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

ISHARES TR (TECB)

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

Smart Money Signals — TECB

Based on 99 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added TECB 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

99 hedge funds hold TECB 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 — +41% more funds vs a year ago

fund count last 6Q

+29 new funds entered over the past year (+41% 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.

🟡

Slight buying edge — 59% buying

48 buying34 selling

Last quarter: 48 funds bought or added vs 34 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.

➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 13 → 14 → 17 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 39% long-term, 34% new

■ 39% conviction (2yr+) ■ 26% medium ■ 34% new

Of the 99 current holders: 39 (39%) held >2 years, 26 held 1–2 years, and 34 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📈

Growing discovery — still being found

12 → 13 → 14 → 17 → 17 new funds/Q

New funds entering each quarter: 13 → 14 → 17 → 17. A growing number of institutions are discovering TECB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 41% of holders stayed 2+ years

■ 41% veterans ■ 16% 1-2yr ■ 42% new

Of 99 current holders: 41 (41%) 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.

📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds

15 of 99 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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	99	89	11.24%
13F Shares	5M	5M	-3.59%
Total Value	$312M	$320M	-2.6%
New Positions	17	17	-
Increased Positions	31	25	+6
Closed Positions	7	5	+2
Reduced Positions	27	27	-
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

11.24%

13F Shares

-3.59%

Total Value

$312M

$320M

-2.6%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

99 + investors

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

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

Top 24 institutional holders of TECB — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SHEETS SMITH WEALTH MANAGEMENT	0.24%	38,040	$2.1M
2	Austin Wealth Management, LLC	0.22%	17,428	$985K
3	VALLEY NATIONAL ADVISERS INC	0.21%	29,048	$2K
4	United Advisor Group, LLC	0.07%	10,226	$567K
5	Stratos Wealth Advisors, LLC	0.04%	12,236	$679K
6	PFG Investments, LLC	0.03%	10,708	$594K
7	Comprehensive Financial Planning, Inc./PA	0.03%	678	$38K
8	Fiduciary Alliance LLC	0.02%	6,397	$387K
9	STEPH & CO	0.01%	850	$47K
10	DAGCO, INC.	0.01%	846	$47K
11	J.W. COLE ADVISORS, INC.	0.01%	4,250	$236K
12	Pinnacle Bancorp, Inc.	0.01%	419	$23K
13	RFG Advisory, LLC	0.00%	4,322	$240K
14	Private Advisor Group, LLC	0.00%	13,667	$758K
15	Physician Wealth Advisors, Inc.	0.00%	400	$22K
16	Farther Finance Advisors, LLC	0.00%	4,953	$277K
17	PFS Partners, LLC	0.00%	66	$4K
18	NBC SECURITIES, INC.	0.00%	375	$21K
19	CENTRAL TRUST Co	0.00%	1,000	$55K
20	Abound Wealth Management	0.00%	79	$4K
21	Sound Income Strategies, LLC	0.00%	268	$15K
22	IFP Advisors, Inc	0.00%	283	$16K
23	CoreCap Advisors, LLC	0.00%	160	$9K
24	CREATIVE FINANCIAL DESIGNS INC /ADV	0.00%	22	$1K

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 (TECB)

What does the Smart Money Trend signal show for TECB?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added TECB 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 TECB?

Slight buying edge — 59% buying: Last quarter: 48 funds bought or added vs 34 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 TECB holders?

Smaller funds dominant — 9% AUM from top-100: 15 of 99 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TECB?

Mixed — 39% long-term, 34% new: Of the 99 current holders: 39 (39%) held >2 years, 26 held 1–2 years, and 34 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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 (TECB)

Smart Money Signals — TECB

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +41% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~17 new funds per quarter

Mixed — 39% long-term, 34% new

Growing discovery — still being found

Deep conviction — 41% of holders stayed 2+ years

Smaller funds dominant — 9% AUM from top-100

Hedge Fund Ownership: TECB

Market Analysis: TECB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TECB

Hedge Fund Positioning: TECB

Statistics: TECB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (TECB)

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