Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IUSB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +76
Streak
11Q ▲
Buyers last Q
63%

Smart Money Signals — IUSB

Based on 770 hedge funds · latest filing: 2025 Q4 · 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
770 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 — +16% more funds vs a year ago

fund count last 6Q
+107 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

483 buying287 selling
Last quarter: 483 funds were net buyers (137 opened a brand new position + 346 added to an existing one). Only 287 were sellers (226 trimmed + 61 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+58 vs last Q)

new funds entering per quarter
Funds opening a new IUSB position: 88 → 72 → 79 → 137. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 25% medium ■ 21% new
414 out of 770 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.
📈

Growing discovery — still being found

112 → 88 → 72 → 79 → 137 new funds/Q
New funds entering each quarter: 88 → 72 → 79 → 137. A growing number of institutions are discovering IUSB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 16% 1-2yr ■ 31% new
Of 770 current holders: 410 (53%) 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 — 49% AUM from top-100 funds

49% from top-100 AUM funds
23 of 770 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.7
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.

Hedge Fund Ownership: IUSB

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

Market Analysis: IUSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IUSB

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 48 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IUSB
2026 Q1 Stats Unlock in 14 days 770 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 770 694 10.95%
13F Shares 687M 676M 1.66%
Total Value $34.63B $31.54B 9.8%
New Positions 137 79 +58
Increased Positions 346 252 +94
Closed Positions 61 73 -12
Reduced Positions 226 306 -80
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IUSB

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

770 + investors

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

Top 25 institutional holders of IUSB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mason & Associates, LLC 30.64% 2,897,250 $133.8M
2 Stash Investments, LLC 17.71% 988,610 $45.7M
3 LANDMARK WEALTH MANAGEMENT, INC. 11.85% 680,126 $31.4M
4 ELEVATION WEALTH PARTNERS, LLC 11.44% 691,129 $31.9M
5 ONE Advisory Partners, LLC 10.12% 711,117 $32.8M
6 MCMORGAN & CO LLC 9.32% 1,247,471 $57.6M
7 Skyline Advisors, Inc. 9.00% 558,459 $25.8M
8 Affinity Capital Advisors, LLC 8.85% 1,366,932 $63.1M
9 True Vision MN LLC 8.82% 370,169 $17.1M
10 Stone House Investment Management, LLC 8.09% 977,212 $45.1M
11 Compass Ion Advisors, LLC 7.73% 1,755,388 $81.1M
12 Xena Financial Planning, LLC 7.27% 139,477 $6.4M
13 SigFig Wealth Management, LLC 7.09% 5,234,998 $241.8M
14 SWP FINANCIAL LLC 7.02% 297,936 $13.8M
15 JACOBSON & SCHMITT ADVISORS, LLC 6.68% 797,346 $36.8M
16 5T Wealth, LLC 6.58% 360,402 $16.6M
17 Sharkey, Howes & Javer 6.12% 983,682 $45.4M
18 Symmetry Partners, LLC 5.93% 2,248,840 $103.9M
19 Polaris Investment Advisors, LLC 5.90% 175,109 $8.1M
20 J.M. Arbour, LLC 5.78% 130,302 $6.0M
21 Global Strategic Investment Solutions, LLC 5.70% 1,266,562 $58.5M
22 Portfolio Resources Advisor Group, Inc. 5.69% 124,072 $5.7M
23 Johnson Bixby & Associates, LLC 5.58% 974,524 $45.0M
24 Bay Harbor Wealth Management, LLC 5.52% 460,907 $21.3M
25 Apeiron RIA LLC 4.72% 440,640 $20.4M
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 — 63% buying: Last quarter: 483 funds were net buyers (137 opened a brand new position + 346 added to an existing one). Only 287 were sellers (226 trimmed + 61 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IUSB holders?

Elite ownership — 49% AUM from top-100 funds: 23 of 770 holders are among the 100 largest funds by AUM, controlling 49% 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: 414 out of 770 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.

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.