Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SLQD)

252 + 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
↑ +5
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — SLQD

Based on 252 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 SLQD 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 (100% of max)

100% of all-time peak
252 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

130 buying100 selling
Last quarter: 130 funds bought or added vs 100 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new SLQD position: 24 → 26 → 22 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
167 out of 252 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.
➡️

Steady discovery — ~28 new funds/quarter

18 → 24 → 26 → 22 → 28 new funds/Q
New funds entering each quarter: 24 → 26 → 22 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 22% newcomers

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Entry-cohort mix of 252 holders: 169 (67%) are 2+ year veterans, 28 entered 1–2 years ago, and 55 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
21 of 252 holders rank in the top 100 by AUM, accounting for 28% 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 Q2, 130 hedge funds were net buyers of SLQD (28 opened a new position, 102 added to an existing one), while 100 reduced or exited (77 trimmed, 23 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 28% of total institutional value in SLQD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 252.

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

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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.

6 top-rated funds 7 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SLQD
252 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 252 247 2.02%
13F Shares 30M 30M 1.78%
Total Value $1.51B $1.46B 3.46%
New Positions 28 22 +6
Increased Positions 102 91 +11
Closed Positions 23 27 -4
Reduced Positions 77 87 -10
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 Q2)

252 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LJI Wealth Management, LLC 11.54% 1,635,740 $82.4M
2 Crews Bank & Trust 5.19% 788,528 $39.7M
3 Wiser Wealth Management, Inc 4.92% 510,292 $25.7M
4 Ndwm LLC 4.44% 150,111 $7.6M
5 Bramshill Investments, LLC 3.89% 1,008,271 $50.8M
6 Voisard Asset Management Group, INC. 3.76% 394,083 $19.8M
7 Alterna Wealth Management, Inc 3.46% 119,691 $6.0M
8 Townsend Financial Planning, LLC 3.31% 75,379 $3.8M
9 Integral Investment Advisors, INC. 2.78% 250,728 $12.6M
10 Camden National Bank 2.59% 394,035 $19.8M
11 Saiph Capital, LLC 2.17% 143,690 $7.2M
12 Portus Wealth Advisors, LLC 2.11% 50,963 $2.6M
13 Sugar Maple Asset Management, LLC 2.02% 62,128 $3.1M
14 American Wealth Advisors, LLC 2.01% 42,468 $2.1M
15 Global Wealth Management Investment Advisory, Inc. 1.97% 275,433 $13.9M
16 Life Planning Partners, Inc 1.90% 50,869 $2.6M
17 Trail Ridge Investment Advisors, LLC 1.75% 82,302 $4.1M
18 Topor & Co. Korea 1.69% 42,557 $2.1M
19 Ifrah Financial Services, Inc. 1.65% 134,345 $6.8M
20 Obsido Oy 1.43% 53,176 $2.7M
21 Ofc Financial Planning, LLC 1.40% 31,339 $1.6M
22 Turn8 Private Wealth Inc. 1.39% 41,380 $2.1M
23 Colonial Trust Co / SC 1.27% 199,884 $10.1M
24 Farmers & Merchants Investments Inc 1.20% 982,350 $49.5M
25 Colonial Trust Advisors 1.15% 327,118 $16.5M
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?

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

Slight buying edge — 57% buying: Last quarter: 130 funds bought or added vs 100 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 — 28% AUM from major funds: 21 of 252 holders rank in the top 100 by AUM, accounting for 28% 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: 167 out of 252 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.

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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