Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (OEF)

1K + 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
↑ +86
Streak
7Q ▲
Buyers last Q
63%

Smart Money Signals — OEF

Based on 999 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, 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 (100% of max)

100% of all-time peak
999 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.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+221 new funds entered over the past year (+28% 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 — 63% buying

534 buying309 selling
Last quarter: 534 funds were net buyers (143 opened a brand new position + 391 added to an existing one). Only 309 were sellers (252 trimmed + 57 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+41 vs last Q)

new funds entering per quarter
Funds opening a new OEF position: 102 → 102 → 102 → 143. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 26% medium ■ 20% new
537 out of 999 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 (-13% value, -35% shares)

Value
-13%
Shares
-35%
Last quarter: total value of institutional OEF holdings rose -13% even though funds reduced share count by 35%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

99 → 102 → 102 → 102 → 143 new funds/Q
New funds entering each quarter: 102 → 102 → 102 → 143. A growing number of institutions are discovering OEF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 20% 1-2yr ■ 27% new
Of 1,004 current holders: 534 (53%) 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.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
25 of 999 holders are among the 100 largest funds by AUM, controlling 56% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

56 top-rated funds 47 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: OEF
2026 Q1 Stats Unlock in 20 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1004 917 9.49%
13F Shares 64M 99M -35.19%
Total Value $21.56B $24.78B -12.98%
New Positions 143 102 +41
Increased Positions 396 398 -2
Closed Positions 57 54 +3
Reduced Positions 260 213 +47
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: OEF

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Valuation Measures Data as of: --

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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) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

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.

Top 25 institutional holders of OEF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ackerman Asset Management, LLC 19.44% 87,574 $27.9M
2 Panoramic Capital Partners, LLC 12.26% 62,556 $19.9M
3 Demars Financial Group, LLC 10.53% 100,515 $32.0M
4 RIA Advisory Group LLC 8.72% 115,339 $36.7M
5 Yanni & Associates Investment Advisors, LLC 7.74% 23,460 $7.5M
6 ES4, LLC 6.18% 30,102 $9.6M
7 PMG Wealth Management, Inc. 6.12% 26,690 $8.5M
8 SNS Financial Group, LLC 6.08% 221,694 $70.5M
9 Cardinal Strategic Wealth Guidance 5.64% 67,234 $21.4M
10 Financial Partners Group, Inc 4.30% 113,101 $36.0M
11 Asempa Wealth Advisors 4.29% 15,380 $4.9M
12 Wealth Group Ltd 4.11% 56,788 $18.1M
13 W ADVISORS, LLC 3.65% 22,412 $7.1M
14 Financial Enhancement Group LLC 3.57% 82,383 $28.8M
15 Investors Research Corp 3.56% 58,637 $18.7M
16 Fiduciary Planning LLC 3.36% 34,927 $11.1M
17 FSA WEALTH PARTNERS, INC. 3.35% 22,141 $7.0M
18 Ridgeline Wealth, LLC 3.22% 14,137 $4.5M
19 Runnymede Capital Advisors, Inc. 3.11% 11,388 $3.6M
20 Detalus Advisors, LLC 3.10% 42,673 $13.6M
21 Polaris Investment Advisors, LLC 3.09% 13,344 $4.2M
22 Harbour Trust & Investment Management Co 2.78% 82,359 $26.2M
23 Client First Capital LLC 2.77% 20,093 $6.4M
24 Spectrum Planning & Advisory Services Inc. 2.56% 16,251 $5.2M
25 ATTICUS WEALTH MANAGEMENT, LLC 2.49% 28,844 $9.2M
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 — 7 quarters in a row: For 7 consecutive quarters, 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 buyers than sellers — 63% buying: Last quarter: 534 funds were net buyers (143 opened a brand new position + 391 added to an existing one). Only 309 were sellers (252 trimmed + 57 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OEF holders?

Elite ownership — 56% AUM from top-100 funds: 25 of 999 holders are among the 100 largest funds by AUM, controlling 56% 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?

54% of holders stayed for 2+ years: 537 out of 999 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.

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.