
15 Wealthcare Advisory Partners LLC 0.41% 264,664 $21.9M
16 Clay Northam Wealth Management, LLC 0.40% 9,914 $819K
17 Comprehensive Money Management Services LLC 0.39% 7,528 $622K
18 Interactive Financial Advisors, INC. 0.38% 7,518 $621K
19 Madrid Wealth Management, LLC 0.32% 5,848 $483K
20 Sweeney & Michel, LLC 0.32% 14,544 $1.2M
21 Family Office Research LLC 0.31% 9,913 $819K
22 VERITY Wealth Advisors 0.29% 5,786 $478K
23 Gwn Securities INC. 0.27% 19,194 $1.6M
24 BostonPremier Wealth LLC 0.25% 7,065 $584K
25 Christensen, King & Associates Investment Services, Inc. 0.23% 7,031 $581K
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 (XT)

What does the Smart Money Trend signal show for XT?

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

More sellers than buyers — 48% buying: Last quarter: 120 funds reduced or exited vs 112 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XT holders?

Smaller funds dominant — 7% AUM from top-100: 25 of 283 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XT?

59% of holders stayed for 2+ years: 168 out of 283 hedge funds have held XT 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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