Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SUSB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
3Q ▲
Buyers last Q
80%

Smart Money Signals — SUSB

Based on 350 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 SUSB 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
350 hedge funds hold SUSB 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 — +20% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 80% buying

255 buying65 selling
Last quarter: 255 funds were net buyers (64 opened a brand new position + 191 added to an existing one). Only 65 were sellers (44 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+37 vs last Q)

new funds entering per quarter
Funds opening a new SUSB position: 21 → 39 → 27 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 20% medium ■ 23% new
199 out of 350 hedge funds have held SUSB 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.
🚀

Acceleration phase — new buyers rushing in

17 → 21 → 39 → 27 → 64 new funds/Q
New funds entering each quarter: 21 → 39 → 27 → 64. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 59% veterans vs 23% newcomers

■ 59% veterans ■ 18% 1-2yr ■ 23% new
Entry-cohort mix of 350 holders: 207 (59%) are 2+ year veterans, 62 entered 1–2 years ago, and 81 (23%) 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
23 of 350 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SUSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — SUSB

In 2026 Q2, 255 hedge funds were net buyers of SUSB (64 opened a new position, 191 added to an existing one), while 65 reduced or exited (44 trimmed, 21 sold completely) — a 80% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in SUSB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +43 funds (more new holders than closures). Total institutional holders: 350.

Hedge Fund Ownership: SUSB

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

Market Analysis: SUSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SUSB

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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.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: SUSB
348 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 348 307 13.36%
13F Shares 39M 29M 32.47%
Total Value $916M $680M 34.79%
New Positions 63 27 +36
Increased Positions 191 140 +51
Closed Positions 22 24 -2
Reduced Positions 44 86 -42
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SUSB

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Institutional Holders (2026 Q2)

348 + investors

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

QUARTER:
Top 25 SUSB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Impact Investors, Inc 3.83% 209,479 $5.2M
2 Atomic Invest LLC 2.88% 202,576 $5.1M
3 Wells Financial Advisors INC 2.47% 10,660 $266K
4 Avise Financial Cooperative, Inc. 2.40% 135,339 $3.4M
5 Milestone Investment Advisors LLC 2.24% 414,403 $10.4M
6 Odyssey Group, LLC 2.10% 309,835 $7.7M
7 Clarity Wealth Development LLC 1.84% 132,392 $3.3M
8 IMPACTfolio, LLC 1.71% 181,238 $4.5M
9 Francis Financial, Inc. 1.68% 410,670 $10.3M
10 Northland Capital Management LLC 1.62% 120,212 $3.0M
11 Integris Wealth Management, LLC 1.53% 303,735 $7.6M
12 Bear Mountain Capital, Inc. 1.14% 157,921 $3.9M
13 Davis Wealth Advisors, LLC 0.87% 45,001 $1.1M
14 Wealth Advisory Team LLC 0.87% 42,713 $1.1M
15 Pine Haven Investment Counsel, Inc 0.71% 42,352 $1.1M
16 Archer Investment Management, LLC 0.64% 74,788 $1.9M
17 Kondo Wealth Advisors, Inc. 0.60% 71,253 $1.8M
18 Plum Street Advisors, LLC 0.59% 73,885 $1.8M
19 Arlington Financial Advisors, LLC 0.57% 179,508 $4.5M
20 Omega Financial Group, LLC 0.56% 73,533 $1.8M
21 Townsend Financial Planning, LLC 0.52% 23,755 $594K
22 Birchbrook, INC. 0.51% 43,642 $1.1M
23 eCIO, Inc. 0.51% 72,604 $1.8M
24 Flagstone Financial Management 0.50% 89,945 $2.2M
25 Wescott Financial Advisory Group, LLC 0.49% 255,365 $6.4M
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 (SUSB)

What does the Smart Money Trend signal show for SUSB?

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

More buyers than sellers — 80% buying: Last quarter: 255 funds were net buyers (64 opened a brand new position + 191 added to an existing one). Only 65 were sellers (44 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SUSB holders?

Elite ownership — 43% AUM from top-100 funds: 23 of 350 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SUSB. 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 SUSB?

57% of holders stayed for 2+ years: 199 out of 350 hedge funds have held SUSB 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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