Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SLQD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — SLQD

Based on 247 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 SLQD 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
247 hedge funds hold SLQD 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 SLQD is almost the same as a year ago (+7 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

113 buying113 selling
Last quarter: 113 funds bought or added vs 113 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 — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 24 → 26 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 16% medium ■ 17% new
164 out of 247 hedge funds have held SLQD 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

27 → 17 → 24 → 26 → 22 new funds/Q
New funds entering each quarter: 17 → 24 → 26 → 22. A growing number of institutions are discovering SLQD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 247 holders: 161 (65%) are 2+ year veterans, 32 entered 1–2 years ago, and 54 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
21 of 247 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — SLQD

In 2026 Q1, 113 hedge funds were net buyers of SLQD (22 opened a new position, 91 added to an existing one), while 113 reduced or exited (87 trimmed, 26 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 27% of total institutional value in SLQD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 247.

Hedge Fund Ownership: SLQD

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

Market Analysis: SLQD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SLQD

-- --

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

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

Signal Freshness measures how much SLQD 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 · 85d ago
SLQD
-0.4%
SPY
+14.9%

SLQD outperformed SPY by -15.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
SLQD
+0.4%
SPY
+1.1%

Since the filing became public, SLQD outperformed SPY by -0.7% .

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.

11 top-rated funds 9 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SLQD
246 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 246 251 -1.99%
13F Shares 30M 30M -0.28%
Total Value $1.46B $1.53B -4.56%
New Positions 21 26 -5
Increased Positions 91 87 +4
Closed Positions 26 15 +11
Reduced Positions 87 91 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SLQD

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Institutional Holders (2026 Q1)

246 + investors

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

QUARTER:
Top 25 SLQD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LJI Wealth Management, LLC 11.03% 1,367,626 $69.1M
2 Voisard Asset Management Group, INC. 5.71% 529,983 $26.8M
3 Alterna Wealth Management, Inc 5.62% 147,022 $7.4M
4 Crews Bank & Trust 5.56% 759,580 $38.4M
5 Wiser Wealth Management, Inc 5.35% 491,388 $24.8M
6 Bramshill Investments, LLC 4.34% 997,002 $50.3M
7 Ndwm LLC 4.21% 128,722 $6.5M
8 Townsend Financial Planning, LLC 3.49% 71,494 $3.6M
9 Greenup Street Wealth Management LLC 3.26% 458,289 $23.1M
10 Integral Investment Advisors, INC. 2.88% 229,389 $11.6M
11 Saiph Capital, LLC 2.86% 149,449 $7.5M
12 Camden National Bank 2.59% 379,909 $19.2M
13 Portus Wealth Advisors, LLC 2.37% 49,834 $2.5M
14 American Wealth Advisors, LLC 2.22% 42,212 $2.1M
15 Global Wealth Management Investment Advisory, Inc. 2.10% 264,985 $13.4M
16 Life Planning Partners, Inc 1.92% 49,850 $2.5M
17 Turn8 Private Wealth Inc. 1.90% 60,142 $3.0M
18 Topor & Co. Korea 1.82% 42,557 $2.1M
19 Ifrah Financial Services, Inc. 1.78% 133,118 $6.7M
20 Trail Ridge Investment Advisors, LLC 1.76% 79,989 $4.0M
21 Sugar Maple Asset Management, LLC 1.73% 56,459 $2.9M
22 Obsido Oy 1.68% 54,861 $2.8M
23 Ofc Financial Planning, LLC 1.57% 31,590 $1.6M
24 Creative Financial Designs Inc /Adv 1.44% 469,587 $23.7M
25 Farmers & Merchants Investments Inc 1.35% 970,988 $49.0M
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 (SLQD)

What does the Smart Money Trend signal show for SLQD?

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

Slight buying edge — 50% buying: Last quarter: 113 funds bought or added vs 113 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 SLQD holders?

Strong quality — 27% AUM from major funds: 21 of 247 holders rank in the top 100 by AUM, accounting for 27% 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 SLQD?

66% of holders stayed for 2+ years: 164 out of 247 hedge funds have held SLQD 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 (SLQD) following the 2026 Q1 hedge fund 13F filings?

As of today, SLQD has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), SLQD has gained -0.4% vs +14.9% 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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