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

Ishares Tr (LMUB)

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

Smart Money Signals — LMUB

Based on 182 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 5Q

For 2 consecutive quarters, more hedge funds added LMUB 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

182 hedge funds hold LMUB right now — the highest count in 1.5 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.

🚀

Fast accumulation — +5967% more funds vs a year ago

fund count last 6Q

+179 new funds entered over the past year (+5967% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 87% buying

162 buying24 selling

Last quarter: 162 funds were net buyers (52 opened a brand new position + 110 added to an existing one). Only 24 were sellers (12 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-86 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 4 → 0 → 138 → 52. 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.

🔄

Mostly new holders — 97% entered in last year

■ 0% conviction (2yr+) ■ 3% medium ■ 97% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🚀

Acceleration phase — new buyers rushing in

1 → 4 → 0 → 138 → 52 new funds/Q

New funds entering each quarter: 4 → 0 → 138 → 52. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 99% of holders entered in last year

■ 0% veterans ■ 1% 1-2yr ■ 99% new

Of 182 current holders: 180 (99%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds

11 of 182 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in LMUB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

7.4

out of 10

High Exit Risk

Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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	182	142	28.17%
13F Shares	37M	30M	24.45%
Total Value	$1.84B	$1.43B	28.51%
New Positions	52	138	-86
Increased Positions	110	2	+108
Closed Positions	12	1	+11
Reduced Positions	12	2	+10
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

182

142

28.17%

13F Shares

37M

30M

24.45%

Total Value

$1.84B

$1.43B

28.51%

New Positions

138

-86

Increased Positions

110

+108

Closed Positions

+11

Reduced Positions

+10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

182 + investors

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

QUARTER:

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

Top 25 LMUB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	KM Capital Management Ltd.	10.65%	442,423	$22.7M
2	Buttonwood Financial Group, LLC	5.72%	195,270	$10.0M
3	LiftPoint Family Wealth Advisors LLC	2.48%	71,316	$3.7M
4	Detalus Advisors, LLC	1.95%	195,227	$10.0M
5	One Wealth Advisors, LLC	1.90%	336,349	$17.2M
6	One Wealth Capital Management, LLC	1.83%	127,065	$6.5M
7	Manhattan West Asset Management, LLC	1.77%	206,883	$10.6M
8	Watershed Private Wealth LLC	1.74%	120,450	$6.2M
9	Atlatl Advisers LLC	1.56%	128,359	$6.6M
10	Kelly Financial Services LLC	1.44%	131,465	$6.7M
11	ONE Advisory Partners, LLC	1.29%	92,813	$4.8M
12	Tyche Wealth Partners LLC	1.11%	154,916	$7.9M
13	May Hill Capital, LLC	1.07%	99,644	$5.1M
14	Icon Wealth Advisors, LLC	0.94%	303,512	$15.5M
15	Able Wealth Management LLC	0.81%	69,016	$3.5M
16	Core Wealth Advisors, LLC	0.77%	20,459	$1.0M
17	Polaris Investment Advisors, LLC	0.76%	23,304	$1.2M
18	Conquis Financial LLC	0.76%	18,432	$944K
19	SMART Wealth LLC	0.76%	68,464	$3.5M
20	Retirement Wealth Solutions LLC	0.75%	26,539	$1.4M
21	Zenith Solutions, INC.	0.65%	13,943	$714K
22	Theory Financial LLC	0.63%	38,963	$2.0M
23	Curtis Wealth Management LLC	0.51%	11,860	$607K
24	Seeds Investor LLC	0.51%	96,615	$4.9M
25	Capital Asset Managemnet, LLC	0.51%	4,382	$224K

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 (LMUB)

What does the Smart Money Trend signal show for LMUB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added LMUB 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 LMUB?

More buyers than sellers — 87% buying: Last quarter: 162 funds were net buyers (52 opened a brand new position + 110 added to an existing one). Only 24 were sellers (12 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LMUB holders?

Elite ownership — 68% AUM from top-100 funds: 11 of 182 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in LMUB. 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 LMUB?

Mostly new holders — 97% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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 (LMUB)

Smart Money Signals — LMUB

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +5967% more funds vs a year ago

More buyers than sellers — 87% buying

Fewer new buyers each quarter (-86 vs last Q)

Mostly new holders — 97% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 99% of holders entered in last year

Elite ownership — 68% AUM from top-100 funds

Institutional Sentiment Summary — LMUB

Hedge Fund Ownership: LMUB

Market Analysis: LMUB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LMUB

Hedge Fund Positioning: LMUB

Statistics: LMUB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (LMUB)

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