Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (ARTY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
6Q ▲
Buyers last Q
58%

Smart Money Signals — ARTY

Based on 315 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added ARTY 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
315 hedge funds hold ARTY 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 — +50% more funds vs a year ago

fund count last 6Q
+105 new funds entered over the past year (+50% 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 — 58% buying

148 buying106 selling
Last quarter: 148 funds bought or added vs 106 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.
⚠️

Fewer new buyers each quarter (-33 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 44 → 65 → 72 → 39. 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.
📌

Mixed — 36% long-term, 36% new

■ 36% conviction (2yr+) ■ 28% medium ■ 36% new
Of the 315 current holders: 114 (36%) held >2 years, 89 held 1–2 years, and 112 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~39 new funds/quarter

53 → 44 → 65 → 72 → 39 new funds/Q
New funds entering each quarter: 44 → 65 → 72 → 39. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 46% new entrants

■ 38% veterans ■ 16% 1-2yr ■ 46% new
Of 319 current holders: 120 (38%) held 2+ years, 52 held 1–2 years, 147 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
19 of 315 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in ARTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — ARTY

In 2026 Q1, 148 hedge funds were net buyers of ARTY (39 opened a new position, 109 added to an existing one), while 106 reduced or exited (68 trimmed, 38 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in ARTY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 315.

Hedge Fund Ownership: ARTY

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

Market Analysis: ARTY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ARTY

-- --

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

Is It Too Late to Buy Ishares Tr (ARTY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ARTY 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 · 76d ago
ARTY
+57.5%
SPY
+14.1%

ARTY outperformed SPY by +43.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
ARTY
+11.4%
SPY
+0.3%

Since the filing became public, ARTY outperformed SPY by +11.1% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: ARTY
313 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 313 314 -0.32%
13F Shares 17M 16M 5.92%
Total Value $799M $769M 4.01%
New Positions 39 72 -33
Increased Positions 109 111 -2
Closed Positions 40 30 +10
Reduced Positions 68 53 +15
Total Calls 2 3 -33.33%
Total Puts 2 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: ARTY

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

313 + investors

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

QUARTER:
Top 25 ARTY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McNaughton Wealth Management, LLC 2.52% 131,168 $6.1M
2 BostonPremier Wealth LLC 2.31% 96,120 $4.5M
3 Invera Wealth Advisors, LLC 2.11% 70,702 $3.3M
4 Stonebrook Private Inc. 2.00% 201,423 $9.4M
5 Alexander Labrunerie & CO., INC. 1.93% 110,731 $5.2M
6 Wharton Business Group, LLC 1.68% 954,917 $44.4M
7 5th Street Advisors, LLC 1.57% 78,515 $3.7M
8 Hancock Prospecting Pty Ltd 1.47% 1,055,190 $49.1M
9 Cora Capital Advisors LLC 1.36% 88,481 $4.1M
10 Stephen J. Garry & Associates, LLC 1.30% 34,829 $1.6M
11 Fortis Advisors, LLC 1.20% 51,354 $2.4M
12 Cascade Investment Group, INC. 1.06% 34,547 $1.6M
13 Wealth Management Partners, LLC 0.82% 61,658 $2.9M
14 Ardent Capital Management, Inc. 0.81% 40,925 $1.9M
15 One Wealth Map LLC 0.78% 26,400 $1.7M
16 Antonelli Financial Advisors, LLC 0.68% 21,281 $990K
17 VVR Holdings LLC 0.65% 27,071 $1.3M
18 Cladis Investment Advisory, LLC 0.51% 19,795 $921K
19 Phoenix Wealth Advisors 0.42% 22,778 $1.1M
20 KERR FINANCIAL PLANNING Corp 0.42% 5,685 $338K
21 Wealth Management Associates, Inc. 0.40% 25,185 $1.2M
22 LRI Investments, LLC 0.39% 94,437 $4.4M
23 Partners Wealth Management, LLC 0.35% 7,210 $335K
24 Herbst Group, LLC 0.31% 10,625 $494K
25 Flagship Private Wealth, LLC 0.28% 14,963 $696K
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 (ARTY)

What does the Smart Money Trend signal show for ARTY?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added ARTY 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 ARTY?

Slight buying edge — 58% buying: Last quarter: 148 funds bought or added vs 106 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 ARTY holders?

Elite ownership — 54% AUM from top-100 funds: 19 of 315 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in ARTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ARTY?

Mixed — 36% long-term, 36% new: Of the 315 current holders: 114 (36%) held >2 years, 89 held 1–2 years, and 112 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Ishares Tr (ARTY) following the 2026 Q1 hedge fund 13F filings?

As of today, ARTY has moved +11.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +11.1%. Since the quarter end (March 31, 2026), ARTY has gained +57.5% vs +14.1% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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