Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (SMLF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
11Q ▲
Buyers last Q
68%

Smart Money Signals — SMLF

Based on 245 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added SMLF 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
245 hedge funds hold SMLF 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.
🚀

Fast accumulation — +42% more funds vs a year ago

fund count last 6Q
+72 new funds entered over the past year (+42% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 68% buying

150 buying72 selling
Last quarter: 150 funds were net buyers (39 opened a brand new position + 111 added to an existing one). Only 72 were sellers (55 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new SMLF position: 28 → 37 → 32 → 39. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 29% medium ■ 29% new
104 out of 245 hedge funds have held SMLF 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 — ~39 new funds/quarter

35 → 28 → 37 → 32 → 39 new funds/Q
New funds entering each quarter: 28 → 37 → 32 → 39. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 43% of holders stayed 2+ years

■ 43% veterans ■ 17% 1-2yr ■ 40% new
Of 245 current holders: 105 (43%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
15 of 245 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Hedge Fund Ownership: SMLF

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

Market Analysis: SMLF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMLF

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 9 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SMLF
2026 Q1 Stats Unlock in 22 days 245 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 245 223 9.87%
13F Shares 31M 26M 15.78%
Total Value $2.31B $1.96B 18.0%
New Positions 39 32 +7
Increased Positions 111 100 +11
Closed Positions 17 10 +7
Reduced Positions 55 51 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMLF

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

245 + investors

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

Top 25 institutional holders of SMLF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RESTON WEALTH MANAGEMENT LLC 6.16% 266,288 $20.1M
2 PTM WEALTH MANAGEMENT, LLC 6.15% 151,580 $11.6M
3 Financial Management Professionals, Inc. 4.43% 523,190 $39.5M
4 FMA Wealth Management, LLC 3.81% 75,911 $5.7M
5 Ullmann Wealth Partners Group, LLC 3.39% 432,829 $32.7M
6 Acropolis Investment Management, LLC 3.27% 979,045 $73.9M
7 Systelligence, LLC 3.19% 217,574 $16.4M
8 GEM Asset Management, LLC 2.35% 70,404 $5.3M
9 CORA CAPITAL ADVISORS LLC 2.23% 89,134 $6.7M
10 Harbor Asset Planning, Inc. 2.17% 34,167 $2.6M
11 Williams Financial, LLC 2.13% 48,526 $3.7M
12 Weil Company, Inc. 1.87% 110,092 $8.3M
13 RED REEF ADVISORS LLC 1.61% 21,178 $1.6M
14 Elevate Capital Advisors, LLC 1.44% 29,477 $2.2M
15 DDFG, Inc 1.40% 86,319 $6.5M
16 Flagship Private Wealth, LLC 1.37% 44,812 $3.4M
17 AssuredPartners Investment Advisors, LLC 1.36% 163,184 $12.5M
18 Wealth Enhancement Trust Services, Inc. 1.23% 134,722 $10.2M
19 YHB Investment Advisors, Inc. 1.03% 189,835 $14.3M
20 Thayer Financial, L.L.C. 0.81% 10,575 $798K
21 Annex Advisory Services, LLC 0.79% 560,961 $42.3M
22 Cassilly Financial Group LLC 0.75% 11,514 $869K
23 Axiom Financial Strategies, LLC 0.60% 22,741 $1.7M
24 EVOLVE PRIVATE WEALTH, LLC 0.59% 146,252 $11.0M
25 BAM Wealth Management, LLC 0.53% 9,435 $712K
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 (SMLF)

What does the Smart Money Trend signal show for SMLF?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added SMLF 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 SMLF?

More buyers than sellers — 68% buying: Last quarter: 150 funds were net buyers (39 opened a brand new position + 111 added to an existing one). Only 72 were sellers (55 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SMLF holders?

Strong quality — 30% AUM from major funds: 15 of 245 holders rank in the top 100 by AUM, accounting for 30% 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 SMLF?

42% of holders stayed for 2+ years: 104 out of 245 hedge funds have held SMLF 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.