Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (FALN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
1Q ▲
Buyers last Q
66%

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.

Hedge Fund Ownership: FALN

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

Market Analysis: FALN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FALN

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 1 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: FALN
2026 Q1 Stats Unlock in 14 days 282 + Investors

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

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

Statistics: FALN

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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

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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.

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 Mount Lucas Management LP 0.79% 79,636 $2.1M
15 DARA CAPITAL US, INC. 0.67% 26,335 $704K
16 Ignite Planners, LLC 0.55% 132,916 $3.6M
17 Investment Management Trust, LLC 0.53% 20,281 $542K
18 Napier Financial, LLC 0.53% 85,683 $2.3M
19 Impact Partnership Wealth, LLC 0.52% 156,997 $4.2M
20 Bright Futures Wealth Management, LLC. 0.48% 26,407 $706K
21 Exchange Bank 0.46% 24,979 $667K
22 Addison Capital Co 0.45% 94,081 $2.5M
23 PUREfi Wealth, LLC 0.42% 23,865 $638K
24 Ballast Rock Private Wealth LLC 0.42% 28,149 $752K
25 Meridian Financial Advisors, LLC 0.35% 24,261 $648K
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.

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.