Ishares Tr (SUB): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, SUB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SUB gained nan% vs +15.1% 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.

Ishares Tr (SUB)

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

Smart Money Signals — SUB

Based on 881 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 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

881 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 — +7% more funds vs a year ago

fund count last 6Q

+61 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 60% buying

474 buying310 selling

Last quarter: 474 funds were net buyers (88 opened a brand new position + 386 added to an existing one). Only 310 were sellers (250 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~88 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 94 → 56 → 93 → 88. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 21% medium ■ 15% new

563 out of 881 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

81 → 94 → 56 → 93 → 88 new funds/Q

New funds entering each quarter: 94 → 56 → 93 → 88. 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 881 holders: 583 (66%) are 2+ year veterans, 120 entered 1–2 years ago, and 178 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds

29 of 881 holders are among the 100 largest funds by AUM, controlling 42% 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	876	853	2.7%
13F Shares	87M	80M	9.04%
Total Value	$9.42B	$8.71B	8.18%
New Positions	86	93	-7
Increased Positions	384	384	-
Closed Positions	63	60	+3
Reduced Positions	249	247	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

876

853

2.7%

13F Shares

87M

80M

9.04%

Total Value

$9.42B

$8.71B

8.18%

New Positions

-7

Increased Positions

384

Closed Positions

Reduced Positions

249

247

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

876 + 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:

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

Top 25 SUB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Safe Harbor Family Capital, LLC	19.27%	231,281	$24.6M
2	Gross & Hartman Investments LLC	16.77%	275,798	$29.4M
3	Heritage Investment Group, Inc.	8.72%	541,010	$57.6M
4	Bear Mountain Capital, Inc.	8.31%	258,958	$27.6M
5	Salomon & Ludwin, LLC	6.81%	711,088	$76.3M
6	Robinhood Asset Management, LLC	5.83%	755,267	$80.4M
7	DGS Capital Management, LLC	5.77%	330,165	$35.2M
8	Invested Advisors	4.89%	45,489	$4.8M
9	Life Planning Partners, Inc	4.44%	54,582	$5.8M
10	Brown Wealth Management, LLC	4.25%	155,398	$16.5M
11	Durante & Waters, LLC	4.07%	52,780	$5.6M
12	Investment Research Partners LLC	3.92%	90,494	$9.6M
13	Sentinel Wealth Management, INC.	3.87%	45,459	$4.8M
14	Aua Capital Management, LLC	3.67%	67,377	$7.2M
15	Apex Wealth Management, LLC	3.66%	50,103	$5.3M
16	1015 Capital Partners, LLC	3.64%	34,708	$3.7M
17	O'Domhnaill Enterprises, Inc.	3.44%	40,132	$4.3M
18	IF Advisors, LLC	3.20%	42,500	$4.5M
19	K2 Financial Inc.	2.93%	37,717	$4.0M
20	Signal Tree Financial Partners LLC	2.69%	33,439	$3.6M
21	Hudson Oak Wealth Advisory LLC	2.63%	28,368	$3.0M
22	Arkansas Financial Group, INC.	2.60%	175,251	$18.7M
23	Sanchez Levi Garrett	2.55%	38,236	$4.1M
24	RMR Wealth Builders	2.47%	294,637	$31.4M
25	Ellevest, Inc.	2.44%	164,434	$17.5M

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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 60% buying: Last quarter: 474 funds were net buyers (88 opened a brand new position + 386 added to an existing one). Only 310 were sellers (250 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SUB holders?

Elite ownership — 42% AUM from top-100 funds: 29 of 881 holders are among the 100 largest funds by AUM, controlling 42% 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?

64% of holders stayed for 2+ years: 563 out of 881 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.

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

As of today, SUB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SUB has gained nan% vs +15.1% 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.

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Ishares Tr (SUB)

Smart Money Signals — SUB

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +7% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~88 new funds per quarter

64% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 66% veterans vs 20% newcomers

Elite ownership — 42% AUM from top-100 funds

Institutional Sentiment Summary — SUB

Hedge Fund Ownership: SUB

Market Analysis: SUB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SUB

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

Hedge Fund Positioning: SUB

Statistics: SUB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (SUB)

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