Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (USXF)

267 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — USXF

Based on 269 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their USXF 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 (98% of max)

98% of all-time peak
269 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 — +12% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

145 buying111 selling
Last quarter: 145 funds bought or added vs 111 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.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 33 → 24 → 37 → 22. 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+) ■ 31% medium ■ 19% new
133 out of 269 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 — ~22 new funds/quarter

20 → 33 → 24 → 37 → 22 new funds/Q
New funds entering each quarter: 33 → 24 → 37 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 51% veterans vs 26% newcomers

■ 51% veterans ■ 23% 1-2yr ■ 26% new
Entry-cohort mix of 269 holders: 137 (51%) are 2+ year veterans, 62 entered 1–2 years ago, and 70 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
18 of 268 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — USXF

In 2026 Q1, 145 hedge funds were net buyers of USXF (22 opened a new position, 123 added to an existing one), while 111 reduced or exited (84 trimmed, 27 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 32% of total institutional value in USXF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 269.

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

-- --

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

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

Signal Freshness measures how much USXF 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 · 79d ago
USXF
+22.6%
SPY
+13.9%

USXF outperformed SPY by +8.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
USXF
+2.8%
SPY
+0.2%

Since the filing became public, USXF outperformed SPY by +2.6% .

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.

9 top-rated funds 3 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: USXF
267 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 267 274 -2.55%
13F Shares 15M 16M -5.19%
Total Value $781M $907M -13.89%
New Positions 21 37 -16
Increased Positions 123 117 +6
Closed Positions 28 17 +11
Reduced Positions 84 86 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USXF

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

267 + investors

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

QUARTER:
Top 25 USXF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Balanced Rock Investment Advisors LLC 4.03% 104,099 $5.7M
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 Davis Wealth Advisors, LLC 1.49% 32,523 $1.8M
7 Amara Financial, LLC. 1.36% 35,691 $2.0M
8 Regatta Capital Group, LLC 1.06% 126,785 $7.0M
9 Atwater Malick LLC 1.02% 68,225 $3.8M
10 VERITY Wealth Advisors 0.97% 26,236 $1.4M
11 CGC Financial Services, LLC 0.85% 53,270 $2.9M
12 Values Added Financial LLC 0.81% 34,897 $1.9M
13 Skyline Advisors, Inc. 0.72% 37,594 $2.1M
14 Equita Financial Network, Inc. 0.71% 40,680 $2.2M
15 Highland Financial Advisors, LLC 0.70% 48,204 $2.7M
16 Shotwell Rutter Baer Inc 0.67% 20,769 $1.1M
17 GenWealth Group, Inc. 0.61% 64,975 $3.6M
18 Asempa Wealth Advisors 0.56% 11,548 $643K
19 Walkner Condon Financial Advisors LLC 0.51% 69,421 $3.8M
20 One Wealth Advisors, LLC 0.50% 72,193 $4.0M
21 Aufman Associates Inc 0.49% 18,188 $1.0M
22 Optas, LLC 0.49% 58,260 $3.2M
23 Spinnaker Trust 0.48% 155,960 $8.6M
24 National Wealth Management Group, LLC 0.44% 21,190 $1.2M
25 Opes Wealth Management LLC 0.41% 45,274 $2.5M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their USXF 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 USXF?

Slight buying edge — 57% buying: Last quarter: 145 funds bought or added vs 111 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 USXF holders?

Strong quality — 32% AUM from major funds: 18 of 268 holders rank in the top 100 by AUM, accounting for 32% 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?

49% of holders stayed for 2+ years: 133 out of 269 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.

Is it too late to buy Ishares Tr (USXF) following the 2026 Q1 hedge fund 13F filings?

As of today, USXF has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.6%. Since the quarter end (March 31, 2026), USXF has gained +22.6% vs +13.9% 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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