Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EUSB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
68%

Smart Money Signals — EUSB

Based on 159 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EUSB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
159 funds currently hold this stock — 94% of the 3.0-year high of 170 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold EUSB compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 68% buying

105 buying50 selling
Last quarter: 105 funds were net buyers (17 opened a brand new position + 88 added to an existing one). Only 50 were sellers (32 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 17 → 14 → 17. 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+) 30% medium 18% new
84 out of 159 hedge funds have held EUSB 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 — ~17 new funds/quarter

23 → 14 → 17 → 14 → 17 new funds/Q
New funds entering each quarter: 14 → 17 → 14 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 22% newcomers

56% veterans 22% 1-2yr 22% new
Entry-cohort mix of 159 holders: 89 (56%) are 2+ year veterans, 35 entered 1–2 years ago, and 35 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
17 of 159 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in EUSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — EUSB

In 2026 Q2, 105 hedge funds were net buyers of EUSB (17 opened a new position, 88 added to an existing one), while 50 reduced or exited (32 trimmed, 18 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. 65% of total institutional value in EUSB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 159.

Hedge Fund Ownership: EUSB

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

Market Analysis: EUSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EUSB

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: EUSB
158 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 158 160 -1.25%
13F Shares 13M 12M 8.23%
Total Value $550M $503M 9.28%
New Positions 16 14 +2
Increased Positions 88 81 +7
Closed Positions 18 8 +10
Reduced Positions 32 37 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EUSB

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Institutional Holders (2026 Q2)

158 + investors

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

QUARTER:
Top 25 EUSB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IMPACTfolio, LLC 10.44% 638,127 $27.7M
2 Xena Financial Planning, LLC 3.20% 76,669 $3.3M
3 Balanced Rock Investment Advisors LLC 1.92% 70,839 $3.1M
4 Seeds Investor LLC 1.64% 366,740 $15.9M
5 Bond & Devick Financial Network, Inc. 1.63% 152,643 $6.6M
6 Decker Retirement Planning Inc. 1.53% 103,122 $4.5M
7 Archer Investment Management, LLC 1.14% 76,663 $3.3M
8 Retirement Capital Strategies 1.08% 71,252 $3.1M
9 Sbe LLC Dba Cedar Cove Wealth Partners 0.83% 40,628 $1.8M
10 Stewardship Advisors, LLC 0.79% 87,081 $3.8M
11 Davis Wealth Advisors, LLC 0.75% 22,260 $967K
12 One Wealth Advisors, LLC 0.45% 93,372 $4.1M
13 Red Crane Wealth Management, LLC 0.34% 10,772 $468K
14 Avise Financial Cooperative, Inc. 0.32% 10,319 $448K
15 Leonard Rickey Investment Advisors P.L.L.C. 0.26% 38,808 $1.7M
16 Tarbox Family Office, Inc. 0.26% 42,320 $1.8M
17 Fiduciary Financial Advisors 0.23% 51,593 $2.2M
18 Shared Vision Wealth Group LLC 0.21% 14,274 $620K
19 Fsb Premier Wealth Management, INC. 0.18% 14,585 $634K
20 Brewster Financial Planning LLC 0.18% 7,431 $323K
21 W.H. Cornerstone Investments Inc. 0.18% 7,209 $313K
22 Traveka Wealth, LLC 0.17% 11,899 $517K
23 Theory Financial LLC 0.17% 12,220 $531K
24 Jordan Park Group LLC 0.16% 74,646 $3.2M
25 Sofi Wealth, LLC 0.16% 93,698 $4.1M
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 (EUSB)

What does the Smart Money Trend signal show for EUSB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EUSB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EUSB?

More buyers than sellers — 68% buying: Last quarter: 105 funds were net buyers (17 opened a brand new position + 88 added to an existing one). Only 50 were sellers (32 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EUSB holders?

Elite ownership — 65% AUM from top-100 funds: 17 of 159 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in EUSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EUSB?

53% of holders stayed for 2+ years: 84 out of 159 hedge funds have held EUSB 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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