Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SIZE)

70 + 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
39%

Smart Money Signals — SIZE

Based on 71 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SIZE 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
71 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SIZE is almost the same as a year ago (+2 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 39% buying

22 buying34 selling
Last quarter: 34 funds sold vs only 22 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 11 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 20% medium ■ 13% new
48 out of 71 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 — ~9 new funds/quarter

11 → 5 → 11 → 8 → 9 new funds/Q
New funds entering each quarter: 5 → 11 → 8 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 76% veterans vs 15% newcomers

■ 76% veterans ■ 8% 1-2yr ■ 15% new
Entry-cohort mix of 71 holders: 54 (76%) are 2+ year veterans, 6 entered 1–2 years ago, and 11 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
19 of 71 holders are among the 100 largest funds by AUM, controlling 69% 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.
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.

Institutional Sentiment Summary — SIZE

In 2026 Q2, 22 hedge funds were net buyers of SIZE (9 opened a new position, 13 added to an existing one), while 34 reduced or exited (27 trimmed, 7 sold completely) — a 39% buyer ratio, indicating net institutional distribution. 69% 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 new holders than closures). Total institutional holders: 71.

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

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

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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
70 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 70 69 1.45%
13F Shares 2M 2M -7.29%
Total Value $324M $314M 3.3%
New Positions 8 8 -
Increased Positions 13 15 -2
Closed Positions 7 11 -4
Reduced Positions 27 28 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SIZE

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Institutional Holders (2026 Q2)

70 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 James Reed Financial Services, Inc. 22.30% 163,881 $29.2M
2 Trinity Wealth Management, LLC 5.64% 99,753 $17.8M
3 G&S Capital LLC 0.36% 6,917 $1.2M
4 QTR Family Wealth, LLC 0.27% 4,280 $763K
5 46 Peaks LLC 0.17% 1,514 $270K
6 BCGM Wealth Management, LLC 0.15% 3,964 $707K
7 Client 1st Advisory Group, LLC 0.15% 3,124 $557K
8 OneAscent Family Office, LLC 0.13% 1,397 $249K
9 TKG Advisors, LLC 0.11% 1,789 $319K
10 Cypress Wealth Services, LLC 0.06% 2,644 $471K
11 Lido Advisors, LLC 0.05% 109,018 $19.4M
12 Keystone Financial Group 0.05% 4,369 $779K
13 Strategic Blueprint, LLC 0.03% 3,637 $648K
14 Summit Trail Advisors, LLC 0.02% 10,570 $1.9M
15 Rockefeller Capital Management L.P. 0.02% 73,053 $13.0M
16 Sagespring Wealth Partners, LLC 0.02% 5,827 $1.0M
17 Parallel Advisors, LLC 0.02% 5,868 $1.0M
18 Tucker Asset Management LLC 0.01% 273 $44K
19 Glass Jacobson Investment Advisors llc 0.01% 172 $31K
20 Capital Investment Advisory Services, LLC 0.01% 814 $145K
21 Bank of America Corp /de/ 0.01% 512,970 $91.5M
22 PGIM Custom Harvest LLC 0.00% 2,238 $399K
23 J.W. Cole Advisors, INC. 0.00% 1,474 $263K
24 Pinnacle Wealth Planning Services, Inc. 0.00% 252 $45K
25 Choreo, LLC 0.00% 1,759 $314K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SIZE 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 SIZE?

Heavy selling pressure — only 39% buying: Last quarter: 34 funds sold vs only 22 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 — 69% AUM from top-100 funds: 19 of 71 holders are among the 100 largest funds by AUM, controlling 69% 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?

68% of holders stayed for 2+ years: 48 out of 71 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.

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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