Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (EUSB)

159 + 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
↑ +5
Streak
2Q ▲
Buyers last Q
68%

Smart Money Signals — EUSB

Based on 159 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 EUSB 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.
📊

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 169 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold EUSB compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 68% buying

94 buying45 selling
Last quarter: 94 funds were net buyers (13 opened a brand new position + 81 added to an existing one). Only 45 were sellers (37 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 14 → 16 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

50% conviction (2yr+) 31% medium 18% new
80 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.
📊

Peak discovery — momentum slowing

25 → 22 → 14 → 16 → 13 new funds/Q
New funds entering each quarter: 22 → 14 → 16 → 13. EUSB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 53% of holders stayed 2+ years

53% veterans 18% 1-2yr 29% new
Of 159 current holders: 84 (53%) 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.

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
17 of 159 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 Q1, 94 hedge funds were net buyers of EUSB (13 opened a new position, 81 added to an existing one), while 45 reduced or exited (37 trimmed, 8 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 20% of total institutional value in EUSB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). 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

-- --

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

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

Signal Freshness measures how much EUSB 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 · 80d ago
EUSB
nan%
SPY
+13.9%

EUSB outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
EUSB
nan%
SPY
+0.2%

Since the filing became public, EUSB outperformed SPY by nan% .

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.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: EUSB
159 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 159 154 3.25%
13F Shares 12M 12M -2.57%
Total Value $503M $546M -7.94%
New Positions 13 16 -3
Increased Positions 81 69 +12
Closed Positions 8 14 -6
Reduced Positions 37 44 -7
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 Q1)

159 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IMPACTfolio, LLC 11.47% 620,700 $27.0M
2 Xena Financial Planning, LLC 2.24% 45,690 $2.0M
3 Seeds Investor LLC 2.21% 370,504 $16.2M
4 Balanced Rock Investment Advisors LLC 2.09% 68,556 $3.0M
5 Bond & Devick Financial Network, Inc. 1.74% 143,639 $6.2M
6 Decker Retirement Planning Inc. 1.64% 83,250 $3.6M
7 Archer Investment Management, LLC 1.39% 75,725 $3.3M
8 Retirement Capital Strategies 1.17% 71,395 $3.1M
9 Davis Wealth Advisors, LLC 0.99% 27,396 $1.2M
10 Sbe LLC Dba Cedar Cove Wealth Partners 0.87% 38,144 $1.7M
11 Action Point Financial Planning, LLC 0.82% 21,227 $923K
12 Stewardship Advisors, LLC 0.71% 70,800 $3.1M
13 One Wealth Advisors, LLC 0.43% 78,816 $3.4M
14 Red Crane Wealth Management, LLC 0.38% 10,738 $467K
15 Avise Financial Cooperative, Inc. 0.35% 9,742 $424K
16 Sandbox Financial Partners, LLC 0.34% 27,786 $1.2M
17 Leonard Rickey Investment Advisors P.L.L.C. 0.32% 42,389 $1.8M
18 Sonoma Allocations LLC 0.32% 21,068 $916K
19 Contango Wealth Management LLC 0.31% 6,045 $263K
20 Skyline Advisors, Inc. 0.28% 18,195 $791K
21 Tarbox Family Office, Inc. 0.23% 32,684 $1.4M
22 Fsb Premier Wealth Management, INC. 0.20% 14,863 $647K
23 Shared Vision Wealth Group LLC 0.19% 10,809 $470K
24 Brewster Financial Planning LLC 0.19% 7,233 $315K
25 Theory Financial LLC 0.18% 11,834 $515K
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EUSB 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 EUSB?

More buyers than sellers — 68% buying: Last quarter: 94 funds were net buyers (13 opened a brand new position + 81 added to an existing one). Only 45 were sellers (37 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EUSB holders?

Strong quality — 20% AUM from major funds: 17 of 159 holders rank in the top 100 by AUM, accounting for 20% 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 EUSB?

50% of holders stayed for 2+ years: 80 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.

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

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