Ishares Tr (TLH) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (TLH) following the 2026 Q2 hedge fund 13F filings?

As of today, TLH has moved -0.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (June 30, 2026), TLH gained -4.5% vs +3.3% 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.

Ishares Tr (TLH)

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

Smart Money Signals — TLH

Based on 618 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their TLH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

618 hedge funds hold TLH 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 — +15% more funds vs a year ago

fund count last 6Q

+82 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 40% buying

257 buying386 selling

Last quarter: 386 funds reduced or exited vs 257 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.

⚠️

Fewer new buyers each quarter (-29 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 81 → 129 → 91 → 62. 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.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 28% medium ■ 23% new

303 out of 618 hedge funds have held TLH 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

85 → 81 → 129 → 91 → 62 new funds/Q

New funds entering each quarter: 81 → 129 → 91 → 62. TLH 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 — 54% veterans vs 29% newcomers

■ 54% veterans ■ 17% 1-2yr ■ 29% new

Entry-cohort mix of 621 holders: 335 (54%) are 2+ year veterans, 104 entered 1–2 years ago, and 182 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

26 of 616 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in TLH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — 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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	613	634	-3.31%
13F Shares	109M	110M	-1.6%
Total Value	$10.58B	$10.72B	-1.31%
New Positions	60	91	-31
Increased Positions	192	262	-70
Closed Positions	79	87	-8
Reduced Positions	308	217	+91
Total Calls	3	3	-
Total Puts	2	3	-33.33%
PUT/CALL Ratio	0.67	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

613

634

-3.31%

13F Shares

109M

110M

-1.6%

Total Value

$10.58B

$10.72B

-1.31%

New Positions

-31

Increased Positions

192

262

-70

Closed Positions

-8

Reduced Positions

308

217

+91

Total Calls

Total Puts

-33.33%

PUT/CALL Ratio

0.67

1.0

Bullish

Institutional Holders (2026 Q2)

613 + investors

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

QUARTER:

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

Top 25 TLH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Hamilton Capital Partners, LLC	24.98%	857,106	$86.0M
2	Forum Financial Management, LP	12.48%	9,680,967	$971.5M
3	Watchman Group, Inc.	6.17%	275,011	$27.6M
4	Professional Financial Management, Inc.	4.99%	49,059	$4.9M
5	Bedminster, LLC	3.18%	37,108	$3.7M
6	Surience Private Wealth LLC	3.13%	35,460	$3.6M
7	Evergreen Private Wealth LLC	3.13%	84,245	$8.5M
8	Net Worth Advisory Group	3.11%	122,891	$12.3M
9	Veltria Advisors Corp.	2.98%	19,603	$2.0M
10	Core Wealth Advisors, LLC	2.97%	40,112	$4.0M
11	Kelly Financial Services LLC	2.83%	131,731	$13.2M
12	Resolute Wealth Advisor, INC.	2.60%	45,370	$4.6M
13	Cerity Partners OCIO LLC	2.56%	504,136	$50.6M
14	ABLE Financial Group, LLC	2.45%	145,297	$14.6M
15	Summit Asset Management, LLC	2.28%	177,429	$17.8M
16	Wells Financial Advisors INC	2.15%	2,305	$231K
17	Polaris Investment Advisors, LLC	2.09%	32,500	$3.3M
18	Destination Wealth Management	2.09%	891,126	$89.4M
19	Cobblestone Asset Management LLC	2.08%	49,589	$5.0M
20	LFA - Lugano Financial Advisors SA	2.05%	34,483	$3.4M
21	Elevated Financial Group LLC	2.01%	73,018	$7.3M
22	Stone House Investment Management, LLC	2.00%	149,866	$15.0M
23	Cresta Advisors, Ltd.	1.99%	55,108	$5.5M
24	Affinity Capital Advisors, LLC	1.93%	156,580	$15.6M
25	A4 Wealth Advisors LLC	1.89%	28,383	$2.8M

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 (TLH)

What does the Smart Money Trend signal show for TLH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TLH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TLH?

More sellers than buyers — 40% buying: Last quarter: 386 funds reduced or exited vs 257 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 TLH holders?

Elite ownership — 52% AUM from top-100 funds: 26 of 616 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in TLH. 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 TLH?

49% of holders stayed for 2+ years: 303 out of 618 hedge funds have held TLH 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 (TLH) following the 2026 Q2 hedge fund 13F filings?

As of today, TLH has moved -0.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (June 30, 2026), TLH has gained -4.5% vs +3.3% 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.

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Ishares Tr (TLH)

Smart Money Signals — TLH

Selling streak — 1 quarter in a row

At the ownership peak (97% of max)

Steady growth — +15% more funds vs a year ago

More sellers than buyers — 40% buying

Fewer new buyers each quarter (-29 vs last Q)

49% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 54% veterans vs 29% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — TLH

Hedge Fund Ownership: TLH

Market Analysis: TLH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TLH

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

Hedge Fund Positioning: TLH

Statistics: TLH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (TLH)

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