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

Q: Is it too late to buy Ishares Tr (OEF) following the 2026 Q2 hedge fund 13F filings?

As of today, OEF has moved +0.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +2.3%. Since the quarter end (June 30, 2026), OEF gained +4.9% vs +3.1% 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 (OEF)

1K + Investors. Track Smart Money conviction in OEF. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — OEF

Based on 1026 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 OEF 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 (95% of max)

95% of all-time peak

1,026 hedge funds hold OEF 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 — +11% more funds vs a year ago

fund count last 6Q

+100 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 41% buying

333 buying478 selling

Last quarter: 478 funds reduced or exited vs 333 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~95 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 115 → 159 → 100 → 95. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 24% medium ■ 17% new

605 out of 1,026 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.

💰

Price up while funds trimmed (+12% value, -5% shares)

Value

+12%

-4%

Last quarter: total value of institutional OEF holdings rose +12% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📊

Peak discovery — momentum slowing

112 → 115 → 159 → 100 → 95 new funds/Q

New funds entering each quarter: 115 → 159 → 100 → 95. OEF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 62% veterans vs 22% newcomers

■ 62% veterans ■ 16% 1-2yr ■ 22% new

Entry-cohort mix of 1,033 holders: 637 (62%) are 2+ year veterans, 169 entered 1–2 years ago, and 227 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

38 of 1025 holders are among the 100 largest funds by AUM, controlling 55% 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.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	1016	1004	1.2%
13F Shares	35M	37M	-5.13%
Total Value	$12.47B	$11.12B	12.19%
New Positions	92	100	-8
Increased Positions	233	233	-
Closed Positions	79	174	-95
Reduced Positions	403	440	-37
Total Calls	5	6	-16.67%
Total Puts	3	5	-40.0%
PUT/CALL Ratio	0.6	0.83	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1016

1004

1.2%

13F Shares

35M

37M

-5.13%

Total Value

$12.47B

$11.12B

12.19%

New Positions

100

-8

Increased Positions

233

Closed Positions

174

-95

Reduced Positions

403

440

-37

Total Calls

-16.67%

Total Puts

-40.0%

PUT/CALL Ratio

0.6

0.83

Bullish

Institutional Holders (2026 Q2)

1K + 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:

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

Top 25 OEF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ackerman Asset Management, LLC	19.27%	87,797	$32.1M
2	Cm Wealth Advisors LLC	15.88%	240,621	$88.0M
3	Panoramic Capital Partners, LLC	11.21%	64,788	$23.7M
4	Wealth Forward, LLC	10.88%	59,704	$21.8M
5	MB Generational Wealth, LLC	8.16%	45,493	$16.6M
6	Yanni & Associates Investment Advisors, LLC	7.91%	23,424	$8.6M
7	Demars Financial Group, LLC	7.43%	73,270	$26.8M
8	Marin Bay Wealth Advisors, LLC	7.39%	76,612	$28.0M
9	PMG Wealth Management, Inc.	6.14%	27,139	$9.9M
10	Es4, LLC	5.80%	30,162	$11.0M
11	TSA Wealth Managment LLC	4.32%	41,767	$15.3M
12	Wealth Group Ltd	4.23%	60,430	$22.1M
13	Asempa Wealth Advisors	4.22%	15,459	$5.7M
14	Financial Partners Group, Inc	4.13%	111,256	$40.7M
15	Investors Research Corp	3.80%	57,996	$21.2M
16	Financial Enhancement Group LLC	3.61%	82,739	$30.3M
17	Schorn Wealth LLC	3.47%	36,274	$13.3M
18	Forthright Family Wealth Advisory LLC	3.45%	16,685	$6.1M
19	W Advisors, LLC	3.45%	20,714	$7.6M
20	Alternative Investment Advisors, LLC.	3.28%	23,553	$8.6M
21	Roof Eidam Maycock Peralta, LLC	3.23%	44,874	$16.4M
22	Elevation Capital Advisory, LLC	3.15%	22,318	$8.2M
23	Detalus Advisors, LLC	3.02%	42,409	$15.5M
24	Ridgeline Wealth, LLC	3.00%	14,013	$5.1M
25	Client First Capital LLC	2.93%	20,091	$7.4M

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?

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

More sellers than buyers — 41% buying: Last quarter: 478 funds reduced or exited vs 333 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OEF holders?

Elite ownership — 55% AUM from top-100 funds: 38 of 1025 holders are among the 100 largest funds by AUM, controlling 55% 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?

59% of holders stayed for 2+ years: 605 out of 1,026 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 Q2 hedge fund 13F filings?

As of today, OEF has moved +0.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +2.3%. Since the quarter end (June 30, 2026), OEF has gained +4.9% vs +3.1% 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.

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Ishares Tr (OEF)

Smart Money Signals — OEF

Buying streak — 1 quarter in a row

At the ownership peak (95% of max)

Steady growth — +11% more funds vs a year ago

More sellers than buyers — 41% buying

Steady new buyers — ~95 new funds per quarter

59% of holders stayed for 2+ years

Price up while funds trimmed (+12% value, -5% shares)

Peak discovery — momentum slowing

Veteran-anchored — 62% veterans vs 22% newcomers

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — OEF

Hedge Fund Ownership: OEF

Market Analysis: OEF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OEF

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

Hedge Fund Positioning: OEF

Statistics: OEF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (OEF)

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