Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (QUAL)

2K + Investors. Track Smart Money conviction in QUAL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
11Q ▲
Buyers last Q
42%

Smart Money Signals — QUAL

Based on 1645 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added QUAL 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
1,645 hedge funds hold QUAL 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
+163 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 — 42% buying

646 buying896 selling
Last quarter: 896 funds reduced or exited vs 646 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 — ~151 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 117 → 212 → 153 → 151. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new
991 out of 1,645 hedge funds have held QUAL 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.
➡️

Steady discovery — ~151 new funds/quarter

150 → 117 → 212 → 153 → 151 new funds/Q
New funds entering each quarter: 117 → 212 → 153 → 151. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 23% newcomers

■ 61% veterans ■ 15% 1-2yr ■ 23% new
Entry-cohort mix of 1,649 holders: 1,012 (61%) are 2+ year veterans, 253 entered 1–2 years ago, and 384 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
38 of 1644 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in QUAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — QUAL

In 2026 Q2, 646 hedge funds were net buyers of QUAL (151 opened a new position, 495 added to an existing one), while 896 reduced or exited (751 trimmed, 145 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in QUAL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 1645.

Hedge Fund Ownership: QUAL

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

Market Analysis: QUAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QUAL

-- --

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

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

Signal Freshness measures how much QUAL has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 79d ago
QUAL
-0.3%
SPY
+1.4%

QUAL outperformed SPY by -1.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 34d ago
QUAL
-3.0%
SPY
-2.4%

Since the filing became public, QUAL outperformed SPY by -0.6% .

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.

26 top-rated funds 65 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: QUAL
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1628 1639 -0.67%
13F Shares 172M 207M -16.81%
Total Value $37.36B $38.55B -3.11%
New Positions 145 153 -8
Increased Positions 489 611 -122
Closed Positions 155 107 +48
Reduced Positions 748 620 +128
Total Calls 3 3 -
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: QUAL

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Financial Highlights

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Institutional Holders (2026 Q2)

2K + investors

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

QUARTER:
Top 25 QUAL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Valence8 US LP 30.09% 412,060 $90.4M
2 Aventus Investment Advisors, Inc. 20.58% 128,034 $28.1M
3 Bitterroot Capital Advisors LLC 18.44% 139,525 $30.6M
4 Baron Wealth Management LLC 16.04% 281,840 $61.8M
5 J. Mark Nickell & Co. 14.03% 80,184 $17.6M
6 Orgel Wealth Management, LLC 13.98% 3,358,210 $736.9M
7 Sachem Hill LLC 13.26% 339,832 $74.6M
8 Landaas & Co /Wi /Adv 12.41% 310,816 $68.2M
9 Boulder Wealth Advisors, LLC 12.37% 154,582 $33.9M
10 Howard Financial Services, LTD. 11.25% 513,557 $112.7M
11 Client First Capital LLC 10.77% 123,309 $27.1M
12 Facet Wealth, Inc. 10.38% 3,300,180 $724.2M
13 River's Edge Wealth Management, LLC 9.94% 51,391 $11.3M
14 Advus Financial Partners, LLC 9.77% 121,643 $17.7M
15 Wells Financial Advisors INC 9.50% 4,665 $1.0M
16 Unison Advisors LLC 9.37% 612,288 $134.4M
17 Aspen Wealth Management LLC 9.12% 244,746 $53.7M
18 Wealth Group Ltd 9.07% 215,910 $47.4M
19 MB Generational Wealth, LLC 8.69% 80,754 $17.7M
20 Wharton Business Group, LLC 8.56% 1,167,255 $256.1M
21 Connecticut Wealth Management, LLC 7.91% 975,098 $214.0M
22 Sage Mountain Advisors LLC 7.77% 575,644 $126.3M
23 Tme Financial, INC. 7.56% 55,817 $12.2M
24 Nest Investments, LLC 7.56% 45,332 $9.9M
25 Legacy Advisory Services, LLC 7.29% 47,174 $10.4M
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 (QUAL)

What does the Smart Money Trend signal show for QUAL?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added QUAL 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 QUAL?

More sellers than buyers — 42% buying: Last quarter: 896 funds reduced or exited vs 646 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 QUAL holders?

Elite ownership — 50% AUM from top-100 funds: 38 of 1644 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in QUAL. 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 QUAL?

60% of holders stayed for 2+ years: 991 out of 1,645 hedge funds have held QUAL 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 (QUAL) following the 2026 Q2 hedge fund 13F filings?

As of today, QUAL has moved -3.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (June 30, 2026), QUAL has gained -0.3% vs +1.4% 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.

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