Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (CMF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
1Q ▲
Buyers last Q
68%

Smart Money Signals — CMF

Based on 304 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 CMF 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
304 hedge funds hold CMF 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 — +11% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

185 buying87 selling
Last quarter: 185 funds were net buyers (40 opened a brand new position + 145 added to an existing one). Only 87 were sellers (66 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new CMF position: 30 → 33 → 27 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 27% medium ■ 18% new
168 out of 304 hedge funds have held CMF 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 — ~40 new funds/quarter

40 → 30 → 33 → 27 → 40 new funds/Q
New funds entering each quarter: 30 → 33 → 27 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 16% 1-2yr ■ 27% new
Of 305 current holders: 173 (57%) 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.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
21 of 304 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: CMF

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

Market Analysis: CMF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CMF

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

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 10 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: CMF
2026 Q1 Stats Unlock in 22 days 305 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 305 285 7.02%
13F Shares 46M 41M 12.52%
Total Value $8.40B $8.08B 3.94%
New Positions 40 27 +13
Increased Positions 145 129 +16
Closed Positions 21 30 -9
Reduced Positions 66 84 -18
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CMF

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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

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

305 + investors

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

Top 25 institutional holders of CMF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MYECFO, LLC 6.25% 262,542 $14.9M
2 Fullerton Advisors, LLC 5.60% 95,033 $5.4M
3 NDWM LLC 3.34% 90,580 $5.2M
4 Ballast Rock Private Wealth LLC 2.66% 84,568 $4.8M
5 21 West Wealth Management LLC 2.64% 49,921 $2.8M
6 Affinity Capital Advisors, LLC 2.34% 293,236 $16.7M
7 Client First Capital LLC 2.28% 92,578 $5.3M
8 EHRLICH FINANCIAL GROUP 2.24% 68,533 $3.9M
9 Slow Capital, Inc. 2.06% 278,292 $15.8M
10 Elmwood Wealth Management, Inc. 1.23% 77,916 $4.4M
11 Traveka Wealth, LLC 1.08% 49,688 $2.8M
12 APS Management Group, Inc. 1.03% 21,216 $1.2M
13 Warren Street Wealth Advisors, LLC 0.79% 54,859 $3.1M
14 SimpliFi, Inc. 0.78% 32,842 $1.9M
15 DeDora Capital, Inc. 0.68% 49,042 $2.8M
16 FORONJY FINANCIAL LLC 0.67% 28,285 $1.6M
17 Williams & Novak, LLC 0.63% 14,816 $843K
18 Towerpoint Wealth, LLC 0.62% 27,003 $1.5M
19 Keystone Global Partners, LLC 0.58% 23,103 $1.3M
20 McNaughton Wealth Management, LLC 0.55% 23,311 $1.3M
21 INSTRUMENTAL WEALTH, LLC 0.48% 13,614 $774K
22 Wise Wealth Partners 0.46% 5,918 $336K
23 Creative Capital Management Investments LLC 0.42% 25,547 $1.5M
24 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 0.41% 11,807 $671K
25 Values Added Financial LLC 0.35% 14,787 $841K
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 (CMF)

What does the Smart Money Trend signal show for CMF?

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

More buyers than sellers — 68% buying: Last quarter: 185 funds were net buyers (40 opened a brand new position + 145 added to an existing one). Only 87 were sellers (66 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CMF holders?

Smaller funds dominant — 13% AUM from top-100: 21 of 304 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CMF?

55% of holders stayed for 2+ years: 168 out of 304 hedge funds have held CMF 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.