Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SMLF)

266 + 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
↑ +10
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — SMLF

Based on 267 hedge funds · latest filing: 2026 Q1 · 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
267 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 — +41% more funds vs a year ago

fund count last 6Q
+77 new funds entered over the past year (+41% 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 — 60% buying

153 buying100 selling
Last quarter: 153 funds were net buyers (35 opened a brand new position + 118 added to an existing one). Only 100 were sellers (75 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 39 → 34 → 41 → 35. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 30% medium ■ 30% new
109 out of 267 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 — ~35 new funds/quarter

31 → 39 → 34 → 41 → 35 new funds/Q
New funds entering each quarter: 39 → 34 → 41 → 35. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 41% veterans vs 40% newcomers

■ 41% veterans ■ 20% 1-2yr ■ 40% new
Entry-cohort mix of 268 holders: 109 (41%) are 2+ year veterans, 53 entered 1–2 years ago, and 106 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
20 of 266 holders rank in the top 100 by AUM, accounting for 34% 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.

Institutional Sentiment Summary — SMLF

In 2026 Q1, 153 hedge funds were net buyers of SMLF (35 opened a new position, 118 added to an existing one), while 100 reduced or exited (75 trimmed, 25 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in SMLF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 267.

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

-- --

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

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

Signal Freshness measures how much SMLF 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 · 77d ago
SMLF
+15.5%
SPY
+15.9%

SMLF outperformed SPY by -0.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
SMLF
+6.4%
SPY
+2.0%

Since the filing became public, SMLF outperformed SPY by +4.4% .

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.

9 top-rated funds 11 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SMLF
266 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 266 257 3.5%
13F Shares 36M 31M 16.4%
Total Value $2.64B $2.32B 13.49%
New Positions 35 41 -6
Increased Positions 117 117 -
Closed Positions 26 17 +9
Reduced Positions 75 56 +19
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: SMLF

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Financial Highlights

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Institutional Holders (2026 Q1)

266 + investors

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

QUARTER:
Top 25 SMLF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fox Financial, Inc 17.46% 283,376 $21.4M
2 Strategic Financial Services, Inc. 13.78% 3,836,442 $289.6M
3 Pacific Center for Financial Services 7.24% 378,287 $28.6M
4 Family Office Research LLC 6.74% 205,416 $15.5M
5 Reston Wealth Management LLC 6.16% 266,288 $20.1M
6 Ptm Wealth Management, LLC 6.15% 151,580 $11.6M
7 Cornerstone Planning Group LLC 5.24% 471,147 $39.3M
8 Vista Cima Wealth Management LLC 4.45% 59,707 $4.5M
9 Financial Management Professionals, Inc. 4.43% 523,190 $39.5M
10 Advance Capital Management, Inc. 4.42% 1,545,786 $116.7M
11 Wingate Wealth Advisors, Inc. 4.09% 101,427 $7.7M
12 FMA Wealth Management, LLC 3.81% 75,911 $5.7M
13 Madison Wealth Partners, Inc 3.67% 304,934 $23.0M
14 Ullmann Wealth Partners Group, LLC 3.39% 432,829 $32.7M
15 Acropolis Investment Management, LLC 3.27% 979,045 $73.9M
16 Systelligence, LLC 3.19% 217,574 $16.4M
17 Aspen Wealth Strategies, LLC 3.01% 74,585 $5.6M
18 Denver PWM, LLC 2.99% 103,774 $8.7M
19 Clearwater Capital Advisors, LLC 2.92% 479,209 $36.2M
20 Summitpoint Capital Management 2.89% 30,437 $2.3M
21 River Wealth Advisors LLC 2.76% 317,974 $24.0M
22 Live Oak Investment Partners 2.46% 55,200 $4.2M
23 GEM Asset Management, LLC 2.35% 70,404 $5.3M
24 Cora Capital Advisors LLC 2.23% 89,134 $6.7M
25 Harbor Asset Planning, Inc. 2.17% 34,167 $2.6M
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 — 60% buying: Last quarter: 153 funds were net buyers (35 opened a brand new position + 118 added to an existing one). Only 100 were sellers (75 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SMLF holders?

Strong quality — 34% AUM from major funds: 20 of 266 holders rank in the top 100 by AUM, accounting for 34% 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?

41% of holders stayed for 2+ years: 109 out of 267 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.

Is it too late to buy Ishares Tr (SMLF) following the 2026 Q1 hedge fund 13F filings?

As of today, SMLF has moved +6.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +4.4%. Since the quarter end (March 31, 2026), SMLF has gained +15.5% vs +15.9% 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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