Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SHV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — SHV

Based on 736 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SHV 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
736 hedge funds hold SHV 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 — +4% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

374 buying340 selling
Last quarter: 374 funds bought or added vs 340 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.
➡️

Steady new buyers — ~103 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 80 → 52 → 98 → 103. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
456 out of 736 hedge funds have held SHV 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.
🚀

Acceleration phase — new buyers rushing in

99 → 80 → 52 → 98 → 103 new funds/Q
New funds entering each quarter: 80 → 52 → 98 → 103. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 65% veterans vs 20% newcomers

■ 65% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 736 holders: 481 (65%) are 2+ year veterans, 106 entered 1–2 years ago, and 149 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
30 of 735 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — SHV

In 2026 Q1, 374 hedge funds were net buyers of SHV (103 opened a new position, 271 added to an existing one), while 340 reduced or exited (273 trimmed, 67 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 30% of total institutional value in SHV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +36 funds (more new holders than closures). Total institutional holders: 736.

Hedge Fund Ownership: SHV

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

Market Analysis: SHV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHV

-- --

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

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

Signal Freshness measures how much SHV 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 · 77d ago
SHV
nan%
SPY
+15.9%

SHV outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
SHV
nan%
SPY
+2.0%

Since the filing became public, SHV outperformed SPY by nan% .

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.

22 top-rated funds 41 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: SHV
729 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 729 700 4.14%
13F Shares 89M 85M 5.13%
Total Value $9.53B $9.21B 3.43%
New Positions 99 98 +1
Increased Positions 271 244 +27
Closed Positions 70 71 -1
Reduced Positions 272 268 +4
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SHV

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Financial Highlights

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Institutional Holders (2026 Q1)

729 + investors

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

QUARTER:
Top 25 SHV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marks Wealth, LLC 62.68% 2,158,181 $238.2M
2 Hansen & Associates Financial Group, Inc. 28.15% 474,887 $52.3M
3 Sulzberger Capital Advisors, Inc. 21.08% 187,087 $20.7M
4 A&I Financial Services, LLC 20.81% 397,877 $43.9M
5 Legacy Advisory Services, LLC 19.27% 228,697 $25.2M
6 Sierra Legacy Group 15.36% 182,409 $20.1M
7 Client First Capital LLC 13.67% 285,502 $31.5M
8 Able Wealth Management LLC 11.34% 384,120 $42.4M
9 Bull Oak Capital, LLC 10.78% 254,134 $28.1M
10 Luminist Capital LLC 9.65% 65,760 $7.3M
11 Mullooly Asset Management, Inc. 9.35% 229,384 $25.3M
12 Allred Capital Management, LLC 9.31% 231,639 $25.6M
13 Stolz & Associates, Ps 8.18% 106,369 $11.7M
14 Trust Co 8.18% 790,499 $87.3M
15 White Lighthouse Investment Management Inc. 7.96% 519,501 $57.3M
16 Paragon Capital Management Inc 7.69% 82,208 $9.1M
17 Cynosure Group, LLC 7.54% 546,422 $60.3M
18 Capstone Wealth Management Group, LLC 7.20% 155,706 $17.2M
19 Alpha Zero LLC 6.97% 115,842 $12.8M
20 Wealthspire Retirement, LLC 6.85% 1,034,731 $114.2M
21 VanWeelden Wealth Management, LLC 6.57% 74,648 $8.2M
22 Norris Financial Group, LLC 6.46% 179,196 $19.8M
23 Townsend & Associates, Inc 6.15% 645,959 $71.3M
24 NerdWallet Wealth Partners, LLC 6.13% 127,248 $14.0M
25 Apex Wealth Management, LLC 6.09% 80,391 $8.9M
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 (SHV)

What does the Smart Money Trend signal show for SHV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SHV 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 SHV?

Slight buying edge — 52% buying: Last quarter: 374 funds bought or added vs 340 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 SHV holders?

Strong quality — 30% AUM from major funds: 30 of 735 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SHV?

62% of holders stayed for 2+ years: 456 out of 736 hedge funds have held SHV 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 (SHV) following the 2026 Q1 hedge fund 13F filings?

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