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

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

As of today, SUSB has moved +-0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), SUSB gained -0.7% vs +13.9% 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 (SUSB)

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

Smart Money Signals — SUSB

Based on 306 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 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

306 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 — +4% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+4% 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

166 buying109 selling

Last quarter: 166 funds were net buyers (26 opened a brand new position + 140 added to an existing one). Only 109 were sellers (86 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 16 → 21 → 39 → 26. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new

190 out of 306 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

36 → 16 → 21 → 39 → 26 new funds/Q

New funds entering each quarter: 16 → 21 → 39 → 26. 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.

🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 15% 1-2yr ■ 21% new

Of 306 current holders: 196 (64%) 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.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

23 of 306 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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	305	303	0.66%
13F Shares	29M	28M	2.85%
Total Value	$680M	$716M	-5.06%
New Positions	26	39	-13
Increased Positions	139	157	-18
Closed Positions	24	19	+5
Reduced Positions	86	66	+20
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

305

303

0.66%

13F Shares

29M

28M

2.85%

Total Value

$680M

$716M

-5.06%

New Positions

-13

Increased Positions

139

157

-18

Closed Positions

Reduced Positions

+20

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

305 + 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:

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

Top 25 SUSB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	LFA - Lugano Financial Advisors SA	5.78%	457,113	$11.4M
2	Impact Investors, Inc	4.22%	242,372	$6.1M
3	Clarity Wealth Development LLC	2.66%	129,802	$3.3M
4	Milestone Investment Advisors LLC	2.56%	422,380	$10.6M
5	IMPACTfolio, LLC	1.88%	176,696	$4.4M
6	Francis Financial, Inc.	1.88%	404,435	$10.1M
7	Northland Capital Management LLC	1.71%	124,439	$3.1M
8	Integris Wealth Management, LLC	1.64%	284,600	$7.1M
9	Wells Financial Advisors INC	1.22%	10,660	$267K
10	Bear Mountain Capital, Inc.	1.16%	153,847	$3.9M
11	Action Point Financial Planning, LLC	1.03%	46,280	$1.2M
12	Kondo Wealth Advisors, Inc.	0.77%	81,367	$2.0M
13	eCIO, Inc.	0.75%	68,378	$1.7M
14	J. Mark Nickell & Co.	0.74%	28,364	$711K
15	Pine Haven Investment Counsel, Inc	0.72%	38,977	$977K
16	Arlington Financial Advisors, LLC	0.64%	178,517	$4.5M
17	Plum Street Advisors, LLC	0.63%	72,544	$1.8M
18	Omega Financial Group, LLC	0.62%	75,894	$1.9M
19	Seeds Investor LLC	0.59%	173,965	$4.4M
20	Wescott Financial Advisory Group, LLC	0.56%	253,896	$6.4M
21	Flagstone Financial Management	0.54%	86,206	$2.2M
22	Birchbrook, INC.	0.51%	41,752	$1.0M
23	Decker Retirement Planning Inc.	0.49%	43,510	$1.1M
24	Kelsey Financial, LLC	0.49%	22,502	$564K
25	St Germain D J Co Inc	0.47%	471,518	$11.8M

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 — 2 quarters in a row: For 2 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 — 60% buying: Last quarter: 166 funds were net buyers (26 opened a brand new position + 140 added to an existing one). Only 109 were sellers (86 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SUSB holders?

Strong quality — 39% AUM from major funds: 23 of 306 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SUSB?

62% of holders stayed for 2+ years: 190 out of 306 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.

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

As of today, SUSB has moved +-0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), SUSB has gained -0.7% vs +13.9% 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 (SUSB)

Smart Money Signals — SUSB

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +4% more funds vs a year ago

More buyers than sellers — 60% buying

Fewer new buyers each quarter (-13 vs last Q)

62% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 64% of holders stayed 2+ years

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — SUSB

Hedge Fund Ownership: SUSB

Market Analysis: SUSB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SUSB

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

Hedge Fund Positioning: SUSB

Statistics: SUSB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (SUSB)

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