Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (PABU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
42%

Smart Money Signals — PABU

Based on 23 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their PABU 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 — 88% of 3.0Y peak

88% of all-time peak
23 funds currently hold this stock — 88% of the 3.0-year high of 26 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold PABU compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 42% buying

8 buying11 selling
Last quarter: 11 funds reduced or exited vs 8 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 — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 4 → 3 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 17% new

■ 39% conviction (2yr+) ■ 43% medium ■ 17% new
Of the 23 current holders: 9 (39%) held >2 years, 10 held 1–2 years, and 4 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +18% but shares only +3% — price-driven

Value
+18%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +18%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

5 → 2 → 4 → 3 → 1 new funds/Q
New funds entering each quarter: 2 → 4 → 3 → 1. PABU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 39% veterans, 26% new entrants

■ 39% veterans ■ 35% 1-2yr ■ 26% new
Of 23 current holders: 9 (39%) held 2+ years, 8 held 1–2 years, 6 (26%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
6 of 23 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — PABU

In 2026 Q2, 8 hedge funds were net buyers of PABU (1 opened a new position, 7 added to an existing one), while 11 reduced or exited (8 trimmed, 3 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 23.

Hedge Fund Ownership: PABU

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

Market Analysis: PABU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PABU

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: PABU
23 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 23 25 -8.0%
13F Shares 25M 24M 2.82%
Total Value $1.89B $1.60B 18.34%
New Positions 1 3 -2
Increased Positions 7 9 -2
Closed Positions 3 4 -1
Reduced Positions 8 7 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PABU

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Financial Highlights

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Institutional Holders (2026 Q2)

23 + investors

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

QUARTER:
Top 23 PABU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Danmarks Nationalbank 100.00% 19,080,951 $1.45B
2 Bank of Finland 24.65% 4,992,641 $380.4M
3 AlTi Global, Inc. 0.59% 374,556 $28.5M
4 Albion Financial Group /Ut 0.51% 115,661 $8.8M
5 Cerity Partners OCIO LLC 0.32% 83,041 $6.3M
6 NerdWallet Wealth Partners, LLC 0.29% 11,107 $846K
7 IMA Advisory Services, Inc. 0.23% 48,903 $3.7M
8 Warner Financial, Inc 0.09% 3,817 $291K
9 PDS Planning, Inc 0.03% 5,746 $438K
10 Tower Research Capital LLC (TRC) 0.02% 10,025 $764K
11 Kennebec Savings Bank 0.01% 214 $16K
12 Hollencrest Capital Management 0.00% 972 $74K
13 Vontobel Holding Ltd. 0.00% 12,502 $953K
14 Hrt Financial LP 0.00% 2,763 $210K
15 Steward Partners Investment Advisory, LLC 0.00% 685 $52K
16 Jane Street Group, LLC 0.00% 25,891 $2.0M
17 Citadel Advisors LLC 0.00% 11,925 $909K
18 Susquehanna International Group, LLP 0.00% 12,205 $930K
19 UBS Group AG 0.00% 2,961 $226K
20 Royal Bank of Canada 0.00% 792 $60K
21 Deutsche Bank Ag\ 0.00% 300 $23K
22 Jpmorgan Chase & Co 0.00% 262 $20K
23 Morgan Stanley 0.00% 70 $5K
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 (PABU)

What does the Smart Money Trend signal show for PABU?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their PABU 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 PABU?

More sellers than buyers — 42% buying: Last quarter: 11 funds reduced or exited vs 8 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 PABU holders?

Smaller funds dominant — 0% AUM from top-100: 6 of 23 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PABU?

Mixed — 39% long-term, 17% new: Of the 23 current holders: 9 (39%) held >2 years, 10 held 1–2 years, and 4 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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