ISHARES TR (FALN): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (FALN)

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

Smart Money Signals — FALN

Based on 282 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 FALN 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

282 hedge funds hold FALN 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 — +12% more funds vs a year ago

fund count last 6Q

+30 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 66% buying

171 buying89 selling

Last quarter: 171 funds were net buyers (51 opened a brand new position + 120 added to an existing one). Only 89 were sellers (67 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter

Funds opening a new FALN position: 35 → 28 → 28 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 20% new

165 out of 282 hedge funds have held FALN 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

39 → 35 → 28 → 28 → 51 new funds/Q

New funds entering each quarter: 35 → 28 → 28 → 51. A growing number of institutions are discovering FALN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 10% 1-2yr ■ 27% new

Of 282 current holders: 177 (63%) 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.

🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds

19 of 282 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in FALN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	282	253	11.46%
13F Shares	44M	44M	-0.02%
Total Value	$1.21B	$1.23B	-1.68%
New Positions	51	28	+23
Increased Positions	120	102	+18
Closed Positions	22	33	-11
Reduced Positions	67	83	-16
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

282

253

11.46%

13F Shares

44M

-0.02%

Total Value

$1.21B

$1.23B

-1.68%

New Positions

+23

Increased Positions

120

102

+18

Closed Positions

-11

Reduced Positions

-16

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

282 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of FALN — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Prepared Retirement Institute LLC	3.53%	—	$7K
2	Liberty Atlantic Advisors LLC	3.09%	135,496	$3.6M
3	HF Advisory Group, LLC	2.45%	268,800	$7.2M
4	NOVEM GROUP	2.02%	659,177	$17.6M
5	CAPITAL WEALTH MANAGEMENT, LLC	1.76%	243,797	$6.5M
6	ATX Financial Planning, LLC	1.56%	76,998	$2.1M
7	Annex Advisory Services, LLC	1.52%	3,038,602	$81.2M
8	Petix & Botte Co	1.47%	246,470	$6.6M
9	Breakwater Capital Group	1.29%	359,635	$9.6M
10	FOCUS Wealth Advisors, LLC	0.94%	71,979	$1.9M
11	FORTE ASSET MANAGEMENT LLC	0.91%	78,000	$2.1M
12	Asset Allocation Strategies LLC	0.81%	171,094	$4.6M
13	M.E. ALLISON & CO., INC.	0.80%	45,181	$1.2M
14	DARA CAPITAL US, INC.	0.67%	26,335	$704K
15	Ignite Planners, LLC	0.55%	132,916	$3.6M
16	Investment Management Trust, LLC	0.53%	20,281	$542K
17	Impact Partnership Wealth, LLC	0.52%	156,997	$4.2M
18	Bright Futures Wealth Management, LLC.	0.48%	26,407	$706K
19	Exchange Bank	0.46%	24,979	$667K
20	Addison Capital Co	0.45%	94,081	$2.5M
21	PUREfi Wealth, LLC	0.42%	23,865	$638K
22	Ballast Rock Private Wealth LLC	0.42%	28,149	$752K
23	Meridian Financial Advisors, LLC	0.35%	24,261	$648K
24	Box Hill Private Wealth LLC	0.33%	12,634	$338K
25	Yoder Wealth Management, Inc.	0.33%	27,346	$731K

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 (FALN)

What does the Smart Money Trend signal show for FALN?

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

More buyers than sellers — 66% buying: Last quarter: 171 funds were net buyers (51 opened a brand new position + 120 added to an existing one). Only 89 were sellers (67 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FALN holders?

Elite ownership — 40% AUM from top-100 funds: 19 of 282 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in FALN. 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 FALN?

59% of holders stayed for 2+ years: 165 out of 282 hedge funds have held FALN 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.

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ISHARES TR (FALN)

Smart Money Signals — FALN

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +12% more funds vs a year ago

More buyers than sellers — 66% buying

More new buyers each quarter (+23 vs last Q)

59% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 63% of holders stayed 2+ years

Elite ownership — 40% AUM from top-100 funds

Hedge Fund Ownership: FALN

Market Analysis: FALN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FALN

Hedge Fund Positioning: FALN

Statistics: FALN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (FALN)

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