Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares U S ETF Tr (NEAR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — NEAR

Based on 407 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added NEAR 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
407 hedge funds hold NEAR 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 — +10% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

232 buying156 selling
Last quarter: 232 funds were net buyers (55 opened a brand new position + 177 added to an existing one). Only 156 were sellers (123 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new NEAR position: 39 → 57 → 42 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
240 out of 407 hedge funds have held NEAR 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.
➡️

Steady discovery — ~55 new funds/quarter

41 → 39 → 57 → 42 → 55 new funds/Q
New funds entering each quarter: 39 → 57 → 42 → 55. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 25% newcomers

■ 60% veterans ■ 15% 1-2yr ■ 25% new
Entry-cohort mix of 407 holders: 244 (60%) are 2+ year veterans, 61 entered 1–2 years ago, and 102 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
19 of 407 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in NEAR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — NEAR

In 2026 Q2, 232 hedge funds were net buyers of NEAR (55 opened a new position, 177 added to an existing one), while 156 reduced or exited (123 trimmed, 33 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 48% of total institutional value in NEAR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 407.

Hedge Fund Ownership: NEAR

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

Market Analysis: NEAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NEAR

-- --

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

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

Signal Freshness measures how much NEAR has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 79d ago
NEAR
-1.0%
SPY
+1.4%

NEAR outperformed SPY by -2.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 34d ago
NEAR
-0.4%
SPY
-2.4%

Since the filing became public, NEAR outperformed SPY by +2.0% .

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.

11 top-rated funds 8 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: NEAR
405 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 405 385 5.19%
13F Shares 60M 51M 17.9%
Total Value $2.96B $2.48B 19.2%
New Positions 54 42 +12
Increased Positions 176 178 -2
Closed Positions 34 49 -15
Reduced Positions 123 111 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NEAR

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Institutional Holders (2026 Q2)

405 + investors

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

QUARTER:
Top 25 NEAR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alexander Randolph Advisory, Inc. 19.96% 478,466 $24.2M
2 Clearwater Capital Advisors, LLC 12.06% 3,249,759 $164.6M
3 Timmons Wealth Management, LLC 10.30% 278,069 $14.1M
4 Bramshill Investments, LLC 10.10% 2,605,312 $132.0M
5 OakTrust Wealth Advisors, LLC 6.85% 156,826 $7.9M
6 Maimon Wealth Management LTD. 6.75% 172,910 $8.8M
7 Weil Company, Inc. 5.21% 583,651 $29.6M
8 Integrated Investment Consultants, LLC 4.28% 439,042 $21.7M
9 Selby Wealth Management, LLC 2.90% 161,291 $8.2M
10 Kraft, Davis & Associates, LLC 2.73% 259,050 $13.1M
11 Cadia Private Client LLC 2.69% 73,894 $3.7M
12 Syntegra Private Wealth Group, LLC 2.53% 644,912 $32.7M
13 Kure Advisory, LLC 2.37% 98,616 $5.0M
14 Ifrah Financial Services, Inc. 2.24% 180,947 $9.2M
15 Hardworking Capital Advisors, LLC 2.14% 51,673 $2.6M
16 United Services Automobile Association 2.00% 490,400 $24.8M
17 Bond & Devick Financial Network, Inc. 1.99% 159,205 $8.1M
18 Unified Investment Management 1.93% 41,415 $2.1M
19 Proathlete Wealth Management LLC 1.91% 154,765 $7.7M
20 Meramec Financial Planners, LLC 1.91% 103,366 $5.2M
21 Optivise Advisory Services LLC 1.85% 72,004 $3.6M
22 Finhabits Advisors LLC 1.76% 41,416 $2.1M
23 WJ Wealth Management, LLC 1.75% 87,652 $4.4M
24 Alpha Financial Advisors, LLC 1.61% 121,315 $6.1M
25 First Citizens Financial Corp 1.60% 75,443 $3.8M
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 (NEAR)

What does the Smart Money Trend signal show for NEAR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NEAR 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 NEAR?

More buyers than sellers — 60% buying: Last quarter: 232 funds were net buyers (55 opened a brand new position + 177 added to an existing one). Only 156 were sellers (123 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NEAR holders?

Elite ownership — 48% AUM from top-100 funds: 19 of 407 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in NEAR. 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 NEAR?

59% of holders stayed for 2+ years: 240 out of 407 hedge funds have held NEAR 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 (NEAR) following the 2026 Q2 hedge fund 13F filings?

As of today, NEAR has moved -0.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of +2.0%. Since the quarter end (June 30, 2026), NEAR has gained -1.0% vs +1.4% 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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