Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (QUAL)

1K + 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
↑ +90
Streak
1Q ▲
Buyers last Q
44%

Smart Money Signals — QUAL

Based on 1484 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
1,484 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 — +8% more funds vs a year ago

fund count last 6Q
+115 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

615 buying781 selling
Last quarter: 781 funds reduced or exited vs 615 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.
📈

More new buyers each quarter (+97 vs last Q)

new funds entering per quarter
Funds opening a new QUAL position: 110 → 133 → 96 → 193. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 24% medium ■ 16% new
887 out of 1,484 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

161 → 110 → 133 → 96 → 193 new funds/Q
New funds entering each quarter: 110 → 133 → 96 → 193. A growing number of institutions are discovering QUAL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 18% 1-2yr ■ 24% new
Of 1,489 current holders: 854 (57%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds
29 of 1484 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.
3.8
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: 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

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

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

65 top-rated funds 90 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: QUAL
2026 Q1 Stats Unlock in 23 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1489 1399 6.43%
13F Shares 198M 230M -13.66%
Total Value $39.31B $44.47B -11.61%
New Positions 193 96 +97
Increased Positions 428 479 -51
Closed Positions 103 100 +3
Reduced Positions 687 650 +37
Total Calls 3 3 -
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: QUAL

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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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 QUAL. Verified SEC 13F-HR filings.

Top 25 institutional holders of QUAL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LIFE LINE WEALTH MANAGEMENT LLC 21.40% 249,841 $47.9M
2 Aventus Investment Advisors, Inc. 20.43% 125,907 $24.2M
3 Baron Wealth Management LLC 16.10% 280,742 $53.8M
4 Orgel Wealth Management, LLC 13.61% 3,292,676 $631.6M
5 SNS Financial Group, LLC 12.90% 780,349 $149.7M
6 HOWARD FINANCIAL SERVICES, LTD. 10.86% 502,864 $96.5M
7 Richard Bernstein Advisors LLC 10.27% 1,846,285 $354.1M
8 Client First Capital LLC 10.26% 123,300 $23.7M
9 RIVER'S EDGE WEALTH MANAGEMENT, LLC 9.72% 49,940 $10.4M
10 Wealth Group Ltd 9.16% 209,617 $40.2M
11 Aspen Wealth Management LLC 8.71% 227,662 $43.7M
12 Cardinal Strategic Wealth Guidance 7.88% 155,768 $29.9M
13 Trinity Wealth Management, LLC 6.50% 92,247 $17.7M
14 MOTIVE WEALTH ADVISORS 6.44% 71,553 $13.7M
15 PMG Wealth Management, Inc. 6.36% 45,960 $8.8M
16 SOL Capital Management CO 6.23% 75,732 $12.8M
17 Three Magnolias Financial Advisors, LLC 5.97% 48,939 $9.4M
18 Blue Trust, Inc. 5.91% 2,694,660 $516.9M
19 Armbruster Capital Management, Inc. 5.35% 170,323 $32.7M
20 Wealth Quarterback LLC 5.35% 70,827 $13.6M
21 Midwest Capital Advisors, LLC 5.31% 59,240 $11.4M
22 Skyline Advisors, Inc. 5.21% 77,806 $14.9M
23 Sharkey, Howes & Javer 4.92% 190,271 $36.5M
24 FORTERIS WEALTH MANAGEMENT INC. 4.59% 24,994 $4.8M
25 5T Wealth, LLC 4.45% 58,681 $11.3M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 44% buying: Last quarter: 781 funds reduced or exited vs 615 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 — 48% AUM from top-100 funds: 29 of 1484 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?

60% of holders stayed for 2+ years: 887 out of 1,484 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.

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.