Ishares Tr (HEFA) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (HEFA) following the 2026 Q2 hedge fund 13F filings?

As of today, HEFA has moved -3.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (June 30, 2026), HEFA gained -1.1% vs +2.1% 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 (HEFA)

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

Smart Money Signals — HEFA

Based on 453 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added HEFA 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 — 88% of 3.0Y peak

88% of all-time peak

453 funds currently hold this stock — 88% of the 3.0-year high of 512 funds (reached 2025 Q1). 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 HEFA is almost the same as a year ago (+3 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 46% buying

179 buying208 selling

Last quarter: 208 funds reduced or exited vs 179 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~58 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 44 → 58 → 56 → 58. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 19% new

252 out of 453 hedge funds have held HEFA 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

50 → 44 → 58 → 56 → 58 new funds/Q

New funds entering each quarter: 44 → 58 → 56 → 58. A growing number of institutions are discovering HEFA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 58% veterans vs 22% newcomers

■ 58% veterans ■ 20% 1-2yr ■ 22% new

Entry-cohort mix of 453 holders: 264 (58%) are 2+ year veterans, 91 entered 1–2 years ago, and 98 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds

25 of 452 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in HEFA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.1

out of 10

Low Exit Risk

Exit risk score 3.1/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	448	432	3.7%
13F Shares	134M	133M	0.4%
Total Value	$6.22B	$5.58B	11.53%
New Positions	56	56	-
Increased Positions	121	103	+18
Closed Positions	39	46	-7
Reduced Positions	170	171	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

448

432

3.7%

13F Shares

134M

133M

0.4%

Total Value

$6.22B

$5.58B

11.53%

New Positions

Increased Positions

121

103

+18

Closed Positions

-7

Reduced Positions

170

171

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

448 + investors

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

QUARTER:

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

Top 25 HEFA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Paradigm, Strategies in Wealth Management, LLC	10.89%	380,965	$17.9M
2	Lighthouse Wealth Management Inc.	9.94%	340,990	$16.0M
3	Immaculate Wealth Management LLC	8.85%	27,843	$1.3M
4	Verde Capital Management	7.65%	881,454	$41.4M
5	Blankinship & Foster, LLC	7.28%	768,531	$36.1M
6	Act Wealth Management, LLC	7.16%	519,062	$24.4M
7	Cyr Financial Inc.	6.41%	262,328	$12.3M
8	Sachem Hill LLC	5.83%	698,847	$32.8M
9	Partners Capital Investment Group, LLP	5.66%	3,419,467	$160.5M
10	Crumly & Associates Inc.	5.56%	618,984	$29.0M
11	Delta Wealth Advisors LLC	5.41%	161,372	$7.6M
12	Denver PWM, LLC	5.40%	345,322	$16.5M
13	Wellington-Altus USA INC.	5.15%	168,102	$7.0M
14	Odyssey Group, LLC	4.96%	390,192	$18.3M
15	PCA Investment Advisory Services Inc.	4.23%	322,766	$15.1M
16	Darrow Company, Inc.	4.20%	231,145	$10.8M
17	Quotient Wealth Partners, LLC	3.81%	3,439,589	$161.4M
18	Summitpoint Capital Management	3.18%	62,914	$3.0M
19	Matters Capital LLC	3.16%	96,271	$4.5M
20	WESCAP Management Group, Inc.	3.02%	344,434	$16.2M
21	DecisionMap Wealth Management, LLC	2.99%	114,012	$5.4M
22	Bigelow Investment Advisors, LLC	2.90%	170,956	$8.0M
23	Carolina Wealth Management Inc	2.76%	127,784	$6.0M
24	Tulsa Wealth Advisors, INC	2.74%	415,311	$19.5M
25	Coldstream Capital Management Inc	2.68%	4,561,052	$214.0M

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 (HEFA)

What does the Smart Money Trend signal show for HEFA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HEFA 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 HEFA?

More sellers than buyers — 46% buying: Last quarter: 208 funds reduced or exited vs 179 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HEFA holders?

Elite ownership — 61% AUM from top-100 funds: 25 of 452 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in HEFA. 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 HEFA?

56% of holders stayed for 2+ years: 252 out of 453 hedge funds have held HEFA 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 (HEFA) following the 2026 Q2 hedge fund 13F filings?

As of today, HEFA has moved -3.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (June 30, 2026), HEFA has gained -1.1% vs +2.1% 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 (HEFA)

Smart Money Signals — HEFA

Buying streak — 3 quarters in a row

High ownership — 88% of 3.0Y peak

Stable — ownership unchanged year-over-year

More sellers than buyers — 46% buying

Steady new buyers — ~58 new funds per quarter

56% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 58% veterans vs 22% newcomers

Elite ownership — 61% AUM from top-100 funds

Institutional Sentiment Summary — HEFA

Hedge Fund Ownership: HEFA

Market Analysis: HEFA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HEFA

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

Hedge Fund Positioning: HEFA

Statistics: HEFA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (HEFA)

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