Ishares Tr (BYLD): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, BYLD has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BYLD gained nan% vs +13.9% 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.

Ishares Tr (BYLD)

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

Smart Money Signals — BYLD

Based on 72 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added BYLD 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

72 hedge funds hold BYLD 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 — +18% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 63% buying

45 buying26 selling

Last quarter: 45 funds were net buyers (14 opened a brand new position + 31 added to an existing one). Only 26 were sellers (18 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 5 → 14 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 18% medium ■ 33% new

35 out of 72 hedge funds have held BYLD 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

10 → 11 → 5 → 14 → 14 new funds/Q

New funds entering each quarter: 11 → 5 → 14 → 14. A growing number of institutions are discovering BYLD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 15% 1-2yr ■ 36% new

Of 72 current holders: 35 (49%) 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 — 20% AUM from major funds

20% from top-100 AUM funds

10 of 72 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	72	66	9.09%
13F Shares	9M	7M	30.73%
Total Value	$207M	$151M	37.66%
New Positions	14	14	-
Increased Positions	31	30	+1
Closed Positions	8	7	+1
Reduced Positions	18	14	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

9.09%

13F Shares

30.73%

Total Value

$207M

$151M

37.66%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

72 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BYLD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Horizon Wealth Management, LLC	7.60%	2,300,623	$51.8M
2	PlanVest Financial, Inc	1.40%	81,866	$1.8M
3	Partners Wealth Management, LLC	1.23%	53,139	$1.2M
4	LWM Advisory Services, LLC	0.68%	28,268	$637K
5	Daviman Financial, LLC	0.34%	25,532	$575K
6	Heritage Family Offices, LLP	0.28%	28,056	$632K
7	Redwood Financial Network Corp	0.27%	18,451	$416K
8	Laffer Tengler Investments, INC.	0.22%	64,796	$1.5M
9	Huntington National Bank	0.14%	1,093,589	$24.6M
10	Asset Management Group, Inc.	0.10%	28,721	$647K
11	Asset Allocation Strategies LLC	0.09%	23,066	$520K
12	Hengehold Capital Management LLC	0.09%	44,055	$993K
13	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.07%	25,757	$580K
14	Members Trust Co	0.07%	90,173	$2.0M
15	Private Trust Co NA	0.05%	24,530	$553K
16	Modern Wealth Management, LLC	0.04%	116,175	$2.6M
17	SYM FINANCIAL Corp	0.04%	19,931	$449K
18	Savvy Advisors, Inc.	0.04%	59,874	$1.3M
19	Kestra Private Wealth Services, LLC	0.03%	121,834	$2.7M
20	AdvisorNet Financial, Inc	0.03%	27,330	$616K
21	Mutual Advisors, LLC	0.02%	47,786	$1.1M
22	Arkadios Wealth Advisors	0.02%	56,501	$1.3M
23	KLCM Advisors, Inc.	0.02%	9,238	$208K
24	Dynamic Advisor Solutions LLC	0.02%	22,371	$504K
25	Darwin Wealth Management, LLC	0.01%	2,100	$47K

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 (BYLD)

What does the Smart Money Trend signal show for BYLD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BYLD 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 BYLD?

More buyers than sellers — 63% buying: Last quarter: 45 funds were net buyers (14 opened a brand new position + 31 added to an existing one). Only 26 were sellers (18 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BYLD holders?

Strong quality — 20% AUM from major funds: 10 of 72 holders rank in the top 100 by AUM, accounting for 20% 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 BYLD?

49% of holders stayed for 2+ years: 35 out of 72 hedge funds have held BYLD 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 (BYLD) following the 2026 Q1 hedge fund 13F filings?

As of today, BYLD has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BYLD has gained nan% vs +13.9% 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.

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Ishares Tr (BYLD)

Smart Money Signals — BYLD

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +18% more funds vs a year ago

More buyers than sellers — 63% buying

Steady new buyers — ~14 new funds per quarter

49% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 49% of holders stayed 2+ years

Strong quality — 20% AUM from major funds

Institutional Sentiment Summary — BYLD

Hedge Fund Ownership: BYLD

Market Analysis: BYLD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BYLD

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

Hedge Fund Positioning: BYLD

Statistics: BYLD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (BYLD)

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