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
↑ +46
Streak
11Q ▲
Buyers last Q
51%

Smart Money Signals — QUAL

Based on 1637 hedge funds · latest filing: 2026 Q1 · 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
1,637 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 — +14% more funds vs a year ago

fund count last 6Q
+198 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

762 buying727 selling
Last quarter: 762 funds bought or added vs 727 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-60 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 148 → 117 → 211 → 151. 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.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 18% new
954 out of 1,637 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.
📈

Growing discovery — still being found

120 → 148 → 117 → 211 → 151 new funds/Q
New funds entering each quarter: 148 → 117 → 211 → 151. A growing number of institutions are discovering QUAL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 24% newcomers

■ 58% veterans ■ 18% 1-2yr ■ 24% new
Entry-cohort mix of 1,643 holders: 958 (58%) are 2+ year veterans, 291 entered 1–2 years ago, and 394 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
36 of 1636 holders are among the 100 largest funds by AUM, controlling 48% 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.
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.

Institutional Sentiment Summary — QUAL

In 2026 Q1, 762 hedge funds were net buyers of QUAL (151 opened a new position, 611 added to an existing one), while 727 reduced or exited (622 trimmed, 105 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in QUAL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +46 funds (more new holders than closures). Total institutional holders: 1637.

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 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 · 76d ago
QUAL
+14.2%
SPY
+15.9%

QUAL outperformed SPY by -1.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
QUAL
+4.1%
SPY
+2.0%

Since the filing became public, QUAL outperformed SPY by +2.1% .

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 ?
Broad Consensus, Selective Conviction

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

45 top-rated funds 90 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
4.0
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1611 1591 1.26%
13F Shares 207M 200M 3.44%
Total Value $38.46B $39.58B -2.83%
New Positions 142 211 -69
Increased Positions 608 444 +164
Closed Positions 122 109 +13
Reduced Positions 609 721 -112
Total Calls 3 3 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: QUAL

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Valence8 US LP 22.62% 337,336 $64.7M
2 Life Line Wealth Management LLC 21.40% 249,841 $47.9M
3 Aventus Investment Advisors, Inc. 20.43% 125,907 $24.2M
4 Bitterroot Capital Advisors LLC 16.25% 139,516 $26.8M
5 Baron Wealth Management LLC 16.10% 280,742 $53.8M
6 J. Mark Nickell & Co. 13.73% 69,011 $13.2M
7 Orgel Wealth Management, LLC 13.61% 3,292,676 $631.6M
8 Landaas & Co /Wi /Adv 12.96% 308,026 $59.1M
9 SNS Financial Group, LLC 12.90% 780,349 $149.7M
10 Sachem Hill LLC 12.86% 346,003 $66.4M
11 AdvisorShares Investments LLC 12.79% 365,784 $70.2M
12 Boulder Wealth Advisors, LLC 11.52% 150,681 $28.9M
13 Howard Financial Services, LTD. 10.86% 502,864 $96.5M
14 Richard Bernstein Advisors LLC 10.27% 1,846,285 $354.1M
15 Client First Capital LLC 10.26% 123,300 $23.7M
16 Facet Wealth, Inc. 9.86% 2,965,946 $568.9M
17 River's Edge Wealth Management, LLC 9.72% 49,940 $10.4M
18 Wealth Group Ltd 9.16% 209,617 $40.2M
19 Unison Advisors LLC 8.78% 603,217 $115.7M
20 Aspen Wealth Management LLC 8.71% 227,662 $43.7M
21 Wharton Business Group, LLC 8.71% 1,201,810 $230.5M
22 MB Generational Wealth, LLC 8.65% 81,569 $15.6M
23 Connecticut Wealth Management, LLC 7.92% 985,890 $189.1M
24 Cardinal Strategic Wealth Guidance 7.88% 155,768 $29.9M
25 Sage Mountain Advisors LLC 7.75% 577,602 $110.8M
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?

Slight buying edge — 51% buying: Last quarter: 762 funds bought or added vs 727 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for QUAL holders?

Elite ownership — 48% AUM from top-100 funds: 36 of 1636 holders are among the 100 largest funds by AUM, controlling 48% 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?

58% of holders stayed for 2+ years: 954 out of 1,637 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 Q1 hedge fund 13F filings?

As of today, QUAL has moved +4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), QUAL has gained +14.2% vs +15.9% 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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