Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (TLH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +56
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — TLH

Based on 589 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added TLH 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
589 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.
🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q
+148 new funds entered over the past year (+34% 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 — 57% buying

352 buying268 selling
Last quarter: 352 funds bought or added vs 268 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 (+42 vs last Q)

new funds entering per quarter
Funds opening a new TLH position: 101 → 78 → 76 → 118. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 28% medium ■ 26% new
272 out of 589 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.
➡️

Steady discovery — ~118 new funds/quarter

68 → 101 → 78 → 76 → 118 new funds/Q
New funds entering each quarter: 101 → 78 → 76 → 118. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 20% 1-2yr ■ 30% new
Of 593 current holders: 296 (50%) 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.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
19 of 589 holders are among the 100 largest funds by AUM, controlling 50% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Hedge Fund Ownership: TLH

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

Market Analysis: TLH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TLH

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 13 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: TLH
2026 Q1 Stats Unlock in 20 days 593 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 593 536 10.63%
13F Shares 117M 114M 2.4%
Total Value $11.72B $11.75B -0.25%
New Positions 118 76 +42
Increased Positions 241 294 -53
Closed Positions 62 51 +11
Reduced Positions 207 140 +67
Total Calls 3 3 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: TLH

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Valuation Measures Data as of: --

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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

593 + investors

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

Top 25 institutional holders of TLH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forum Financial Management, LP 12.73% 8,935,374 $900.0M
2 HAMILTON CAPITAL PARTNERS, LLC 10.71% 340,651 $34.3M
3 Watchman Group, Inc. 6.61% 271,037 $27.3M
4 RS CRUM INC. 5.65% 290,136 $29.2M
5 CORE WEALTH ADVISORS, LLC 4.45% 57,466 $5.8M
6 Evergreen Private Wealth LLC 3.45% 84,744 $8.5M
7 Bedminster, LLC 3.42% 36,537 $3.7M
8 Stone House Investment Management, LLC 3.28% 181,522 $18.3M
9 Cobblestone Asset Management LLC 3.08% 68,062 $6.9M
10 Kelly Financial Services LLC 2.97% 122,456 $12.3M
11 Polaris Investment Advisors, LLC 2.66% 36,277 $3.7M
12 True Vision MN LLC 2.65% 51,080 $5.1M
13 Portfolio Resources Advisor Group, Inc. 2.37% 23,652 $2.4M
14 Affinity Capital Advisors, LLC 2.27% 161,026 $16.2M
15 Cresta Advisors, Ltd. 2.13% 51,604 $5.2M
16 JB Capital LLC 2.02% 497,532 $50.1M
17 J.M. Arbour, LLC 2.02% 20,848 $2.1M
18 5T Wealth, LLC 1.96% 49,368 $5.0M
19 Sharkey, Howes & Javer 1.91% 141,128 $14.2M
20 Bay Harbor Wealth Management, LLC 1.88% 72,146 $7.3M
21 ONE Advisory Partners, LLC 1.86% 59,907 $6.0M
22 FIDELITY D & D BANCORP INC 1.86% 45,957 $4.6M
23 Quotient Wealth Partners, LLC 1.77% 667,619 $67.2M
24 Envestnet Portfolio Solutions, Inc. 1.68% 3,008,428 $303.0M
25 Goodman Advisory Group, LLC 1.67% 63,731 $6.4M
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?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added TLH 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 TLH?

Slight buying edge — 57% buying: Last quarter: 352 funds bought or added vs 268 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 TLH holders?

Elite ownership — 50% AUM from top-100 funds: 19 of 589 holders are among the 100 largest funds by AUM, controlling 50% 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?

46% of holders stayed for 2+ years: 272 out of 589 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.

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.