Stock Analysis
Data Source: SEC EDGAR 13F
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Ishares Tr (HEFA)

425 + 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%

425+

Inst. Holders

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
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Analyst Recommendations

Stock Performance

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Company Profile: HEFA

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 18 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: HEFA
2026 Q2 Stats Unlock in 19 days 425 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 425 421 0.95%
13F Shares 133M 134M -0.72%
Total Value $5.57B $5.54B 0.56%
New Positions 51 58 -7
Increased Positions 103 141 -38
Closed Positions 47 52 -5
Reduced Positions 170 153 +17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HEFA

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Financial Highlights

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Institutional Holders (2026 Q1)

425 + 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:
Top 25 HEFA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paradigm, Strategies in Wealth Management, LLC 11.44% 396,691 $16.9M
2 Lighthouse Wealth Management Inc. 9.95% 344,555 $14.6M
3 Immaculate Wealth Management LLC 9.17% 27,321 $1.2M
4 Verde Capital Management 7.56% 831,540 $35.3M
5 Blankinship & Foster, LLC 7.41% 789,104 $33.5M
6 Act Wealth Management, LLC 7.39% 517,694 $22.0M
7 Perspective Wealth Advisors LLC 7.22% 261,821 $11.1M
8 Cyr Financial Inc. 6.21% 248,421 $10.6M
9 Partners Capital Investment Group, LLP 5.73% 3,579,217 $152.1M
10 Sachem Hill LLC 5.70% 693,072 $29.5M
11 Crumly & Associates Inc. 5.51% 616,666 $26.2M
12 Delta Wealth Advisors LLC 5.24% 161,958 $6.9M
13 Denver PWM, LLC 5.11% 332,933 $14.9M
14 Prasad Wealth Partners, LLC 5.11% 441,387 $18.8M
15 Vermillion & White Wealth Management Group, LLC 4.36% 153,475 $5.6M
16 Darrow Company, Inc. 4.27% 223,202 $9.5M
17 PCA Investment Advisory Services Inc. 4.20% 295,941 $12.6M
18 Clarity Retirement & Wealth, LLC 4.10% 119,745 $5.1M
19 Quotient Wealth Partners, LLC 3.77% 3,367,759 $143.1M
20 Summitpoint Capital Management 3.71% 70,634 $2.9M
21 Matters Capital LLC 3.63% 96,271 $4.1M
22 Tulsa Wealth Advisors, INC 3.18% 427,085 $18.1M
23 Coldstream Capital Management Inc 3.10% 5,929,029 $252.0M
24 DecisionMap Wealth Management, LLC 3.02% 109,895 $4.7M
25 WESCAP Management Group, Inc. 2.93% 350,321 $14.9M
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)

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.

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