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

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

As of today, IUSB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.9% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (June 30, 2026), IUSB gained -1.4% vs +3.0% 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 (IUSB)

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

Smart Money Signals — IUSB

Based on 858 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added IUSB 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

858 hedge funds hold IUSB 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 — +18% more funds vs a year ago

fund count last 6Q

+130 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 70% buying

586 buying253 selling

Last quarter: 586 funds were net buyers (92 opened a brand new position + 494 added to an existing one). Only 253 were sellers (183 trimmed + 70 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~92 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 88 → 155 → 88 → 92. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 24% medium ■ 22% new

462 out of 858 hedge funds have held IUSB 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

82 → 88 → 155 → 88 → 92 new funds/Q

New funds entering each quarter: 88 → 155 → 88 → 92. IUSB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 57% veterans vs 26% newcomers

■ 57% veterans ■ 17% 1-2yr ■ 26% new

Entry-cohort mix of 858 holders: 490 (57%) are 2+ year veterans, 142 entered 1–2 years ago, and 226 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds

29 of 857 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in IUSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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	856	836	2.39%
13F Shares	903M	747M	20.87%
Total Value	$40.23B	$33.32B	20.76%
New Positions	91	88	+3
Increased Positions	494	451	+43
Closed Positions	70	80	-10
Reduced Positions	183	211	-28
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

856

836

2.39%

13F Shares

903M

747M

20.87%

Total Value

$40.23B

$33.32B

20.76%

New Positions

Increased Positions

494

451

+43

Closed Positions

-10

Reduced Positions

183

211

-28

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

856 + investors

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

QUARTER:

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

Top 25 IUSB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mason & Associates, LLC	28.29%	2,945,948	$136.0M
2	Stash Investments, LLC	16.48%	1,108,163	$51.1M
3	Landmark Wealth Management, INC.	11.13%	728,740	$33.6M
4	Elevation Wealth Partners, LLC	10.74%	777,144	$35.9M
5	ONE Advisory Partners, LLC	9.89%	787,646	$36.3M
6	Skyline Advisors, Inc.	9.42%	650,653	$30.0M
7	Affinity Capital Advisors, LLC	8.16%	1,435,965	$66.1M
8	Stone House Investment Management, LLC	7.99%	1,302,975	$60.1M
9	Johnson Financial Group, Inc.	7.77%	5,120,362	$236.3M
10	Mcmorgan & Co LLC	7.64%	1,099,343	$50.7M
11	Intelligence Driven Advisers, LLC	7.63%	1,019,072	$47.0M
12	Keystone Financial Services	7.61%	640,210	$29.5M
13	Shared Vision Wealth Group LLC	7.23%	455,884	$21.0M
14	Elevated Financial Group LLC	7.13%	563,378	$26.0M
15	Compass Ion Advisors, LLC	7.12%	1,789,088	$82.6M
16	GeoWealth Management, LLC	6.95%	4,787,854	$221.0M
17	J.M. Arbour, LLC	6.91%	173,800	$8.0M
18	SigFig Wealth Management, LLC	6.76%	5,503,503	$254.9M
19	Portfolio Resources Advisor Group, Inc.	6.73%	172,509	$8.0M
20	Alterna Wealth Management, Inc	6.72%	253,902	$11.7M
21	Resolute Wealth Advisor, INC.	6.69%	254,454	$11.8M
22	Sharkey, Howes & Javer	6.68%	1,199,567	$55.4M
23	Xena Financial Planning, LLC	6.55%	147,870	$6.8M
24	Davis Wealth Advisors, LLC	6.50%	182,131	$8.4M
25	5T Wealth, LLC	6.40%	372,482	$17.2M

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 (IUSB)

What does the Smart Money Trend signal show for IUSB?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IUSB 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 IUSB?

More buyers than sellers — 70% buying: Last quarter: 586 funds were net buyers (92 opened a brand new position + 494 added to an existing one). Only 253 were sellers (183 trimmed + 70 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IUSB holders?

Elite ownership — 69% AUM from top-100 funds: 29 of 857 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in IUSB. 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 IUSB?

54% of holders stayed for 2+ years: 462 out of 858 hedge funds have held IUSB 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 (IUSB) following the 2026 Q2 hedge fund 13F filings?

As of today, IUSB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.9% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (June 30, 2026), IUSB has gained -1.4% vs +3.0% 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 (IUSB)

Smart Money Signals — IUSB

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Steady growth — +18% more funds vs a year ago

More buyers than sellers — 70% buying

Steady new buyers — ~92 new funds per quarter

54% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 57% veterans vs 26% newcomers

Elite ownership — 69% AUM from top-100 funds

Institutional Sentiment Summary — IUSB

Hedge Fund Ownership: IUSB

Market Analysis: IUSB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IUSB

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

Hedge Fund Positioning: IUSB

Statistics: IUSB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (IUSB)

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