Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (USRT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — USRT

Based on 441 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added USRT 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
441 hedge funds hold USRT 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 — +22% more funds vs a year ago

fund count last 6Q
+81 new funds entered over the past year (+22% 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 — 61% buying

247 buying157 selling
Last quarter: 247 funds were net buyers (75 opened a brand new position + 172 added to an existing one). Only 157 were sellers (125 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new USRT position: 26 → 63 → 51 → 75. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 22% medium ■ 24% new
239 out of 441 hedge funds have held USRT 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

37 → 26 → 63 → 51 → 75 new funds/Q
New funds entering each quarter: 26 → 63 → 51 → 75. A growing number of institutions are discovering USRT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 25% newcomers

■ 58% veterans ■ 17% 1-2yr ■ 25% new
Entry-cohort mix of 441 holders: 254 (58%) are 2+ year veterans, 75 entered 1–2 years ago, and 112 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
26 of 441 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — USRT

In 2026 Q2, 247 hedge funds were net buyers of USRT (75 opened a new position, 172 added to an existing one), while 157 reduced or exited (125 trimmed, 32 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in USRT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +43 funds (more new holders than closures). Total institutional holders: 441.

Hedge Fund Ownership: USRT

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

Market Analysis: USRT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USRT

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 10 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: USRT
438 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 438 398 10.05%
13F Shares 49M 40M 22.81%
Total Value $2.94B $2.32B 26.87%
New Positions 74 51 +23
Increased Positions 171 181 -10
Closed Positions 34 37 -3
Reduced Positions 125 106 +19
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USRT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

438 + investors

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

QUARTER:
Top 25 USRT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Trust Co of Tennessee 13.88% 1,195,061 $79.4M
2 S. R. Schill & Associates 13.10% 326,591 $21.7M
3 Cornerstone Partners Capital Management, LLC 11.50% 59,495 $4.0M
4 Fi3 FINANCIAL ADVISORS, LLC 11.06% 311,720 $46.2M
5 93 Financial Group, LLC 9.23% 351,878 $23.4M
6 Disciplina Capital Management LLC 5.37% 782,526 $52.0M
7 Spartan Planning & Wealth Management 5.34% 120,727 $8.0M
8 Financial & Tax Architects, LLC 4.75% 338,845 $22.5M
9 Biltmore Wealth Management, LLC 4.70% 226,548 $15.1M
10 MPS Loria Financial Planners, LLC 4.21% 275,472 $18.3M
11 SMI Advisory Services, LLC 4.10% 377,626 $25.3M
12 Blueprint Investment Partners LLC 3.58% 646,149 $42.9M
13 Fiducient Advisors LLC 2.92% 306,909 $20.4M
14 Financial Management, Inc. 2.81% 51,916 $3.0M
15 Blueprint Financial Advisors LLC 2.66% 359,790 $23.9M
16 Freedom Day Solutions, LLC 2.54% 172,982 $11.5M
17 Financial Planning Fort Collins, LLC 2.53% 50,102 $3.3M
18 Topel & Distasi Wealth Management, LLC 2.51% 78,423 $5.2M
19 Moller Wealth Partners 2.49% 206,928 $13.8M
20 TPG Financial Advisors, LLC 2.45% 123,227 $8.2M
21 Rodgers & Associates, LTD 2.42% 401,892 $26.7M
22 Post Resch Tallon Group Inc. 2.42% 52,702 $3.5M
23 Envision Financial LLC 2.36% 76,982 $5.1M
24 IFC & Insurance Marketing, Inc. 2.16% 36,836 $2.4M
25 Retiremitten Financial LLC 2.01% 71,672 $4.8M
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 (USRT)

What does the Smart Money Trend signal show for USRT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added USRT 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 USRT?

More buyers than sellers — 61% buying: Last quarter: 247 funds were net buyers (75 opened a brand new position + 172 added to an existing one). Only 157 were sellers (125 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USRT holders?

Strong quality — 30% AUM from major funds: 26 of 441 holders rank in the top 100 by AUM, accounting for 30% 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 USRT?

54% of holders stayed for 2+ years: 239 out of 441 hedge funds have held USRT 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.

Full history →