Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SUSC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
69%

Smart Money Signals — SUSC

Based on 295 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
295 hedge funds hold SUSC 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 — +13% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 69% buying

202 buying90 selling
Last quarter: 202 funds were net buyers (27 opened a brand new position + 175 added to an existing one). Only 90 were sellers (63 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-28 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 22 → 34 → 55 → 27. 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.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 22% medium ■ 26% new
154 out of 295 hedge funds have held SUSC 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

28 → 22 → 34 → 55 → 27 new funds/Q
New funds entering each quarter: 22 → 34 → 55 → 27. A growing number of institutions are discovering SUSC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 27% newcomers

■ 55% veterans ■ 18% 1-2yr ■ 27% new
Entry-cohort mix of 295 holders: 161 (55%) are 2+ year veterans, 54 entered 1–2 years ago, and 80 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
20 of 295 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in SUSC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — SUSC

In 2026 Q1, 202 hedge funds were net buyers of SUSC (27 opened a new position, 175 added to an existing one), while 90 reduced or exited (63 trimmed, 27 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. 56% of total institutional value in SUSC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 295.

Hedge Fund Ownership: SUSC

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

Market Analysis: SUSC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SUSC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much SUSC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
SUSC
-0.1%
SPY
+14.1%

SUSC outperformed SPY by -14.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SUSC
+1.2%
SPY
+0.3%

Since the filing became public, SUSC outperformed SPY by +0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 3 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: SUSC
290 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 290 295 -1.69%
13F Shares 48M 48M 1.01%
Total Value $1.01B $1.11B -9.24%
New Positions 26 55 -29
Increased Positions 173 156 +17
Closed Positions 31 22 +9
Reduced Positions 61 61 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SUSC

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

290 + investors

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

QUARTER:
Top 25 SUSC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avise Financial Cooperative, Inc. 6.02% 314,454 $7.3M
2 IMPACTfolio, LLC 5.93% 603,397 $14.0M
3 Invera Wealth Advisors, LLC 3.61% 243,091 $5.6M
4 Wells Financial Advisors INC 2.43% 23,045 $533K
5 Archer Investment Management, LLC 2.38% 244,396 $5.7M
6 Davis Wealth Advisors, LLC 1.92% 99,956 $2.3M
7 Topel & Distasi Wealth Management, LLC 1.09% 91,152 $2.1M
8 Contango Wealth Management LLC 0.99% 36,532 $845K
9 One Wealth Advisors, LLC 0.92% 318,544 $7.4M
10 Midwest Financial Partners Investments, Inc. 0.83% 67,772 $1.6M
11 Birchbrook, INC. 0.82% 72,177 $1.7M
12 Oregon Pacific Wealth Management, LLC 0.69% 28,615 $662K
13 RCS Financial Planning, LLC 0.65% 54,099 $1.3M
14 Horst & Graben Wealth Management LLC 0.64% 202,382 $4.7M
15 Sharkey, Howes & Javer 0.57% 181,359 $4.2M
16 Kelsey Financial, LLC 0.55% 27,137 $628K
17 Legacy Edge Advisors, LLC 0.53% 218,857 $5.1M
18 Summit Wealth Group, LLC 0.51% 96,649 $2.2M
19 Skyline Advisors, Inc. 0.47% 58,124 $1.3M
20 LifePlan Investment Advisors, Inc. 0.47% 51,360 $1.2M
21 Theory Financial LLC 0.38% 47,390 $1.1M
22 Rossby Financial, LCC 0.38% 80,980 $1.9M
23 Cornerstone Financial Management LLC 0.33% 15,645 $362K
24 Red Reef Advisors LLC 0.32% 13,550 $317K
25 Curtis Wealth Management LLC 0.32% 14,664 $339K
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 (SUSC)

What does the Smart Money Trend signal show for SUSC?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SUSC?

More buyers than sellers — 69% buying: Last quarter: 202 funds were net buyers (27 opened a brand new position + 175 added to an existing one). Only 90 were sellers (63 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SUSC holders?

Elite ownership — 56% AUM from top-100 funds: 20 of 295 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in SUSC. 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 SUSC?

52% of holders stayed for 2+ years: 154 out of 295 hedge funds have held SUSC 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 (SUSC) following the 2026 Q1 hedge fund 13F filings?

As of today, SUSC has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), SUSC has gained -0.1% vs +14.1% 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.

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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