Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SUSA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — SUSA

Based on 536 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SUSA 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
536 hedge funds hold SUSA 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 — +11% more funds vs a year ago

fund count last 6Q
+55 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

193 buying204 selling
Last quarter: 204 funds reduced or exited vs 193 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.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new SUSA position: 45 → 62 → 28 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 19% medium ■ 14% new
358 out of 536 hedge funds have held SUSA 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.
💰

Value +23% but shares only +5% — price-driven

Value
+23%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

40 → 45 → 62 → 28 → 55 new funds/Q
New funds entering each quarter: 45 → 62 → 28 → 55. SUSA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Entry-cohort mix of 536 holders: 364 (68%) are 2+ year veterans, 66 entered 1–2 years ago, and 106 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
23 of 535 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SUSA. 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 — SUSA

In 2026 Q2, 193 hedge funds were net buyers of SUSA (55 opened a new position, 138 added to an existing one), while 204 reduced or exited (170 trimmed, 34 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 47% of total institutional value in SUSA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 536.

Hedge Fund Ownership: SUSA

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

Market Analysis: SUSA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SUSA

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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.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: SUSA
533 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 533 515 3.5%
13F Shares 16M 16M 5.18%
Total Value $2.38B $1.93B 23.06%
New Positions 55 28 +27
Increased Positions 138 154 -16
Closed Positions 36 46 -10
Reduced Positions 170 183 -13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SUSA

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Financial Highlights

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Institutional Holders (2026 Q2)

533 + investors

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

QUARTER:
Top 25 SUSA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shira Ridge Wealth Management 15.51% 288,096 $44.5M
2 Farrow Financial, Inc. 7.64% 92,788 $14.3M
3 IMA Advisory Services, Inc. 5.06% 524,325 $80.9M
4 Spinnaker Trust 4.24% 565,699 $87.3M
5 Stewardship Advisors, LLC 4.02% 125,349 $19.3M
6 Hilltop Wealth Advisors, LLC 3.05% 39,993 $6.2M
7 eCIO, Inc. 2.60% 60,027 $9.3M
8 Corundum Group, Inc. 2.19% 47,936 $7.4M
9 VERITY Wealth Advisors 2.17% 23,263 $3.6M
10 Bear Mountain Capital, Inc. 1.76% 39,189 $6.1M
11 Fingerlakes Wealth Management, Inc. 1.67% 20,132 $3.1M
12 New Covenant Trust Company, N.A. 1.41% 12,145 $1.9M
13 BigSur Wealth Management LLC 1.19% 32,000 $4.9M
14 Hershey Financial Advisers, LLC 1.17% 10,571 $1.6M
15 Roof Eidam Maycock Peralta, LLC 1.14% 37,420 $5.8M
16 WHI TRUST Co LLC 1.00% 10,000 $1.5M
17 Red Crane Wealth Management, LLC 0.97% 8,579 $1.3M
18 Financial Planning Fort Collins, LLC 0.92% 7,854 $1.2M
19 Ryan Investment Management, Inc. 0.91% 12,961 $2.0M
20 Quent Capital, LLC 0.86% 90,467 $14.0M
21 Mission Wealth Management, LP 0.82% 434,837 $67.1M
22 Red Reef Advisors LLC 0.77% 5,445 $840K
23 Fsa Wealth Partners, INC. 0.75% 19,329 $3.0M
24 Evergreen Wealth Partners LLC 0.72% 7,809 $1.2M
25 Prentiss Smith & Co Inc 0.70% 8,220 $1.3M
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 (SUSA)

What does the Smart Money Trend signal show for SUSA?

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

More sellers than buyers — 49% buying: Last quarter: 204 funds reduced or exited vs 193 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 SUSA holders?

Elite ownership — 47% AUM from top-100 funds: 23 of 535 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SUSA. 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 SUSA?

67% of holders stayed for 2+ years: 358 out of 536 hedge funds have held SUSA 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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