Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (BYLD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — BYLD

Based on 81 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
81 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.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+27% 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.
🟢

More buyers than sellers — 63% buying

50 buying29 selling
Last quarter: 50 funds were net buyers (19 opened a brand new position + 31 added to an existing one). Only 29 were sellers (18 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 14 → 15 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 16% medium ■ 40% new
36 out of 81 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.
🚀

Acceleration phase — new buyers rushing in

12 → 5 → 14 → 15 → 19 new funds/Q
New funds entering each quarter: 5 → 14 → 15 → 19. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 43% veterans vs 41% newcomers

■ 43% veterans ■ 16% 1-2yr ■ 41% new
Entry-cohort mix of 81 holders: 35 (43%) are 2+ year veterans, 13 entered 1–2 years ago, and 33 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
10 of 81 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — BYLD

In 2026 Q2, 50 hedge funds were net buyers of BYLD (19 opened a new position, 31 added to an existing one), while 29 reduced or exited (18 trimmed, 11 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 81.

Hedge Fund Ownership: BYLD

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

Market Analysis: BYLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BYLD

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: BYLD
81 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 81 73 10.96%
13F Shares 13M 9M 42.27%
Total Value $298M $207M 43.8%
New Positions 19 15 +4
Increased Positions 31 31 -
Closed Positions 11 8 +3
Reduced Positions 18 18 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BYLD

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

81 + 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:
Top 25 BYLD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Horizon Wealth Management, LLC 7.25% 2,511,534 $56.9M
2 MTC Wealth Management LLC 2.03% 199,896 $4.5M
3 Members Trust Co 1.57% 2,222,630 $50.3M
4 PlanVest Financial, Inc 1.29% 85,082 $1.9M
5 Partners Wealth Management, LLC 1.11% 50,093 $1.1M
6 Trivium Point Advisory, LLC 0.59% 284,959 $6.5M
7 Daviman Financial, LLC 0.33% 26,413 $598K
8 Argyle Capital Partners, LLC 0.23% 16,450 $373K
9 Redwood Financial Network Corp 0.23% 18,451 $418K
10 Advisory Solutions Group, LLC 0.23% 29,870 $677K
11 Laffer Tengler Investments, INC. 0.17% 59,845 $1.4M
12 Huntington National Bank 0.13% 1,178,460 $26.7M
13 Asset Management Group, Inc. 0.10% 29,108 $659K
14 Hengehold Capital Management LLC 0.08% 46,941 $1.1M
15 Pacific Excel Wealth Advisors, Inc. 0.08% 9,314 $211K
16 Heritage Family Offices, LLP 0.08% 9,314 $211K
17 Fifth Third Securities, INC. 0.05% 41,564 $941K
18 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% 21,164 $479K
19 Private Trust Co NA 0.04% 24,435 $553K
20 Asset Allocation Strategies LLC 0.04% 11,707 $265K
21 SYM FINANCIAL Corp 0.04% 19,927 $451K
22 Arlington Financial Advisors, LLC 0.03% 11,545 $261K
23 Mutual Advisors, LLC 0.03% 70,547 $1.6M
24 Kestra Private Wealth Services, LLC 0.03% 118,220 $2.7M
25 Savvy Advisors, Inc. 0.03% 59,858 $1.4M
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 — 3 quarters in a row: For 3 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: 50 funds were net buyers (19 opened a brand new position + 31 added to an existing one). Only 29 were sellers (18 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BYLD holders?

Smaller funds dominant — 17% AUM from top-100: 10 of 81 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BYLD?

44% of holders stayed for 2+ years: 36 out of 81 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.

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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