Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (CMF)

348 + 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
↑ +17
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — CMF

Based on 348 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 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
348 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 — +17% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

198 buying111 selling
Last quarter: 198 funds were net buyers (42 opened a brand new position + 156 added to an existing one). Only 111 were sellers (86 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~42 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 39 → 31 → 46 → 42. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 20% new
186 out of 348 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.
📈

Growing discovery — still being found

33 → 39 → 31 → 46 → 42 new funds/Q
New funds entering each quarter: 39 → 31 → 46 → 42. A growing number of institutions are discovering CMF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 27% newcomers

■ 55% veterans ■ 18% 1-2yr ■ 27% new
Entry-cohort mix of 348 holders: 192 (55%) are 2+ year veterans, 61 entered 1–2 years ago, and 95 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
26 of 348 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — CMF

In 2026 Q1, 198 hedge funds were net buyers of CMF (42 opened a new position, 156 added to an existing one), while 111 reduced or exited (86 trimmed, 25 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 348.

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

-- --

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

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

Signal Freshness measures how much CMF 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 · 79d ago
CMF
+1.1%
SPY
+13.9%

CMF outperformed SPY by -12.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
CMF
+1.5%
SPY
+0.2%

Since the filing became public, CMF outperformed SPY by +1.3% .

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.

12 top-rated funds 13 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: CMF
348 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 348 331 5.14%
13F Shares 50M 47M 6.11%
Total Value $8.54B $8.44B 1.18%
New Positions 42 46 -4
Increased Positions 156 153 +3
Closed Positions 25 24 +1
Reduced Positions 86 71 +15
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CMF

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Institutional Holders (2026 Q1)

348 + investors

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

QUARTER:
Top 25 CMF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Orin Green Financial, LLC 6.70% 287,164 $16.3M
2 Myecfo, LLC 6.25% 262,542 $14.9M
3 Fullerton Advisors, LLC 5.60% 95,033 $5.4M
4 Manhattan West Asset Management, LLC 4.42% 397,775 $22.6M
5 Opes Wealth Management LLC 4.37% 467,978 $26.6M
6 Syon Capital LLC 3.87% 1,352,128 $76.9M
7 Rinkey Investments 3.77% 258,963 $14.7M
8 West Wealth Group, LLC 3.73% 331,806 $18.9M
9 Thryve Wealth Management LLC 3.72% 97,938 $5.6M
10 Ndwm LLC 3.34% 90,580 $5.2M
11 Navalign, LLC 2.88% 200,894 $11.4M
12 Ballast Rock Private Wealth LLC 2.66% 84,568 $4.8M
13 21 West Wealth Management LLC 2.64% 49,921 $2.8M
14 Silver Oak Wealth Advisors Services, LLC 2.46% 66,536 $3.8M
15 Affinity Capital Advisors, LLC 2.34% 293,236 $16.7M
16 Client First Capital LLC 2.28% 92,578 $5.3M
17 Ehrlich Financial Group 2.24% 68,533 $3.9M
18 Slow Capital, Inc. 2.06% 278,292 $15.8M
19 Atlas Legacy Advisors, LLC 2.05% 198,262 $11.3M
20 Ducere Wealth Management LLC 2.04% 90,272 $5.1M
21 Conquis Financial LLC 1.73% 36,289 $2.1M
22 Westfuller Advisors, LLC 1.69% 69,064 $3.9M
23 Heritage Wealth Management, Inc. /CA/ 1.67% 53,378 $3.0M
24 Bailard, INC. 1.61% 1,234,606 $70.2M
25 Facet Wealth, Inc. 1.56% 1,581,074 $89.9M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 64% buying: Last quarter: 198 funds were net buyers (42 opened a brand new position + 156 added to an existing one). Only 111 were sellers (86 trimmed + 25 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: 26 of 348 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?

53% of holders stayed for 2+ years: 186 out of 348 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.

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

As of today, CMF has moved +1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), CMF has gained +1.1% 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.

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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