Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SIZE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
38%

Smart Money Signals — SIZE

Based on 69 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SIZE 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 (97% of max)

97% of all-time peak
69 hedge funds hold SIZE 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 — +6% more funds vs a year ago

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

Heavy selling pressure — only 38% buying

23 buying38 selling
Last quarter: 38 funds sold vs only 23 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 5 → 11 → 8. 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+) ■ 20% medium ■ 17% new
43 out of 69 hedge funds have held SIZE 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 — ~8 new funds/quarter

7 → 10 → 5 → 11 → 8 new funds/Q
New funds entering each quarter: 10 → 5 → 11 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 25% newcomers

■ 67% veterans ■ 9% 1-2yr ■ 25% new
Entry-cohort mix of 69 holders: 46 (67%) are 2+ year veterans, 6 entered 1–2 years ago, and 17 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
16 of 69 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SIZE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — SIZE

In 2026 Q1, 23 hedge funds were net buyers of SIZE (8 opened a new position, 15 added to an existing one), while 38 reduced or exited (28 trimmed, 10 sold completely) — a 38% buyer ratio, indicating net institutional distribution. 47% of total institutional value in SIZE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 69.

Hedge Fund Ownership: SIZE

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

Market Analysis: SIZE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SIZE

-- --

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

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

Signal Freshness measures how much SIZE 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 · 81d ago
SIZE
nan%
SPY
+15.1%

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

Since 13F Filing Date May 15, 2026 · 36d ago
SIZE
nan%
SPY
+1.3%

Since the filing became public, SIZE 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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: SIZE
68 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 68 71 -4.23%
13F Shares 2M 2M -2.6%
Total Value $314M $326M -3.82%
New Positions 8 11 -3
Increased Positions 15 21 -6
Closed Positions 11 6 +5
Reduced Positions 27 20 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SIZE

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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)

68 + investors

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

QUARTER:
Top 25 SIZE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 James Reed Financial Services, Inc. 22.63% 163,966 $26.1M
2 Trinity Wealth Management, LLC 6.49% 110,863 $17.7M
3 Strategic Financial Services, Inc. 0.77% 101,724 $16.2M
4 G&S Capital LLC 0.37% 6,560 $1.0M
5 QTR Family Wealth, LLC 0.30% 4,323 $722K
6 46 Peaks LLC 0.18% 1,520 $242K
7 BCGM Wealth Management, LLC 0.16% 3,964 $632K
8 OneAscent Family Office, LLC 0.16% 1,397 $223K
9 Client 1st Advisory Group, LLC 0.15% 3,124 $498K
10 TKG Advisors, LLC 0.11% 1,703 $272K
11 Cypress Wealth Services, LLC 0.06% 2,637 $420K
12 Lido Advisors, LLC 0.05% 103,690 $16.5M
13 Keystone Financial Group 0.05% 4,369 $704K
14 Strategic Blueprint, LLC 0.03% 3,637 $580K
15 Summit Trail Advisors, LLC 0.02% 10,570 $1.7M
16 Rockefeller Capital Management L.P. 0.02% 73,443 $11.7M
17 Sagespring Wealth Partners, LLC 0.02% 5,827 $929K
18 Parallel Advisors, LLC 0.02% 5,868 $936K
19 Osaic Holdings, INC. 0.01% 46,561 $7.4M
20 Glass Jacobson Investment Advisors llc 0.01% 172 $27K
21 Capital Investment Advisory Services, LLC 0.01% 814 $130K
22 J.W. Cole Advisors, INC. 0.01% 1,547 $247K
23 Bank of America Corp /de/ 0.01% 510,773 $81.4M
24 PGIM Custom Harvest LLC 0.01% 2,248 $358K
25 Pinnacle Wealth Planning Services, Inc. 0.00% 252 $40K
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 (SIZE)

What does the Smart Money Trend signal show for SIZE?

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

Heavy selling pressure — only 38% buying: Last quarter: 38 funds sold vs only 23 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for SIZE holders?

Elite ownership — 47% AUM from top-100 funds: 16 of 69 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SIZE. 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 SIZE?

62% of holders stayed for 2+ years: 43 out of 69 hedge funds have held SIZE 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 (SIZE) following the 2026 Q1 hedge fund 13F filings?

As of today, SIZE has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SIZE has gained nan% vs +15.1% 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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