Ishares Tr (SMLF) Hedge Fund Ownership (Q2 2026)

Ishares Tr (SMLF)

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

Smart Money Signals — SMLF

Based on 300 hedge funds · latest filing: 2026 Q2 · 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

300 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 — +43% more funds vs a year ago

fund count last 6Q

+90 new funds entered over the past year (+43% 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 — 63% buying

176 buying104 selling

Last quarter: 176 funds were net buyers (51 opened a brand new position + 125 added to an existing one). Only 104 were sellers (86 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter

Funds opening a new SMLF position: 34 → 41 → 35 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 29% medium ■ 30% new

121 out of 300 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.

💰

Price up while funds trimmed (+14% value, -2% shares)

Value

+14%

-2%

Last quarter: total value of institutional SMLF holdings rose +14% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📈

Growing discovery — still being found

40 → 34 → 41 → 35 → 51 new funds/Q

New funds entering each quarter: 34 → 41 → 35 → 51. A growing number of institutions are discovering SMLF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 42% veterans vs 42% newcomers

■ 42% veterans ■ 16% 1-2yr ■ 42% new

Entry-cohort mix of 300 holders: 127 (42%) are 2+ year veterans, 47 entered 1–2 years ago, and 126 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds

22 of 299 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in SMLF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	297	267	11.24%
13F Shares	35M	36M	-2.41%
Total Value	$3.02B	$2.65B	14.09%
New Positions	51	35	+16
Increased Positions	124	118	+6
Closed Positions	20	26	-6
Reduced Positions	86	75	+11
Total Calls	1	1	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

297

267

11.24%

13F Shares

35M

36M

-2.41%

Total Value

$3.02B

$2.65B

14.09%

New Positions

+16

Increased Positions

124

118

Closed Positions

-6

Reduced Positions

+11

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q2)

297 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SMLF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Fox Financial, Inc	17.46%	281,234	$25.1M
2	Pacific Center for Financial Services	7.53%	378,802	$33.8M
3	Family Office Research LLC	6.86%	205,028	$18.3M
4	Reston Wealth Management LLC	6.36%	264,869	$23.6M
5	Ptm Wealth Management, LLC	6.23%	160,957	$13.8M
6	Cornerstone Planning Group LLC	5.24%	481,038	$41.6M
7	Summitpoint Capital Management	4.96%	51,604	$4.6M
8	Advance Capital Management, Inc.	4.25%	1,476,512	$131.6M
9	Wingate Wealth Advisors, Inc.	4.24%	107,883	$9.6M
10	FMA Wealth Management, LLC	4.23%	74,125	$6.6M
11	Financial Management Professionals, Inc.	4.01%	474,926	$42.3M
12	Vista Cima Wealth Management LLC	4.00%	60,239	$5.4M
13	Madison Wealth Partners, Inc	3.62%	319,045	$28.4M
14	Ullmann Wealth Partners Group, LLC	3.49%	430,738	$38.4M
15	Acropolis Investment Management, LLC	3.27%	977,307	$73.8M
16	Aspen Wealth Strategies, LLC	3.27%	75,838	$6.8M
17	Denver PWM, LLC	3.17%	106,982	$9.7M
18	Clearwater Capital Advisors, LLC	3.10%	474,741	$42.3M
19	River Wealth Advisors LLC	2.94%	315,394	$28.1M
20	AllGen Financial Advisors, Inc.	2.75%	153,712	$11.6M
21	Live Oak Investment Partners	2.74%	57,051	$5.1M
22	GEM Asset Management, LLC	2.51%	71,512	$6.4M
23	Williams Financial, LLC	2.34%	50,761	$4.5M
24	Harbor Asset Planning, Inc.	2.26%	33,709	$3.0M
25	Cora Capital Advisors LLC	2.22%	88,710	$7.9M

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 — 63% buying: Last quarter: 176 funds were net buyers (51 opened a brand new position + 125 added to an existing one). Only 104 were sellers (86 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SMLF holders?

Elite ownership — 41% AUM from top-100 funds: 22 of 299 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in SMLF. 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 SMLF?

40% of holders stayed for 2+ years: 121 out of 300 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.

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Ishares Tr (SMLF)

Smart Money Signals — SMLF

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +43% more funds vs a year ago

More buyers than sellers — 63% buying

More new buyers each quarter (+16 vs last Q)

40% of holders stayed for 2+ years

Price up while funds trimmed (+14% value, -2% shares)

Growing discovery — still being found

Veteran-anchored — 42% veterans vs 42% newcomers

Elite ownership — 41% AUM from top-100 funds

Institutional Sentiment Summary — SMLF

Hedge Fund Ownership: SMLF

Market Analysis: SMLF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SMLF

Hedge Fund Positioning: SMLF

Statistics: SMLF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (SMLF)

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