Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SMIN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — SMIN

Based on 117 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 SMIN 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.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
117 funds currently hold this stock — 76% of the 3.0-year high of 154 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 15% fewer funds vs a year ago

fund count last 6Q
20 fewer hedge funds hold SMIN compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

60 buying46 selling
Last quarter: 60 funds bought or added vs 46 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 (+12 vs last Q)

new funds entering per quarter
Funds opening a new SMIN position: 15 → 18 → 10 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 26% medium ■ 14% new
70 out of 117 hedge funds have held SMIN 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 — ~22 new funds/quarter

20 → 15 → 18 → 10 → 22 new funds/Q
New funds entering each quarter: 15 → 18 → 10 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 16% newcomers

■ 69% veterans ■ 15% 1-2yr ■ 16% new
Entry-cohort mix of 118 holders: 81 (69%) are 2+ year veterans, 18 entered 1–2 years ago, and 19 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
23 of 117 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SMIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — 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 — SMIN

In 2026 Q2, 60 hedge funds were net buyers of SMIN (22 opened a new position, 38 added to an existing one), while 46 reduced or exited (32 trimmed, 14 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 52% of total institutional value in SMIN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 117.

Hedge Fund Ownership: SMIN

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

Market Analysis: SMIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMIN

-- --

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

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

Signal Freshness measures how much SMIN has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 89d ago
SMIN
-0.8%
SPY
+5.8%

SMIN outperformed SPY by -6.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 44d ago
SMIN
-1.8%
SPY
+1.6%

Since the filing became public, SMIN outperformed SPY by -3.4% .

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.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: SMIN
117 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 117 109 7.34%
13F Shares 7M 5M 24.54%
Total Value $465M $335M 39.11%
New Positions 22 10 +12
Increased Positions 37 31 +6
Closed Positions 14 26 -12
Reduced Positions 32 41 -9
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMIN

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

117 + investors

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

QUARTER:
Top 25 SMIN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mainsail Financial Group, LLC 3.54% 147,167 $10.4M
2 Informed Momentum Co LLC 3.18% 504,854 $35.7M
3 Crumly & Associates Inc. 2.59% 191,179 $13.5M
4 Leibman Financial Services, Inc. 2.55% 54,262 $3.8M
5 626 Financial, LLC 1.06% 38,514 $2.7M
6 Highland Financial Advisors, LLC 0.88% 56,378 $4.0M
7 Hillsdale Investment Management Inc. 0.76% 471,671 $33.4M
8 Causeway Capital Management LLC 0.42% 542,849 $38.4M
9 Gould Asset Management LLC /Ca/ 0.06% 5,630 $398K
10 Grey Ledge Advisors, LLC 0.05% 3,205 $227K
11 Man Group plc 0.04% 348,444 $24.6M
12 VestGen Advisors, LLC 0.04% 18,862 $1.3M
13 Connor, Clark & Lunn Investment Management Ltd. 0.03% 255,005 $18.0M
14 Westerkirk Capital Inc. 0.03% 4,998 $354K
15 Finley Financial, LLC 0.03% 1,130 $80K
16 Knollwood Investment Advisory, LLC 0.03% 5,000 $354K
17 Capital Management Corp /Va 0.03% 2,860 $202K
18 Highland Investment Advisors LLC 0.03% 916 $65K
19 180 Wealth Advisors, LLC 0.02% 3,081 $218K
20 Alliancebernstein L.P. 0.02% 1,078,987 $64.7M
21 Belpointe Asset Management LLC 0.02% 8,564 $606K
22 Bryn Mawr Trust Advisors, LLC 0.02% 6,385 $452K
23 LPL Financial LLC 0.02% 1,076,243 $76.1M
24 Thompson Investment Management, INC. 0.02% 2,003 $142K
25 Orion Porfolio Solutions, LLC 0.02% 28,688 $2.0M
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 (SMIN)

What does the Smart Money Trend signal show for SMIN?

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

Slight buying edge — 57% buying: Last quarter: 60 funds bought or added vs 46 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 SMIN holders?

Elite ownership — 52% AUM from top-100 funds: 23 of 117 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SMIN. 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 SMIN?

60% of holders stayed for 2+ years: 70 out of 117 hedge funds have held SMIN 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 (SMIN) following the 2026 Q2 hedge fund 13F filings?

As of today, SMIN has moved -1.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -3.4%. Since the quarter end (June 30, 2026), SMIN has gained -0.8% vs +5.8% 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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