ISHARES TR (SUSB): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (SUSB)

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

Smart Money Signals — SUSB

Based on 285 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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

285 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding SUSB is almost the same as a year ago (-1 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 68% buying

183 buying85 selling

Last quarter: 183 funds were net buyers (35 opened a brand new position + 148 added to an existing one). Only 85 were sellers (66 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter

Funds opening a new SUSB position: 35 → 15 → 20 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 21% medium ■ 13% new

187 out of 285 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.

➡️

Steady discovery — ~35 new funds/quarter

35 → 35 → 15 → 20 → 35 new funds/Q

New funds entering each quarter: 35 → 15 → 20 → 35. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 21% new

Of 285 current holders: 185 (65%) 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 — 37% AUM from major funds

37% from top-100 AUM funds

16 of 285 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	285	269	5.95%
13F Shares	28M	27M	5.38%
Total Value	$705M	$670M	5.1%
New Positions	35	20	+15
Increased Positions	148	146	+2
Closed Positions	19	28	-9
Reduced Positions	66	57	+9
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

285

269

5.95%

13F Shares

28M

27M

5.38%

Total Value

$705M

$670M

5.1%

New Positions

+15

Increased Positions

148

146

Closed Positions

-9

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

285 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of SUSB — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Impact Investors, Inc	4.22%	242,372	$6.1M
2	Clarity Wealth Development LLC	2.66%	129,802	$3.3M
3	Colorado Capital Management, Inc.	2.40%	257,211	$6K
4	IMPACTfolio, LLC	1.88%	176,696	$4.4M
5	Northland Capital Management LLC	1.71%	124,439	$3.1M
6	Integris Wealth Management, LLC	1.64%	284,600	$7.1M
7	eCIO, Inc.	0.75%	68,378	$1.7M
8	Pine Haven Investment Counsel, Inc	0.72%	38,977	$977K
9	Arlington Financial Advisors, LLC	0.64%	178,517	$4.5M
10	Flagstone Financial Management	0.54%	86,206	$2.2M
11	BIRCHBROOK, INC.	0.51%	41,752	$1.0M
12	Decker Retirement Planning Inc.	0.49%	43,510	$1.1M
13	ST GERMAIN D J CO INC	0.47%	471,518	$11.8M
14	Townsend Financial Planning, LLC	0.45%	18,454	$463K
15	VERITY Wealth Advisors	0.44%	26,322	$660K
16	Westfuller Advisors, LLC	0.40%	37,199	$932K
17	Exchange Bank	0.40%	22,826	$572K
18	RED REEF ADVISORS LLC	0.36%	14,119	$356K
19	Joel Adams & Associates, Inc.	0.36%	19,338	$485K
20	REGATTA CAPITAL GROUP, LLC	0.34%	90,776	$2.3M
21	Elser Financial Planning, Inc	0.33%	272,382	$6.8M
22	Shotwell Rutter Baer Inc	0.31%	21,173	$531K
23	Strategic Point Investment Advisors, LLC	0.27%	75,295	$1.9M
24	Midwest Financial Partners Investments, Inc.	0.27%	20,220	$507K
25	Charter Oak Capital Management, LLC	0.27%	138,119	$3.5M

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 (SUSB)

What does the Smart Money Trend signal show for SUSB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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 — 68% buying: Last quarter: 183 funds were net buyers (35 opened a brand new position + 148 added to an existing one). Only 85 were sellers (66 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SUSB holders?

Strong quality — 37% AUM from major funds: 16 of 285 holders rank in the top 100 by AUM, accounting for 37% 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?

66% of holders stayed for 2+ years: 187 out of 285 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.

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ISHARES TR (SUSB)

Smart Money Signals — SUSB

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 68% buying

More new buyers each quarter (+15 vs last Q)

66% of holders stayed for 2+ years

Steady discovery — ~35 new funds/quarter

Deep conviction — 65% of holders stayed 2+ years

Strong quality — 37% AUM from major funds

Hedge Fund Ownership: SUSB

Market Analysis: SUSB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SUSB

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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