Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (HEFA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — HEFA

Based on 392 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 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 — 81% of 3.0Y peak

81% of all-time peak
392 funds currently hold this stock — 81% of the 3.0-year high of 486 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 (+5 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

187 buying193 selling
Last quarter: 193 funds reduced or exited vs 187 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.
📈

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

new funds entering per quarter
Funds opening a new HEFA position: 135 → 43 → 42 → 53. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 32% medium ■ 18% new
198 out of 392 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.
📊

Peak discovery — momentum slowing

70 → 135 → 43 → 42 → 53 new funds/Q
New funds entering each quarter: 135 → 43 → 42 → 53. HEFA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 25% 1-2yr ■ 26% new
Of 392 current holders: 193 (49%) 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 — 58% AUM from top-100 funds

58% from top-100 AUM funds
22 of 392 holders are among the 100 largest funds by AUM, controlling 58% 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.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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: HEFA

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

Market Analysis: HEFA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HEFA

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 13 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: HEFA
2026 Q1 Stats Unlock in 21 days 392 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 392 389 0.77%
13F Shares 132M 140M -6.01%
Total Value $5.43B $5.55B -2.12%
New Positions 53 42 +11
Increased Positions 134 128 +6
Closed Positions 50 73 -23
Reduced Positions 143 158 -15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HEFA

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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
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

392 + investors

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

Top 25 institutional holders of HEFA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lighthouse Wealth Management Inc. 9.95% 344,555 $14.6M
2 Verde Capital Management 7.56% 831,540 $35.3M
3 Blankinship & Foster, LLC 7.41% 789,104 $33.5M
4 ACT WEALTH MANAGEMENT, LLC 7.39% 517,694 $22.0M
5 Cyr Financial Inc. 6.21% 248,421 $10.6M
6 Crumly & Associates Inc. 5.51% 616,666 $26.2M
7 Delta Wealth Advisors LLC 5.24% 161,958 $6.9M
8 Prasad Wealth Partners, LLC 5.11% 441,387 $18.8M
9 Darrow Company, Inc. 4.27% 223,202 $9.5M
10 Clarity Retirement & Wealth, LLC 4.10% 119,745 $5.1M
11 Quotient Wealth Partners, LLC 3.77% 3,367,759 $143.1M
12 DecisionMap Wealth Management, LLC 3.02% 109,895 $4.7M
13 Friedenthal Financial 2.48% 116,371 $4.9M
14 Shepherd Street Advisors LLC 2.44% 58,218 $2.5M
15 Bigelow Investment Advisors, LLC 2.38% 140,130 $6.0M
16 IVC Wealth Advisors LLC 2.38% 128,985 $5.5M
17 STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 2.24% 67,247 $2.9M
18 Weaver Capital Management LLC 1.96% 212,575 $9.0M
19 Future Financial Wealth Managment LLC 1.80% 62,643 $2.8M
20 Ifrah Financial Services, Inc. 1.63% 145,489 $6.2M
21 ADAMSBROWN WEALTH CONSULTANTS LLC 1.58% 140,570 $6.0M
22 RETIREMENT PLANNING GROUP, LLC / NY 1.57% 57,323 $2.4M
23 Traveka Wealth, LLC 1.46% 90,153 $3.8M
24 TritonPoint Partners, LLC 1.34% 85,670 $3.6M
25 Cypress Capital, LLC 1.14% 94,203 $4.0M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 49% buying: Last quarter: 193 funds reduced or exited vs 187 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 — 58% AUM from top-100 funds: 22 of 392 holders are among the 100 largest funds by AUM, controlling 58% 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?

51% of holders stayed for 2+ years: 198 out of 392 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.

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.