Ishares Tr (NYF): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ishares Tr (NYF) following the 2026 Q1 hedge fund 13F filings?

As of today, NYF has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), NYF gained +1.3% vs +15.1% 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 (NYF)

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

Smart Money Signals — NYF

Based on 208 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added NYF 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

208 hedge funds hold NYF 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 — +24% more funds vs a year ago

fund count last 6Q

+40 new funds entered over the past year (+24% 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 — 70% buying

128 buying56 selling

Last quarter: 128 funds were net buyers (32 opened a brand new position + 96 added to an existing one). Only 56 were sellers (44 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 19 → 21 → 28 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 25% medium ■ 25% new

105 out of 208 hedge funds have held NYF 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

22 → 19 → 21 → 28 → 32 new funds/Q

New funds entering each quarter: 19 → 21 → 28 → 32. A growing number of institutions are discovering NYF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 52% veterans vs 32% newcomers

■ 52% veterans ■ 15% 1-2yr ■ 32% new

Entry-cohort mix of 208 holders: 109 (52%) are 2+ year veterans, 32 entered 1–2 years ago, and 67 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds

23 of 208 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	206	188	9.57%
13F Shares	13M	12M	8.7%
Total Value	$667M	$629M	5.96%
New Positions	31	28	+3
Increased Positions	95	95	-
Closed Positions	13	12	+1
Reduced Positions	44	28	+16
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

206

188

9.57%

13F Shares

13M

12M

8.7%

Total Value

$667M

$629M

5.96%

New Positions

Increased Positions

Closed Positions

Reduced Positions

+16

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

206 + investors

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

QUARTER:

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

Top 25 NYF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	High Probability Advisors, LLC	5.27%	775,203	$41.2M
2	Satovsky Asset Management LLC	2.94%	314,060	$16.7M
3	Myecfo, LLC	2.66%	119,530	$6.3M
4	Note Advisors, LLC	2.56%	96,345	$5.1M
5	Durante & Waters, LLC	2.20%	57,294	$3.0M
6	Legacy Edge Advisors, LLC	1.96%	350,771	$18.6M
7	Whitegate Investment Counselors, Inc.	1.59%	94,080	$5.0M
8	Emergent Wealth Advisors, LLC	1.22%	38,810	$2.1M
9	Godfrey Financial Associates, Inc.	1.00%	21,884	$1.2M
10	Westfuller Advisors, LLC	0.86%	37,691	$2.0M
11	Equita Financial Network, Inc.	0.82%	49,278	$2.6M
12	Alesco Advisors, LLC, An ESL Co	0.62%	461,036	$24.5M
13	Klingman & Associates, LLC	0.61%	239,875	$12.7M
14	Brighton Securities CORP.	0.60%	23,553	$1.3M
15	SOA Wealth Advisors, LLC.	0.59%	59,144	$3.1M
16	James J. Burns & Company, LLC	0.52%	72,276	$3.8M
17	Conquis Financial LLC	0.48%	10,852	$583K
18	Facet Wealth, Inc.	0.48%	522,876	$27.8M
19	Arrow Financial Corp	0.46%	86,120	$4.6M
20	Hudson Oak Wealth Advisory LLC	0.45%	9,679	$514K
21	Level Financial Advisors	0.44%	32,800	$1.7M
22	Astoria Strategic Wealth, Inc.	0.43%	32,220	$1.7M
23	21 West Wealth Management LLC	0.42%	8,472	$450K
24	Cora Capital Advisors LLC	0.42%	23,700	$1.3M
25	Members Advisory Group LLC	0.39%	21,542	$1.1M

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 (NYF)

What does the Smart Money Trend signal show for NYF?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added NYF 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 NYF?

More buyers than sellers — 70% buying: Last quarter: 128 funds were net buyers (32 opened a brand new position + 96 added to an existing one). Only 56 were sellers (44 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NYF holders?

Strong quality — 30% AUM from major funds: 23 of 208 holders rank in the top 100 by AUM, accounting for 30% 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 NYF?

50% of holders stayed for 2+ years: 105 out of 208 hedge funds have held NYF 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 (NYF) following the 2026 Q1 hedge fund 13F filings?

As of today, NYF has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), NYF has gained +1.3% vs +15.1% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Ishares Tr (NYF)

Smart Money Signals — NYF

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +24% more funds vs a year ago

More buyers than sellers — 70% buying

Steady new buyers — ~32 new funds per quarter

50% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 52% veterans vs 32% newcomers

Strong quality — 30% AUM from major funds

Institutional Sentiment Summary — NYF

Hedge Fund Ownership: NYF

Market Analysis: NYF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NYF

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

Hedge Fund Positioning: NYF

Statistics: NYF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (NYF)

Welcome to 13Foresight!