Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (FLOT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — FLOT

Based on 589 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their FLOT 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
589 funds currently hold this stock — 94% of the 3.0-year high of 626 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FLOT is almost the same as a year ago (-11 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

297 buying280 selling
Last quarter: 297 funds bought or added vs 280 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new FLOT position: 62 → 71 → 54 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 20% medium ■ 13% new
393 out of 589 hedge funds have held FLOT 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 — ~65 new funds/quarter

80 → 62 → 71 → 54 → 65 new funds/Q
New funds entering each quarter: 62 → 71 → 54 → 65. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Of 589 current holders: 405 (69%) 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 — 25% AUM from major funds

25% from top-100 AUM funds
20 of 589 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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: FLOT

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

Market Analysis: FLOT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLOT

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 24 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: FLOT
2026 Q1 Stats Unlock in 19 days 589 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 589 598 -1.51%
13F Shares 104M 103M 0.75%
Total Value $8.46B $8.43B 0.34%
New Positions 65 54 +11
Increased Positions 232 219 +13
Closed Positions 74 82 -8
Reduced Positions 206 237 -31
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLOT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

589 + investors

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

Top 25 institutional holders of FLOT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Demars Financial Group, LLC 11.87% 707,394 $36.0M
2 Walker Financial Services, Inc. 11.33% 650,280 $33.1M
3 TriaGen Wealth Management LLC 9.50% 682,255 $34.8M
4 HARTLINE INVESTMENT CORP/ 7.89% 1,407,923 $71.7M
5 KW WEALTH MANAGEMENT LLC 7.84% 101,545 $5.2M
6 Summit Portfolio Management, LTD. 7.28% 222,056 $11.3M
7 MOULTON WEALTH MANAGEMENT, INC 6.78% 196,477 $10.0M
8 HOGE FINANCIAL SERVICES, LLC 5.79% 212,275 $10.8M
9 Forbes Financial Planning, Inc. 4.48% 152,334 $7.8M
10 Shira Ridge Wealth Management 3.72% 184,449 $9.4M
11 Occidental Asset Management, LLC 3.25% 538,962 $27.5M
12 ETF Store, Inc. 3.19% 64,265 $3.3M
13 Alliance Wealth Management Group 2.97% 266,777 $13.6M
14 Investment Planning Advisors, Inc. 2.97% 211,765 $10.8M
15 Baring Financial LLC 2.96% 94,933 $4.8M
16 Buska Wealth Management, LLC 2.64% 129,055 $6.6M
17 Windsor Capital Management, LLC 2.49% 173,132 $8.8M
18 Ifrah Financial Services, Inc. 2.48% 183,986 $9.4M
19 FC Advisory LLC 2.38% 159,743 $8.1M
20 Blue Capital, Inc. 2.35% 70,574 $3.6M
21 Verdence Capital Advisors LLC 2.29% 772,289 $39.3M
22 Beirne Wealth Consulting Services, LLC 1.88% 130,232 $6.6M
23 Impact Capital Partners LLC 1.79% 116,117 $5.9M
24 Single Point Partners, LLC 1.74% 171,794 $8.8M
25 Bright Futures Wealth Management, LLC. 1.66% 47,458 $2.4M
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 (FLOT)

What does the Smart Money Trend signal show for FLOT?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their FLOT 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 FLOT?

Slight buying edge — 51% buying: Last quarter: 297 funds bought or added vs 280 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FLOT holders?

Strong quality — 25% AUM from major funds: 20 of 589 holders rank in the top 100 by AUM, accounting for 25% 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 FLOT?

67% of holders stayed for 2+ years: 393 out of 589 hedge funds have held FLOT 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.