Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (HEZU)

91 + 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
↑ +1
Streak
2Q ▲
Buyers last Q
46%

Smart Money Signals — HEZU

Based on 92 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
92 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding HEZU is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

36 buying43 selling
Last quarter: 43 funds reduced or exited vs 36 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 19 → 14 → 17 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 29% medium ■ 17% new
49 out of 92 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.
📊

Peak discovery — momentum slowing

26 → 19 → 14 → 17 → 10 new funds/Q
New funds entering each quarter: 19 → 14 → 17 → 10. HEZU 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 — 57% of holders stayed 2+ years

■ 57% veterans ■ 14% 1-2yr ■ 29% new
Of 92 current holders: 52 (57%) 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 — 69% AUM from top-100 funds

69% from top-100 AUM funds
20 of 92 holders are among the 100 largest funds by AUM, controlling 69% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — HEZU

In 2026 Q1, 36 hedge funds were net buyers of HEZU (10 opened a new position, 26 added to an existing one), while 43 reduced or exited (34 trimmed, 9 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 69% of total institutional value in HEZU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 92.

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

-- --

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

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

Signal Freshness measures how much HEZU has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
HEZU
+14.5%
SPY
+13.9%

HEZU outperformed SPY by +0.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
HEZU
+6.6%
SPY
+0.2%

Since the filing became public, HEZU outperformed SPY by +6.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: HEZU
91 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 91 91 -
13F Shares 7M 8M -11.03%
Total Value $313M $363M -13.76%
New Positions 9 17 -8
Increased Positions 26 23 +3
Closed Positions 9 14 -5
Reduced Positions 34 34 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HEZU

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

91 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Insight Wealth Strategies, LLC 1.14% 234,524 $10.2M
2 Comprehensive Wealth Management, LLC 0.89% 40,420 $1.8M
3 Stanich Group LLC 0.59% 17,749 $776K
4 Robertson Stephens Wealth Management, LLC 0.32% 257,568 $11.3M
5 Connecticut Wealth Management, LLC 0.18% 100,276 $4.4M
6 Three Bridge Wealth Advisors, LLC 0.17% 14,225 $622K
7 Piscataqua Savings Bank 0.12% 3,765 $165K
8 Westfuller Advisors, LLC 0.11% 5,905 $258K
9 Detalus Advisors, LLC 0.10% 9,728 $425K
10 Dimension Capital Management LLC 0.09% 14,953 $653K
11 TSA Wealth Managment LLC 0.08% 5,697 $249K
12 Formidable Asset Management, LLC 0.06% 9,161 $401K
13 EP Wealth Advisors, LLC 0.05% 237,292 $10.4M
14 Quotient Wealth Partners, LLC 0.05% 42,791 $1.9M
15 Summit Financial, LLC 0.03% 52,952 $2.3M
16 Simplicity Wealth,LLC 0.02% 7,192 $314K
17 Magnus Financial Group LLC 0.02% 4,606 $201K
18 HighTower Advisors, LLC 0.01% 310,863 $13.6M
19 Great Valley Advisor Group, INC. 0.01% 16,570 $724K
20 Capital Investment Advisory Services, LLC 0.01% 3,983 $174K
21 Sage Mountain Advisors LLC 0.01% 4,087 $179K
22 Diversified Trust Co 0.01% 14,160 $619K
23 PFG Advisors 0.01% 5,375 $235K
24 EPG Wealth Management LLC 0.01% 938 $41K
25 Ascent Group, LLC 0.01% 5,594 $244K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More sellers than buyers — 46% buying: Last quarter: 43 funds reduced or exited vs 36 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 HEZU holders?

Elite ownership — 69% AUM from top-100 funds: 20 of 92 holders are among the 100 largest funds by AUM, controlling 69% 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?

53% of holders stayed for 2+ years: 49 out of 92 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.

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

As of today, HEZU has moved +6.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +6.4%. Since the quarter end (March 31, 2026), HEZU has gained +14.5% 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.

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.

Full history →