Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SUSC)

305 + 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
↑ +11
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — SUSC

Based on 306 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 SUSC 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 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 — +20% more funds vs a year ago

fund count last 6Q
+50 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.
🟡

Slight buying edge — 56% buying

167 buying132 selling
Last quarter: 167 funds bought or added vs 132 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new SUSC position: 34 → 56 → 27 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 23% new
161 out of 306 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.
📊

Peak discovery — momentum slowing

23 → 34 → 56 → 27 → 37 new funds/Q
New funds entering each quarter: 34 → 56 → 27 → 37. SUSC 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 — 56% veterans vs 27% newcomers

■ 56% veterans ■ 17% 1-2yr ■ 27% new
Entry-cohort mix of 306 holders: 171 (56%) are 2+ year veterans, 51 entered 1–2 years ago, and 84 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
22 of 306 holders are among the 100 largest funds by AUM, controlling 58% 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.
3.8
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 — SUSC

In 2026 Q2, 167 hedge funds were net buyers of SUSC (37 opened a new position, 130 added to an existing one), while 132 reduced or exited (106 trimmed, 26 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 58% of total institutional value in SUSC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 306.

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

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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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: SUSC
305 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 305 295 3.39%
13F Shares 48M 48M 0.09%
Total Value $1.04B $1.01B 2.39%
New Positions 36 27 +9
Increased Positions 130 175 -45
Closed Positions 26 28 -2
Reduced Positions 106 63 +43
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SUSC

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Institutional Holders (2026 Q2)

305 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IMPACTfolio, LLC 5.38% 617,579 $14.3M
2 Wells Financial Advisors INC 4.95% 23,045 $534K
3 Avise Financial Cooperative, Inc. 3.92% 238,683 $5.5M
4 Invera Wealth Advisors, LLC 3.20% 257,659 $6.0M
5 Davis Wealth Advisors, LLC 1.56% 86,847 $2.0M
6 Topel & Distasi Wealth Management, LLC 1.09% 97,349 $2.3M
7 Birchbrook, INC. 0.81% 74,185 $1.7M
8 Turner Financial Group, Inc. 0.79% 34,293 $794K
9 One Wealth Advisors, LLC 0.75% 294,788 $6.8M
10 Kelsey Financial, LLC 0.73% 41,767 $967K
11 RCS Financial Planning, LLC 0.64% 58,299 $1.3M
12 Archer Investment Management, LLC 0.63% 79,609 $1.8M
13 Midwest Financial Partners Investments, Inc. 0.59% 61,409 $1.4M
14 Horst & Graben Wealth Management LLC 0.50% 163,562 $3.8M
15 Summit Wealth Group, LLC 0.46% 97,913 $2.3M
16 Skyline Advisors, Inc. 0.46% 62,842 $1.5M
17 Oregon Pacific Wealth Management, LLC 0.44% 20,209 $468K
18 Sharkey, Howes & Javer 0.40% 141,884 $3.3M
19 Legacy Edge Advisors, LLC 0.37% 119,398 $2.8M
20 Rossby Financial, LCC 0.36% 84,767 $2.0M
21 Cornerstone Financial Management LLC 0.32% 17,344 $402K
22 Red Reef Advisors LLC 0.30% 14,159 $328K
23 Theory Financial LLC 0.30% 41,371 $958K
24 Private Wealth Management Group, LLC 0.30% 55,901 $1.3M
25 Talisman Wealth Advisors LLC 0.28% 16,478 $381K
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?

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

Slight buying edge — 56% buying: Last quarter: 167 funds bought or added vs 132 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SUSC holders?

Elite ownership — 58% AUM from top-100 funds: 22 of 306 holders are among the 100 largest funds by AUM, controlling 58% 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?

53% of holders stayed for 2+ years: 161 out of 306 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.

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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