Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares U S ETF Tr (MEAR)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — MEAR

Based on 215 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
215 hedge funds hold MEAR 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.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+30% 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.
🟡

Slight buying edge — 52% buying

106 buying99 selling
Last quarter: 106 funds bought or added vs 99 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 27 → 20 → 45 → 26. 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.
🔒

43% of holders stayed for 2+ years

43% conviction (2yr+) 31% medium 26% new
93 out of 215 hedge funds have held MEAR 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.
🚀

Acceleration phase — new buyers rushing in

25 → 27 → 20 → 45 → 26 new funds/Q
New funds entering each quarter: 27 → 20 → 45 → 26. 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.
🏛️

Deep conviction — 46% of holders stayed 2+ years

46% veterans 17% 1-2yr 37% new
Of 215 current holders: 99 (46%) 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.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
14 of 215 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — MEAR

In 2026 Q1, 106 hedge funds were net buyers of MEAR (26 opened a new position, 80 added to an existing one), while 99 reduced or exited (73 trimmed, 26 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 32% of total institutional value in MEAR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 215.

Hedge Fund Ownership: MEAR

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

Market Analysis: MEAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MEAR

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

Is It Too Late to Buy Ishares U S ETF Tr (MEAR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MEAR 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 · 78d ago
MEAR
+-0.0%
SPY
+15.9%

MEAR outperformed SPY by -15.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
MEAR
+0.4%
SPY
+2.0%

Since the filing became public, MEAR outperformed SPY by -1.6% .

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.

6 top-rated funds 3 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: MEAR
215 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 215 215 -
13F Shares 21M 21M 0.4%
Total Value $1.02B $1.04B -1.96%
New Positions 26 45 -19
Increased Positions 80 83 -3
Closed Positions 26 18 +8
Reduced Positions 73 56 +17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MEAR

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Institutional Holders (2026 Q1)

215 + investors

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

QUARTER:
Top 25 MEAR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rockwood Wealth Management, LLC 8.20% 2,276,419 $114.6M
2 Resonant Capital Advisors, LLC 4.41% 1,666,710 $83.9M
3 DeLarme Wealth Management, Inc. 4.05% 124,805 $6.3M
4 Pine Harbor Wealth Management, LLC 2.64% 175,063 $8.8M
5 Smart Money Group LLC 2.33% 158,802 $8.0M
6 Ullmann Wealth Partners Group, LLC 2.28% 435,832 $21.9M
7 Quantify Chaos Advisors, LLC 1.77% 11,254 $567K
8 Cresta Advisors, Ltd. 1.62% 78,767 $4.0M
9 Clarity Asset Management, Inc. 1.52% 59,671 $3.0M
10 Crewe Advisors LLC 1.32% 307,365 $15.5M
11 55 North Private Wealth, LLC 1.23% 95,568 $4.8M
12 Elmwood Wealth Management, Inc. 1.23% 88,020 $4.4M
13 Keystone Financial Group, Inc. 1.15% 43,903 $2.2M
14 Cornerstone Financial Management LLC 1.14% 24,656 $1.2M
15 Alexander Randolph Advisory, Inc. 1.10% 25,442 $1.3M
16 DGS Capital Management, LLC 1.08% 130,726 $6.6M
17 Richard P Slaughter Associates Inc 1.04% 95,450 $4.8M
18 Flagship Private Wealth, LLC 1.00% 48,990 $2.5M
19 Portfolio Design Labs, LLC 1.00% 111,610 $5.6M
20 Five Pine Wealth Management 1.00% 31,913 $1.6M
21 Integrated Investment Consultants, LLC 0.92% 86,418 $4.4M
22 Foster Group, Inc. 0.88% 589,876 $29.7M
23 Objective Capital Management, LLC 0.87% 17,211 $866K
24 Henderson Brothers Financial Partners, LLC 0.82% 64,010 $3.2M
25 Lakeridge Wealth Management LLC 0.69% 31,775 $1.6M
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 U S ETF Tr (MEAR)

What does the Smart Money Trend signal show for MEAR?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for MEAR?

Slight buying edge — 52% buying: Last quarter: 106 funds bought or added vs 99 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MEAR holders?

Strong quality — 32% AUM from major funds: 14 of 215 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MEAR?

43% of holders stayed for 2+ years: 93 out of 215 hedge funds have held MEAR 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 U S ETF Tr (MEAR) following the 2026 Q1 hedge fund 13F filings?

As of today, MEAR has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), MEAR has gained +-0.0% vs +15.9% 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.

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