Ishares Tr (FLOT): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, FLOT has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), FLOT gained +0.1% 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.

Ishares Tr (FLOT)

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

Smart Money Signals — FLOT

Based on 654 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added FLOT 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 (98% of max)

98% of all-time peak

654 hedge funds hold FLOT 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.

〰️

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 (+10 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 53% buying

326 buying285 selling

Last quarter: 326 funds bought or added vs 285 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 (+17 vs last Q)

new funds entering per quarter

Funds opening a new FLOT position: 79 → 59 → 68 → 85. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new

430 out of 654 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.

📈

Growing discovery — still being found

64 → 79 → 59 → 68 → 85 new funds/Q

New funds entering each quarter: 79 → 59 → 68 → 85. A growing number of institutions are discovering FLOT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 68% veterans vs 18% newcomers

■ 68% veterans ■ 14% 1-2yr ■ 18% new

Entry-cohort mix of 654 holders: 445 (68%) are 2+ year veterans, 89 entered 1–2 years ago, and 120 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds

26 of 652 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — 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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	647	627	3.19%
13F Shares	109M	105M	3.44%
Total Value	$8.62B	$8.50B	1.34%
New Positions	80	68	+12
Increased Positions	239	244	-5
Closed Positions	60	80	-20
Reduced Positions	227	220	+7
Total Calls	0	1	-100.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

647

627

3.19%

13F Shares

109M

105M

3.44%

Total Value

$8.62B

$8.50B

1.34%

New Positions

+12

Increased Positions

239

244

-5

Closed Positions

-20

Reduced Positions

227

220

Total Calls

-100.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

647 + investors

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

QUARTER:

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

Top 25 FLOT holders by conviction (% of portfolio weight) — 2026 Q1 · 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	Monetary Solutions, Ltd	6.94%	140,976	$7.2M
8	Moulton Wealth Management, Inc	6.78%	196,477	$10.0M
9	Hoge Financial Services, LLC	5.79%	212,275	$10.8M
10	Cascade Wealth Advisors, Inc	5.76%	257,928	$13.1M
11	LJI Wealth Management, LLC	5.30%	651,459	$33.2M
12	Alpha Zero LLC	5.16%	185,562	$9.4M
13	Piedmont Capital Management, LLC	5.08%	196,584	$10.0M
14	Turning Point Benefit Group, Inc.	4.62%	142,857	$7.3M
15	Forbes Financial Planning, Inc.	4.48%	152,334	$7.8M
16	Towercrest Capital Management	4.26%	537,209	$27.4M
17	Financial Sense Advisors, Inc.	4.00%	387,259	$19.7M
18	Financial Advisory Partners, LLC	3.78%	262,648	$13.4M
19	Shira Ridge Wealth Management	3.72%	184,449	$9.4M
20	RMG Wealth Management LLC	3.53%	601,090	$30.6M
21	Virtus Family Office LLC	3.46%	79,612	$4.1M
22	Paces Ferry Wealth Advisors, LLC	3.44%	162,791	$8.3M
23	Occidental Asset Management, LLC	3.25%	538,962	$27.5M
24	ETF Store, Inc.	3.19%	64,265	$3.3M
25	Alliance Wealth Management Group	2.97%	266,777	$13.6M

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?

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

Slight buying edge — 53% buying: Last quarter: 326 funds bought or added vs 285 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 — 28% AUM from major funds: 26 of 652 holders rank in the top 100 by AUM, accounting for 28% 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?

66% of holders stayed for 2+ years: 430 out of 654 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.

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

As of today, FLOT has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), FLOT has gained +0.1% 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.

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Ishares Tr (FLOT)

Smart Money Signals — FLOT

Buying streak — 1 quarter in a row

At the ownership peak (98% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 53% buying

More new buyers each quarter (+17 vs last Q)

66% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 68% veterans vs 18% newcomers

Strong quality — 28% AUM from major funds

Institutional Sentiment Summary — FLOT

Hedge Fund Ownership: FLOT

Market Analysis: FLOT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FLOT

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

Hedge Fund Positioning: FLOT

Statistics: FLOT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (FLOT)

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