Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SHV)

717 + 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
↓ -12
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — SHV

Based on 727 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SHV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
727 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SHV is almost the same as a year ago (+20 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

327 buying385 selling
Last quarter: 385 funds reduced or exited vs 327 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.
⚠️

Fewer new buyers each quarter (-37 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 52 → 99 → 105 → 68. 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.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 15% new
467 out of 727 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.
📈

Growing discovery — still being found

81 → 52 → 99 → 105 → 68 new funds/Q
New funds entering each quarter: 52 → 99 → 105 → 68. A growing number of institutions are discovering SHV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 19% newcomers

■ 68% veterans ■ 14% 1-2yr ■ 19% new
Entry-cohort mix of 727 holders: 492 (68%) are 2+ year veterans, 99 entered 1–2 years ago, and 136 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
32 of 726 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SHV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q2, 327 hedge funds were net buyers of SHV (68 opened a new position, 259 added to an existing one), while 385 reduced or exited (305 trimmed, 80 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 52% of total institutional value in SHV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -12 funds (more exits than new entries). Total institutional holders: 727.

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

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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.

18 top-rated funds 35 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: SHV
2026 Q3 Stats Unlock in 47 days 717 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 717 739 -2.98%
13F Shares 88M 89M -1.21%
Total Value $9.48B $9.56B -0.84%
New Positions 63 105 -42
Increased Positions 258 272 -14
Closed Positions 84 67 +17
Reduced Positions 304 273 +31
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SHV

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Institutional Holders (2026 Q2)

717 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hansen & Associates Financial Group, Inc. 27.00% 427,909 $47.1M
2 Sulzberger Capital Advisors, Inc. 18.59% 172,589 $19.0M
3 Marks Wealth, LLC 18.07% 756,645 $83.5M
4 Legacy Advisory Services, LLC 16.26% 209,359 $23.1M
5 Sierra Legacy Group 13.78% 161,125 $17.8M
6 Client First Capital LLC 12.14% 276,188 $30.5M
7 Able Wealth Management LLC 9.93% 392,113 $43.3M
8 Alpha Zero LLC 9.75% 233,407 $25.7M
9 Allred Capital Management, LLC 9.46% 261,023 $28.8M
10 Bull Oak Capital, LLC 9.26% 251,810 $27.8M
11 Cynosure Group, LLC 9.04% 545,206 $60.2M
12 Wealthspire Retirement, LLC 8.93% 1,478,117 $162.9M
13 Mullooly Asset Management, Inc. 8.45% 248,775 $27.5M
14 White Lighthouse Investment Management Inc. 8.34% 606,646 $66.9M
15 Trust Co 8.03% 806,478 $89.0M
16 Bulltick Wealth Management, LLC 7.83% 347,973 $38.4M
17 Highland Investment Advisors LLC 7.80% 162,201 $17.9M
18 Stolz & Associates, Ps 7.70% 111,743 $12.3M
19 Paragon Capital Management Inc 6.68% 81,776 $9.0M
20 VanWeelden Wealth Management, LLC 6.45% 78,692 $8.7M
21 Stableford Capital II LLC 6.30% 164,909 $18.2M
22 Townsend & Associates, Inc 6.24% 664,440 $73.3M
23 Luminist Capital LLC 6.24% 50,283 $5.5M
24 Capstone Wealth Management Group, LLC 5.66% 145,546 $16.1M
25 LaSalle St. Investment Advisors, LLC 5.60% 414,903 $45.8M
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 (SHV)

What does the Smart Money Trend signal show for SHV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SHV 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 SHV?

More sellers than buyers — 46% buying: Last quarter: 385 funds reduced or exited vs 327 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 SHV holders?

Elite ownership — 52% AUM from top-100 funds: 32 of 726 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SHV. 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 SHV?

64% of holders stayed for 2+ years: 467 out of 727 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.

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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