Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SUB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — SUB

Based on 916 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SUB 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
916 hedge funds hold SUB 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.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+72 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

477 buying336 selling
Last quarter: 477 funds bought or added vs 336 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 (+7 vs last Q)

new funds entering per quarter
Funds opening a new SUB position: 56 → 93 → 89 → 96. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
576 out of 916 hedge funds have held SUB 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.
📈

Growing discovery — still being found

95 → 56 → 93 → 89 → 96 new funds/Q
New funds entering each quarter: 56 → 93 → 89 → 96. A growing number of institutions are discovering SUB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 916 holders: 604 (66%) are 2+ year veterans, 127 entered 1–2 years ago, and 185 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
32 of 916 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SUB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — SUB

In 2026 Q2, 477 hedge funds were net buyers of SUB (96 opened a new position, 381 added to an existing one), while 336 reduced or exited (274 trimmed, 62 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in SUB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 916.

Hedge Fund Ownership: SUB

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

Market Analysis: SUB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SUB

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 19 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SUB
911 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 911 882 3.29%
13F Shares 91M 87M 3.66%
Total Value $9.53B $9.44B 1.04%
New Positions 95 89 +6
Increased Positions 379 386 -7
Closed Positions 66 62 +4
Reduced Positions 274 250 +24
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SUB

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Financial Highlights

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Institutional Holders (2026 Q2)

911 + investors

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

QUARTER:
Top 25 SUB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Safe Harbor Family Capital, LLC 16.71% 234,813 $25.0M
2 Gross & Hartman Investments LLC 13.23% 281,424 $30.0M
3 Bear Mountain Capital, Inc. 8.69% 282,429 $30.0M
4 Heritage Investment Group, Inc. 7.89% 551,509 $58.7M
5 Salomon & Ludwin, LLC 6.36% 726,711 $77.3M
6 Robinhood Asset Management, LLC 5.13% 901,267 $96.0M
7 Invested Advisors 4.19% 44,469 $4.7M
8 Brown Wealth Management, LLC 4.00% 168,105 $17.9M
9 Life Planning Partners, Inc 3.99% 50,465 $5.4M
10 Durante & Waters, LLC 3.97% 56,868 $6.1M
11 Apex Wealth Management, LLC 3.35% 51,444 $5.5M
12 Sentinel Wealth Management, INC. 3.34% 44,449 $4.7M
13 Aua Capital Management, LLC 3.32% 67,195 $7.2M
14 1015 Capital Partners, LLC 3.24% 36,323 $3.9M
15 Legacy Edge Advisors, LLC 2.66% 187,405 $19.9M
16 Investment Research Partners LLC 2.61% 72,397 $7.7M
17 K2 Financial Inc. 2.58% 34,423 $3.7M
18 Arkansas Financial Group, INC. 2.42% 174,286 $18.6M
19 Signal Tree Financial Partners LLC 2.34% 33,165 $3.5M
20 LVW Advisors, LLC 2.34% 253,970 $27.0M
21 Hudson Oak Wealth Advisory LLC 2.32% 28,307 $3.0M
22 BCO Wealth Management LLC 2.29% 39,461 $4.2M
23 Avail Investment Partners, LLC 2.29% 27,927 $3.0M
24 North Dallas Bank & Trust Co 2.29% 36,206 $3.9M
25 Sanchez Levi Garrett 2.22% 38,400 $4.1M
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 (SUB)

What does the Smart Money Trend signal show for SUB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SUB 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 SUB?

Slight buying edge — 59% buying: Last quarter: 477 funds bought or added vs 336 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 SUB holders?

Elite ownership — 43% AUM from top-100 funds: 32 of 916 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SUB. 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 SUB?

63% of holders stayed for 2+ years: 576 out of 916 hedge funds have held SUB 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.

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