Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (SMMV)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — SMMV

Based on 116 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SMMV 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 (99% of max)

99% of all-time peak
116 hedge funds hold SMMV 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SMMV is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

48 buying53 selling
Last quarter: 53 funds reduced or exited vs 48 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 15 → 10 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 16% medium 15% new
81 out of 116 hedge funds have held SMMV 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.
📊

Peak discovery — momentum slowing

12 → 11 → 15 → 10 → 12 new funds/Q
New funds entering each quarter: 11 → 15 → 10 → 12. SMMV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 9% 1-2yr 21% new
Of 116 current holders: 81 (70%) 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.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
13 of 116 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in SMMV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Hedge Fund Ownership: SMMV

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

Market Analysis: SMMV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMMV

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

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: SMMV
2026 Q1 Stats Unlock in 18 days 116 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 116 115 0.87%
13F Shares 5M 5M 2.63%
Total Value $216M $201M 7.13%
New Positions 12 10 +2
Increased Positions 36 37 -1
Closed Positions 11 11 -
Reduced Positions 42 41 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMMV

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

Financial Highlights

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Institutional Holders (2026 Q1)

116 + investors

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

Top 25 institutional holders of SMMV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WEALTH MANAGEMENT RESOURCES, INC. 4.25% 279,773 $12.2M
2 MFA Wealth Services 0.55% 19,163 $836K
3 Armbruster Capital Management, Inc. 0.33% 46,540 $2.0M
4 Opulen Financial Group LLC 0.23% 7,474 $326K
5 Fortune Financial Advisors, LLC 0.20% 8,982 $392K
6 REGATTA CAPITAL GROUP, LLC 0.18% 26,676 $1.2M
7 XY Planning Network, Inc. 0.14% 19,601 $860K
8 ADAMSBROWN WEALTH CONSULTANTS LLC 0.11% 9,915 $432K
9 Nova Wealth Management, Inc. 0.09% 3,341 $146K
10 Leelyn Smith, LLC 0.09% 14,848 $648K
11 High Net Worth Advisory Group LLC 0.08% 7,654 $334K
12 S.A. Mason LLC 0.07% 4,438 $194K
13 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.06% 22,399 $977K
14 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.05% 10,622 $463K
15 Professional Financial Advisors, LLC 0.05% 5,172 $226K
16 First Bank & Trust 0.04% 5,039 $220K
17 Harbor Asset Planning, Inc. 0.03% 908 $40K
18 Provident Wealth Management, LLC 0.02% 1,753 $76K
19 Clear Creek Financial Management, LLC 0.02% 5,524 $241K
20 Apollon Wealth Management, LLC 0.02% 22,810 $995K
21 Kestra Advisory Services, LLC 0.01% 72,858 $3.2M
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 169,126 $7.4M
23 Physician Wealth Advisors, Inc. 0.01% 1,415 $62K
24 Cambridge Investment Research Advisors, Inc. 0.01% 50,531 $2K
25 Concurrent Investment Advisors, LLC 0.00% 10,257 $447K
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 (SMMV)

What does the Smart Money Trend signal show for SMMV?

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

More sellers than buyers — 48% buying: Last quarter: 53 funds reduced or exited vs 48 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SMMV holders?

Elite ownership — 51% AUM from top-100 funds: 13 of 116 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in SMMV. 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 SMMV?

70% of holders stayed for 2+ years: 81 out of 116 hedge funds have held SMMV 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.