Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SVAL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — SVAL

Based on 46 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SVAL 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
46 hedge funds hold SVAL 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.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

22 buying11 selling
Last quarter: 22 funds were net buyers (13 opened a brand new position + 9 added to an existing one). Only 11 were sellers (9 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 3 → 10 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 35% medium ■ 22% new
20 out of 46 hedge funds have held SVAL 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.
💰

Value +20% but shares only +3% — price-driven

Value
+19%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

3 → 5 → 3 → 10 → 13 new funds/Q
New funds entering each quarter: 5 → 3 → 10 → 13. A growing number of institutions are discovering SVAL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 54% veterans vs 22% newcomers

■ 54% veterans ■ 24% 1-2yr ■ 22% new
Entry-cohort mix of 46 holders: 25 (54%) are 2+ year veterans, 11 entered 1–2 years ago, and 10 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
10 of 45 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — SVAL

In 2026 Q2, 22 hedge funds were net buyers of SVAL (13 opened a new position, 9 added to an existing one), while 11 reduced or exited (9 trimmed, 2 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 46.

Hedge Fund Ownership: SVAL

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

Market Analysis: SVAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SVAL

-- --

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: SVAL
45 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 45 35 28.57%
13F Shares 3M 3M 2.93%
Total Value $144M $121M 19.67%
New Positions 13 10 +3
Increased Positions 9 9 -
Closed Positions 2 6 -4
Reduced Positions 9 9 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SVAL

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

45 + investors

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

QUARTER:
Top 25 SVAL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Money Concepts Capital Corp 5.48% 2,828,726 $118.2M
2 Prepared Retirement Institute LLC 0.86% 48,177 $2.0M
3 Global Assets Advisory, LLC 0.27% 28,898 $1.2M
4 Apeiron RIA LLC 0.26% 24,271 $1.0M
5 Dynamic Financial Group 0.19% 6,009 $251K
6 NovaPoint Capital, LLC 0.11% 12,218 $511K
7 Well Done, LLC 0.10% 17,604 $736K
8 Worth Financial Advisory Group, LLC 0.09% 5,090 $213K
9 Colton Groome Financial Advisors, LLC 0.05% 5,119 $214K
10 Westside Investment Management, Inc. 0.01% 1,300 $54K
11 Chicago Partners Investment Group LLC 0.01% 7,197 $303K
12 OpenArc Corporate Advisory, LLC 0.01% 11,204 $468K
13 1 North Wealth Services LLC 0.00% 350 $15K
14 Crews Bank & Trust 0.00% 570 $24K
15 Tower Research Capital LLC (TRC) 0.00% 1,770 $74K
16 Winch Advisory Services, LLC 0.00% 168 $7K
17 Mariner, LLC 0.00% 32,508 $1.4M
18 International Assets Investment Management, LLC 0.00% 540 $23K
19 Sanctuary Advisors, LLC 0.00% 6,920 $289K
20 Integrated Wealth Concepts LLC 0.00% 6,230 $260K
21 Two Sigma Investments, LP 0.00% 36,300 $1.5M
22 Private Advisor Group, LLC 0.00% 5,542 $232K
23 NewEdge Advisors, LLC 0.00% 5,253 $219K
24 Bank of America Corp /de/ 0.00% 179,896 $7.5M
25 Commonwealth Equity Services, LLC 0.00% 9,174 $383K
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 (SVAL)

What does the Smart Money Trend signal show for SVAL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SVAL 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 SVAL?

More buyers than sellers — 67% buying: Last quarter: 22 funds were net buyers (13 opened a brand new position + 9 added to an existing one). Only 11 were sellers (9 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SVAL holders?

Smaller funds dominant — 10% AUM from top-100: 10 of 45 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SVAL?

43% of holders stayed for 2+ years: 20 out of 46 hedge funds have held SVAL 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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