Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (TFLO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — TFLO

Based on 415 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added TFLO 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.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
415 funds currently hold this stock — 86% of the 3.0-year high of 482 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🟠

More sellers than buyers — 49% buying

210 buying218 selling
Last quarter: 218 funds reduced or exited vs 210 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~61 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 46 → 38 → 63 → 61. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 27% medium ■ 20% new
222 out of 415 hedge funds have held TFLO 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

45 → 46 → 38 → 63 → 61 new funds/Q
New funds entering each quarter: 46 → 38 → 63 → 61. A growing number of institutions are discovering TFLO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 24% newcomers

■ 59% veterans ■ 17% 1-2yr ■ 24% new
Entry-cohort mix of 415 holders: 243 (59%) are 2+ year veterans, 72 entered 1–2 years ago, and 100 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
21 of 415 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 — TFLO

In 2026 Q1, 210 hedge funds were net buyers of TFLO (61 opened a new position, 149 added to an existing one), while 218 reduced or exited (170 trimmed, 48 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 35% of total institutional value in TFLO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 415.

Hedge Fund Ownership: TFLO

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

Market Analysis: TFLO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TFLO

-- --

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

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

Signal Freshness measures how much TFLO 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 · 83d ago
TFLO
-0.1%
SPY
+14.8%

TFLO outperformed SPY by -14.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
TFLO
+0.4%
SPY
+1.0%

Since the filing became public, TFLO outperformed SPY by -0.6% .

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.

14 top-rated funds 23 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: TFLO
412 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 412 402 2.49%
13F Shares 74M 71M 4.66%
Total Value $3.65B $3.57B 2.24%
New Positions 58 63 -5
Increased Positions 149 141 +8
Closed Positions 48 46 +2
Reduced Positions 170 165 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TFLO

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

412 + investors

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

QUARTER:
Top 25 TFLO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Omnitrust Wealth Management, Inc 40.60% 619,183 $31.3M
2 Luminist Capital LLC 29.94% 445,105 $22.5M
3 Stash Investments, LLC 17.81% 906,988 $45.9M
4 J2 Capital Management Inc 16.79% 483,683 $24.5M
5 Moulton Wealth Management, Inc 15.87% 461,402 $23.3M
6 Price Capital Management, Inc. 14.37% 20,000 $1.0M
7 Walker Financial Services, Inc. 13.45% 776,704 $39.3M
8 Northwest Quadrant Wealth Management, LLC 11.95% 1,135,747 $57.5M
9 Financial Advisory Corp 10.51% 1,494,464 $75.7M
10 St. Louis Financial Planners Asset Management, LLC 10.34% 360,431 $18.2M
11 Rinkey Investments 10.32% 796,761 $40.3M
12 Vertex Planning Partners, LLC 10.22% 1,038,819 $52.6M
13 Arbor Investment Advisors, LLC 8.82% 1,337,826 $67.7M
14 Markin Asset Management, LP 8.46% 152,152 $7.7M
15 Sugar Maple Asset Management, LLC 7.42% 241,455 $12.2M
16 MKT Advisors LLC 7.20% 425,165 $21.5M
17 Optivise Advisory Services LLC 7.08% 230,838 $11.7M
18 Ifrah Financial Services, Inc. 6.90% 515,848 $26.1M
19 Generation Capital Management LLC 6.38% 172,371 $8.7M
20 Ark & Tlk Investments, LLC 5.99% 436,853 $22.1M
21 Arta Finance Wealth Management LLC 5.71% 228,780 $11.5M
22 Weaver Consulting Group 4.56% 377,801 $19.1M
23 Split Rock Private Trading & Wealth Management, LLC 4.34% 110,807 $5.6M
24 Wellington Grp LLC 4.09% 246,021 $12.4M
25 Hutchens & Kramer Investment Management Group, LLC 3.55% 221,679 $11.2M
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 (TFLO)

What does the Smart Money Trend signal show for TFLO?

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

More sellers than buyers — 49% buying: Last quarter: 218 funds reduced or exited vs 210 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for TFLO holders?

Strong quality — 35% AUM from major funds: 21 of 415 holders rank in the top 100 by AUM, accounting for 35% 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 TFLO?

53% of holders stayed for 2+ years: 222 out of 415 hedge funds have held TFLO 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 (TFLO) following the 2026 Q1 hedge fund 13F filings?

As of today, TFLO has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.0% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), TFLO has gained -0.1% vs +14.8% 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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