Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (USXF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — USXF

Based on 266 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added USXF 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
266 hedge funds hold USXF 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
+34 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 buyers than sellers — 60% buying

148 buying100 selling
Last quarter: 148 funds were net buyers (34 opened a brand new position + 114 added to an existing one). Only 100 were sellers (84 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new USXF position: 18 → 33 → 22 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 33% medium ■ 22% new
121 out of 266 hedge funds have held USXF 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 — ~34 new funds/quarter

36 → 18 → 33 → 22 → 34 new funds/Q
New funds entering each quarter: 18 → 33 → 22 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 22% 1-2yr ■ 30% new
Of 266 current holders: 126 (47%) 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.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
17 of 266 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Hedge Fund Ownership: USXF

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

Market Analysis: USXF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USXF

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

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 3 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: USXF
2026 Q1 Stats Unlock in 17 days 266 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 266 248 7.26%
13F Shares 16M 15M 0.99%
Total Value $898M $882M 1.85%
New Positions 34 22 +12
Increased Positions 114 57 +57
Closed Positions 16 27 -11
Reduced Positions 84 131 -47
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USXF

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

266 + investors

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

Top 25 institutional holders of USXF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Financial Connections Group, Inc. 4.37% 227,786 $13K
2 Avise Financial Cooperative, Inc. 3.26% 71,447 $3.9M
3 Decker Retirement Planning Inc. 2.34% 93,408 $5.2M
4 Archer Investment Management, LLC 1.99% 85,845 $4.7M
5 Invera Wealth Advisors, LLC 1.70% 47,904 $2.6M
6 REGATTA CAPITAL GROUP, LLC 1.06% 126,785 $7.0M
7 Atwater Malick LLC 1.02% 68,225 $3.8M
8 VERITY Wealth Advisors 0.97% 26,236 $1.4M
9 CGC Financial Services, LLC 0.85% 53,270 $2.9M
10 Values Added Financial LLC 0.81% 34,897 $1.9M
11 Skyline Advisors, Inc. 0.72% 37,594 $2.1M
12 Equita Financial Network, Inc. 0.71% 40,680 $2.2M
13 Highland Financial Advisors, LLC 0.70% 48,204 $2.7M
14 Shotwell Rutter Baer Inc 0.67% 20,769 $1.1M
15 Asempa Wealth Advisors 0.56% 11,548 $643K
16 Walkner Condon Financial Advisors LLC 0.51% 69,421 $3.8M
17 One Wealth Advisors, LLC 0.50% 72,193 $4.0M
18 Optas, LLC 0.49% 58,260 $3.2M
19 SPINNAKER TRUST 0.48% 155,960 $8.6M
20 Opes Wealth Management LLC 0.41% 45,274 $2.5M
21 Horst & Graben Wealth Management LLC 0.37% 42,655 $2.7M
22 Oregon Pacific Wealth Management, LLC 0.32% 5,528 $305K
23 Sandbox Financial Partners, LLC 0.31% 20,162 $1.1M
24 Crew Capital Management, Ltd 0.31% 8,456 $467K
25 Sharkey, Howes & Javer 0.29% 38,685 $2.1M
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 (USXF)

What does the Smart Money Trend signal show for USXF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added USXF 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 USXF?

More buyers than sellers — 60% buying: Last quarter: 148 funds were net buyers (34 opened a brand new position + 114 added to an existing one). Only 100 were sellers (84 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USXF holders?

Strong quality — 31% AUM from major funds: 17 of 266 holders rank in the top 100 by AUM, accounting for 31% 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 USXF?

45% of holders stayed for 2+ years: 121 out of 266 hedge funds have held USXF 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.