Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares U S ETF Tr (CMDY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — CMDY

Based on 71 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added CMDY 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
71 hedge funds hold CMDY 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 — +29% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+29% 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 — 57% buying

39 buying30 selling
Last quarter: 39 funds bought or added vs 30 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new CMDY position: 9 → 8 → 11 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 31% medium ■ 24% new
32 out of 71 hedge funds have held CMDY 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.
💰

Value +88% but shares only +59% — price-driven

Value
+88%
Shares
+58%
Last quarter: the total dollar value of institutional holdings rose +88%, but actual share count only changed +59%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

8 → 9 → 8 → 11 → 18 new funds/Q
New funds entering each quarter: 9 → 8 → 11 → 18. 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 — 55% veterans vs 32% newcomers

■ 55% veterans ■ 13% 1-2yr ■ 32% new
Entry-cohort mix of 71 holders: 39 (55%) are 2+ year veterans, 9 entered 1–2 years ago, and 23 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
10 of 71 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — CMDY

In 2026 Q1, 39 hedge funds were net buyers of CMDY (18 opened a new position, 21 added to an existing one), while 30 reduced or exited (19 trimmed, 11 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in CMDY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 71.

Hedge Fund Ownership: CMDY

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

Market Analysis: CMDY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CMDY

-- --

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

Is It Too Late to Buy Ishares U S ETF Tr (CMDY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CMDY 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 · 84d ago
CMDY
-6.2%
SPY
+14.9%

CMDY outperformed SPY by -21.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
CMDY
-11.8%
SPY
+1.1%

Since the filing became public, CMDY outperformed SPY by -12.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: CMDY
70 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 70 64 9.38%
13F Shares 4M 3M 58.5%
Total Value $258M $137M 88.23%
New Positions 17 11 +6
Increased Positions 21 27 -6
Closed Positions 11 8 +3
Reduced Positions 19 13 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CMDY

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

70 + investors

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

QUARTER:
Top 25 CMDY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Horizons Wealth Management 3.57% 91,840 $5.4M
2 Disciplina Capital Management LLC 1.21% 192,074 $11.4M
3 Alaska Wealth Advisors, LLC 0.72% 101,070 $6.0M
4 First Foundation Advisors 0.32% 133,199 $7.9M
5 Pullen Investment Management, LLC 0.27% 9,114 $542K
6 Little House Capital LLC 0.26% 17,260 $1.0M
7 Proficio Capital Partners LLC 0.26% 83,140 $4.9M
8 Principal Securities, INC. 0.25% 286,107 $17.0M
9 TD Waterhouse Canada Inc. 0.20% 1,127,480 $66.4M
10 Laurel Oak Wealth Management, LLC 0.14% 13,612 $809K
11 Lake Street Private Wealth, LLC 0.11% 14,664 $871K
12 Wesbanco Bank Inc 0.10% 60,700 $3.6M
13 Silver Oak Securities, Incorporated 0.10% 22,180 $1.3M
14 Seaside Wealth Management, Inc. 0.08% 4,857 $289K
15 10Elms LLP 0.08% 2,145 $127K
16 PlanVest Financial, Inc 0.06% 1,251 $74K
17 SteelPeak Wealth, LLC 0.05% 26,007 $1.5M
18 Essential Partners LLC 0.04% 2,199 $131K
19 Faithward Advisors, LLC 0.04% 4,643 $276K
20 Fifth Third Securities, INC. 0.03% 7,850 $466K
21 Vontobel Holding Ltd. 0.03% 132,000 $7.8M
22 Hollencrest Capital Management 0.03% 12,112 $720K
23 Advisors Preferred, LLC 0.02% 2,735 $163K
24 Kingsview Wealth Management, LLC 0.02% 26,984 $1.6M
25 OpenArc Corporate Advisory, LLC 0.02% 20,746 $1.2M
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 U S ETF Tr (CMDY)

What does the Smart Money Trend signal show for CMDY?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added CMDY 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 CMDY?

Slight buying edge — 57% buying: Last quarter: 39 funds bought or added vs 30 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 CMDY holders?

Strong quality — 38% AUM from major funds: 10 of 71 holders rank in the top 100 by AUM, accounting for 38% 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 CMDY?

45% of holders stayed for 2+ years: 32 out of 71 hedge funds have held CMDY 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 U S ETF Tr (CMDY) following the 2026 Q1 hedge fund 13F filings?

As of today, CMDY has moved -11.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -12.9%. Since the quarter end (March 31, 2026), CMDY has gained -6.2% vs +14.9% 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.

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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