Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (STIP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — STIP

Based on 699 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their STIP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
699 hedge funds hold STIP 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 — +22% more funds vs a year ago

fund count last 6Q
+125 new funds entered over the past year (+22% 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.
🟡

Slight buying edge — 51% buying

372 buying356 selling
Last quarter: 372 funds bought or added vs 356 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 (+14 vs last Q)

new funds entering per quarter
Funds opening a new STIP position: 86 → 143 → 81 → 95. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 19% new
411 out of 699 hedge funds have held STIP 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

88 → 86 → 143 → 81 → 95 new funds/Q
New funds entering each quarter: 86 → 143 → 81 → 95. STIP 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 — 62% of holders stayed 2+ years

■ 62% veterans ■ 11% 1-2yr ■ 26% new
Of 699 current holders: 435 (62%) 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.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
22 of 699 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: STIP

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

Market Analysis: STIP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STIP

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

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 32 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: STIP
2026 Q1 Stats Unlock in 20 days 699 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 699 710 -1.55%
13F Shares 99M 100M -0.51%
Total Value $10.15B $10.29B -1.42%
New Positions 95 81 +14
Increased Positions 277 361 -84
Closed Positions 106 70 +36
Reduced Positions 250 188 +62
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STIP

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Financial Highlights

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Institutional Holders (2026 Q1)

699 + investors

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

Top 25 institutional holders of STIP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 KEATING INVESTMENT COUNSELORS INC 16.33% 637,361 $65.9M
2 Ethos Capital Management, Inc. 11.60% 130,714 $13.5M
3 WEALTHCARE CAPITAL MANAGEMENT LLC 9.49% 917,536 $94.9M
4 Northland Capital Management LLC 8.94% 158,107 $16.4M
5 Abacus Planning Group, Inc. 8.39% 602,288 $62.3M
6 Deane Retirement Strategies, Inc. 8.24% 198,076 $20.5M
7 Walker Financial Services, Inc. 7.61% 215,048 $22.2M
8 Seneca Financial Advisors LLC 7.54% 248,663 $25.7M
9 Holcombe Financial, Inc. 7.00% 115,158 $11.9M
10 Western Reserve Capital Management, LLC 6.42% 75,678 $7.8M
11 MJT & Associates Financial Advisory Group, Inc. 5.83% 76,827 $7.9M
12 AJ Advisors, LLC 5.66% 147,499 $15.3M
13 JEPPSON WEALTH MANAGEMENT, LLC 5.56% 171,466 $17.7M
14 Family Legacy Financial Solutions, LLC 5.55% 66,627 $6.9M
15 Austin Asset Management Co Inc 5.28% 310,550 $32.1M
16 Sugar Maple Asset Management, LLC 5.00% 79,596 $8.2M
17 Portland Financial Advisors Inc 4.80% 22,305 $2.3M
18 Kelman-Lazarov, Inc. 4.62% 311,471 $32.2M
19 Stordahl Capital Management, Inc. 4.52% 211,973 $21.9M
20 Amplius Wealth Advisors, LLC 4.40% 510,301 $52.8M
21 ALTFEST L J & CO INC 4.33% 391,581 $40.5M
22 RITHOLTZ WEALTH MANAGEMENT 4.32% 2,409,803 $249.2M
23 DDFG, Inc 4.28% 192,015 $19.9M
24 SEMITAM BONAM LLC 4.22% 49,874 $5.2M
25 LVW Advisors, LLC 4.13% 418,646 $43.3M
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 (STIP)

What does the Smart Money Trend signal show for STIP?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their STIP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for STIP?

Slight buying edge — 51% buying: Last quarter: 372 funds bought or added vs 356 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 STIP holders?

Smaller funds dominant — 16% AUM from top-100: 22 of 699 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held STIP?

59% of holders stayed for 2+ years: 411 out of 699 hedge funds have held STIP 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.