Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (SHV)

670 + 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
↑ +27
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — SHV

Based on 669 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 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 (99% of max)

99% of all-time peak
669 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 (-2 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

327 buying321 selling
Last quarter: 327 funds bought or added vs 321 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.
📈

More new buyers each quarter (+45 vs last Q)

new funds entering per quarter
Funds opening a new SHV position: 93 → 72 → 48 → 93. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 21% medium ■ 15% new
430 out of 669 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.
➡️

Steady discovery — ~93 new funds/quarter

98 → 93 → 72 → 48 → 93 new funds/Q
New funds entering each quarter: 93 → 72 → 48 → 93. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 13% 1-2yr ■ 20% new
Of 670 current holders: 443 (66%) 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.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
21 of 669 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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: 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

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

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

42 top-rated funds 35 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: SHV
2026 Q1 Stats Unlock in 20 days 670 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 670 642 4.36%
13F Shares 83M 85M -1.61%
Total Value $9.09B $9.35B -2.75%
New Positions 94 48 +46
Increased Positions 234 231 +3
Closed Positions 66 80 -14
Reduced Positions 255 275 -20
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SHV

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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)

670 + investors

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

Top 25 institutional holders of SHV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sulzberger Capital Advisors, Inc. 21.08% 187,087 $20.7M
2 A&I FINANCIAL SERVICES, LLC 20.81% 397,877 $43.9M
3 Client First Capital LLC 13.67% 285,502 $31.5M
4 Able Wealth Management LLC 11.34% 384,120 $42.4M
5 Luminist Capital LLC 9.65% 65,760 $7.3M
6 STOLZ & ASSOCIATES, PS 8.18% 106,369 $11.7M
7 Trust Co 8.18% 790,499 $87.3M
8 PARAGON CAPITAL MANAGEMENT INC 7.69% 82,208 $9.1M
9 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 7.20% 155,706 $17.2M
10 Townsend & Associates, Inc 6.15% 645,959 $71.3M
11 Apex Wealth Management, LLC 6.09% 80,391 $8.9M
12 UDINE WEALTH MANAGEMENT, INC. 5.95% 110,250 $12.2M
13 Aegis Wealth Management LLC 5.33% 84,398 $9.3M
14 Bulltick Wealth Management, LLC 5.26% 215,694 $23.8M
15 Larry Mathis Financial Planning, LLC 5.10% 51,532 $5.7M
16 Whalen Wealth Management Inc. 5.06% 85,491 $9.4M
17 ALTERNA WEALTH MANAGEMENT, INC 4.69% 56,096 $6.2M
18 DOVER ADVISORS, LLC 4.63% 101,407 $11.2M
19 Presidio Capital Management, LLC 4.61% 143,842 $15.9M
20 FINANCIAL CONSULATE, INC 4.52% 328,716 $36.3M
21 Spartan Planning & Wealth Management 4.21% 51,572 $5.7M
22 KFA Private Wealth Group, LLC 4.20% 158,415 $17.5M
23 Oakworth Capital, Inc. 4.08% 698,718 $77.1M
24 Mader & Shannon Wealth Management, Inc. 3.95% 77,279 $8.5M
25 Fairvoy Private Wealth, LLC 3.82% 144,859 $16.0M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 50% buying: Last quarter: 327 funds bought or added vs 321 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 — 29% AUM from major funds: 21 of 669 holders rank in the top 100 by AUM, accounting for 29% 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?

64% of holders stayed for 2+ years: 430 out of 669 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.