Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO ETF TR (BOND)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +44
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — BOND

Based on 465 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BOND 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
465 hedge funds hold BOND 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 — +15% more funds vs a year ago

fund count last 6Q
+60 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

299 buying148 selling
Last quarter: 299 funds were net buyers (74 opened a brand new position + 225 added to an existing one). Only 148 were sellers (118 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+44 vs last Q)

new funds entering per quarter
Funds opening a new BOND position: 49 → 49 → 30 → 74. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
288 out of 465 hedge funds have held BOND 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.
➡️

Steady discovery — ~74 new funds/quarter

50 → 49 → 49 → 30 → 74 new funds/Q
New funds entering each quarter: 49 → 49 → 30 → 74. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 13% 1-2yr ■ 25% new
Of 465 current holders: 286 (62%) 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 — 25% AUM from major funds

25% from top-100 AUM funds
15 of 465 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: BOND

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

Market Analysis: BOND

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BOND

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 23 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BOND
2026 Q1 Stats Unlock in 22 days 465 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 465 421 10.45%
13F Shares 58M 49M 18.71%
Total Value $5.37B $4.55B 18.03%
New Positions 74 30 +44
Increased Positions 225 198 +27
Closed Positions 30 35 -5
Reduced Positions 118 135 -17
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BOND

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

465 + investors

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

Top 25 institutional holders of BOND — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McGrath & Associates, Inc. 21.68% 159,687 $14.7M
2 Heirloom Wealth Management 16.95% 1,019,618 $94.1M
3 Vavra Capital Management, LLC 12.57% 140,103 $12.9M
4 Hudson Capital Management LLC 10.22% 428,534 $39.5M
5 O'Connor Financial Group LLC 8.91% 235,894 $21.8M
6 Catalyst Investment Management LLC 8.74% 84,782 $7.9M
7 TECTONIC ADVISORS LLC 7.92% 1,623,692 $149.8M
8 Bouvel Investment Partners, LLC 6.39% 238,621 $22.0M
9 FSM Wealth Advisors, LLC 6.38% 537,942 $49.6M
10 Hutchens & Kramer Investment Management Group, LLC 5.15% 176,533 $16.3M
11 Southland Equity Partners LLC 4.91% 273,026 $25.2M
12 BAM Wealth Management, LLC 4.64% 67,175 $6.2M
13 MRA Advisory Group 4.38% 116,458 $10.7M
14 ECLECTIC ASSOCIATES INC /ADV 4.25% 346,903 $32.0M
15 SimpliFi, Inc. 4.13% 106,584 $9.8M
16 ACIMA PRIVATE WEALTH, LLC 4.12% 142,364 $13.1M
17 Cooper Financial Group 3.70% 396,395 $36.6M
18 Kelman-Lazarov, Inc. 3.47% 262,289 $24.2M
19 21 West Wealth Management LLC 3.31% 38,562 $3.6M
20 John W. Brooker & Co., CPAs 3.18% 21,897 $2.0M
21 VALLEY NATIONAL ADVISERS INC 3.08% 258,144 $24K
22 SECURED RETIREMENT ADVISORS, LLC 3.07% 58,697 $5.4M
23 STEPH & CO 3.02% 114,755 $10.6M
24 Freedom Investment Management, Inc. 2.80% 102,180 $9.4M
25 Taylor & Morgan Wealth Management, LLC 2.61% 49,572 $4.6M
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 — PIMCO ETF TR (BOND)

What does the Smart Money Trend signal show for BOND?

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

More buyers than sellers — 67% buying: Last quarter: 299 funds were net buyers (74 opened a brand new position + 225 added to an existing one). Only 148 were sellers (118 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BOND holders?

Strong quality — 25% AUM from major funds: 15 of 465 holders rank in the top 100 by AUM, accounting for 25% 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 BOND?

62% of holders stayed for 2+ years: 288 out of 465 hedge funds have held BOND 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.