Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (OEF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -73
Streak
1Q ▼
Buyers last Q
35%

Smart Money Signals — OEF

Based on 1003 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OEF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
1,003 funds currently hold this stock — 93% of the 3.0-year high of 1,076 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+132 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 35% buying

334 buying614 selling
Last quarter: 614 funds sold vs only 334 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-58 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 111 → 114 → 158 → 100. 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.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 19% new
561 out of 1,003 hedge funds have held OEF 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

113 → 111 → 114 → 158 → 100 new funds/Q
New funds entering each quarter: 111 → 114 → 158 → 100. A growing number of institutions are discovering OEF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 25% newcomers

■ 60% veterans ■ 15% 1-2yr ■ 25% new
Entry-cohort mix of 1,009 holders: 601 (60%) are 2+ year veterans, 156 entered 1–2 years ago, and 252 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
33 of 998 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in OEF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — OEF

In 2026 Q1, 334 hedge funds were net buyers of OEF (100 opened a new position, 234 added to an existing one), while 614 reduced or exited (441 trimmed, 173 sold completely) — a 35% buyer ratio, indicating net institutional distribution. 49% of total institutional value in OEF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -73 funds (more exits than new entries). Total institutional holders: 1003.

Hedge Fund Ownership: OEF

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

Market Analysis: OEF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OEF

-- --

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

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

Signal Freshness measures how much OEF 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 · 82d ago
OEF
+15.9%
SPY
+15.1%

OEF outperformed SPY by +0.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
OEF
+0.0%
SPY
+1.3%

Since the filing became public, OEF outperformed SPY by -1.3% .

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.

29 top-rated funds 26 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: OEF
990 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 990 1076 -7.99%
13F Shares 37M 68M -45.7%
Total Value $11.09B $22.63B -50.98%
New Positions 93 158 -65
Increased Positions 231 408 -177
Closed Positions 179 62 +117
Reduced Positions 437 273 +164
Total Calls 6 3 100.0%
Total Puts 5 3 66.67%
PUT/CALL Ratio 0.83 1.0 Neutral

Statistics: OEF

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

990 + investors

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

QUARTER:
Top 25 OEF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ackerman Asset Management, LLC 19.44% 87,574 $27.9M
2 Cm Wealth Advisors LLC 16.37% 241,705 $76.9M
3 Marin Bay Wealth Advisors, LLC 14.63% 76,486 $24.3M
4 Panoramic Capital Partners, LLC 12.26% 62,556 $19.9M
5 Wealth Forward, LLC 10.73% 59,761 $19.0M
6 Demars Financial Group, LLC 10.53% 100,515 $32.0M
7 Avid Wealth Partners LLC 9.04% 60,105 $19.1M
8 RIA Advisory Group LLC 8.72% 115,339 $36.7M
9 MB Generational Wealth, LLC 8.07% 45,861 $14.6M
10 Yanni & Associates Investment Advisors, LLC 7.74% 23,460 $7.5M
11 Es4, LLC 6.18% 30,102 $9.6M
12 PMG Wealth Management, Inc. 6.12% 26,690 $8.5M
13 SNS Financial Group, LLC 6.08% 221,694 $70.5M
14 Cardinal Strategic Wealth Guidance 5.64% 67,234 $21.4M
15 Financial Partners Group, Inc 4.30% 113,101 $36.0M
16 Asempa Wealth Advisors 4.29% 15,380 $4.9M
17 TSA Wealth Managment LLC 4.27% 41,578 $13.2M
18 Kilter Group LLC 4.21% 30,729 $9.8M
19 Wealth Group Ltd 4.11% 56,788 $18.1M
20 W Advisors, LLC 3.65% 22,412 $7.1M
21 Financial Enhancement Group LLC 3.57% 82,383 $28.8M
22 Investors Research Corp 3.56% 58,637 $18.7M
23 Polar Asset Management Partners Inc. 3.55% 1,565,300 $177.6M
24 Fiduciary Planning LLC 3.36% 34,927 $11.1M
25 Fsa Wealth Partners, INC. 3.35% 22,141 $7.0M
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 (OEF)

What does the Smart Money Trend signal show for OEF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OEF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OEF?

Heavy selling pressure — only 35% buying: Last quarter: 614 funds sold vs only 334 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for OEF holders?

Elite ownership — 49% AUM from top-100 funds: 33 of 998 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in OEF. 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 OEF?

56% of holders stayed for 2+ years: 561 out of 1,003 hedge funds have held OEF 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 (OEF) following the 2026 Q1 hedge fund 13F filings?

As of today, OEF has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.3%. Since the quarter end (March 31, 2026), OEF has gained +15.9% 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.

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.

Full history →