Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (HEZU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
38%

Smart Money Signals — HEZU

Based on 99 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HEZU 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 (100% of max)

100% of all-time peak
99 hedge funds hold HEZU 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.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 38% buying

30 buying48 selling
Last quarter: 48 funds sold vs only 30 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new HEZU position: 14 → 17 → 10 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 32% medium ■ 19% new
48 out of 99 hedge funds have held HEZU 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 — ~17 new funds/quarter

20 → 14 → 17 → 10 → 17 new funds/Q
New funds entering each quarter: 14 → 17 → 10 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 26% newcomers

■ 56% veterans ■ 18% 1-2yr ■ 26% new
Entry-cohort mix of 99 holders: 55 (56%) are 2+ year veterans, 18 entered 1–2 years ago, and 26 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 71% AUM from top-100 funds

71% from top-100 AUM funds
18 of 99 holders are among the 100 largest funds by AUM, controlling 71% of total institutional value in HEZU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — HEZU

In 2026 Q2, 30 hedge funds were net buyers of HEZU (17 opened a new position, 13 added to an existing one), while 48 reduced or exited (38 trimmed, 10 sold completely) — a 38% buyer ratio, indicating net institutional distribution. 71% of total institutional value in HEZU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 99.

Hedge Fund Ownership: HEZU

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

Market Analysis: HEZU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HEZU

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: HEZU
98 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 98 92 6.52%
13F Shares 6M 7M -20.79%
Total Value $279M $313M -10.88%
New Positions 16 10 +6
Increased Positions 13 26 -13
Closed Positions 10 10 -
Reduced Positions 38 34 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HEZU

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Institutional Holders (2026 Q2)

98 + investors

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

QUARTER:
Top 25 HEZU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Comprehensive Wealth Management, LLC 0.75% 32,708 $1.6M
2 Stanich Group LLC 0.68% 21,665 $1.1M
3 Robertson Stephens Wealth Management, LLC 0.32% 257,497 $12.9M
4 Valor Advisors LLC 0.25% 6,859 $300K
5 Connecticut Wealth Management, LLC 0.19% 100,276 $5.0M
6 Three Bridge Wealth Advisors, LLC 0.18% 14,225 $713K
7 Sierra Capital LLC 0.13% 27,301 $1.4M
8 Westfuller Advisors, LLC 0.11% 5,905 $296K
9 Detalus Advisors, LLC 0.09% 9,470 $475K
10 Dimension Capital Management LLC 0.09% 14,953 $750K
11 Piscataqua Savings Bank 0.08% 2,234 $112K
12 Formidable Asset Management, LLC 0.06% 9,234 $404K
13 Quotient Wealth Partners, LLC 0.05% 41,363 $2.1M
14 EP Wealth Advisors, LLC 0.04% 234,774 $11.8M
15 Insight Wealth Strategies, LLC 0.04% 7,331 $363K
16 Summit Financial, LLC 0.03% 51,495 $2.6M
17 One Wealth Advisors, LLC 0.02% 4,131 $207K
18 Magnus Financial Group LLC 0.02% 4,606 $231K
19 HighTower Advisors, LLC 0.02% 310,655 $15.6M
20 Banco Bilbao Vizcaya Argentaria, S.A. 0.01% 47,480 $2.4M
21 Edgemoor Investment Advisors, Inc. 0.01% 4,000 $201K
22 Great Valley Advisor Group, INC. 0.01% 16,570 $831K
23 Sage Mountain Advisors LLC 0.01% 4,087 $205K
24 Capital Investment Advisory Services, LLC 0.01% 3,983 $200K
25 PFG Advisors 0.01% 4,633 $232K
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 (HEZU)

What does the Smart Money Trend signal show for HEZU?

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

Heavy selling pressure — only 38% buying: Last quarter: 48 funds sold vs only 30 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for HEZU holders?

Elite ownership — 71% AUM from top-100 funds: 18 of 99 holders are among the 100 largest funds by AUM, controlling 71% of total institutional value in HEZU. 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 HEZU?

48% of holders stayed for 2+ years: 48 out of 99 hedge funds have held HEZU 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.

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