Ishares Tr (ARTY) Hedge Fund Ownership (Q1 2026)

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

As of today, ARTY has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ARTY gained +1.6% vs +4.0% 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 (ARTY)

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

Smart Money Signals — ARTY

Based on 316 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added ARTY 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

316 hedge funds hold ARTY 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 — +50% more funds vs a year ago

fund count last 6Q

+106 new funds entered over the past year (+50% 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 — 58% buying

149 buying107 selling

Last quarter: 149 funds bought or added vs 107 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 (-32 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 45 → 65 → 72 → 40. 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.

📌

Mixed — 36% long-term, 36% new

■ 36% conviction (2yr+) ■ 28% medium ■ 36% new

Of the 316 current holders: 114 (36%) held >2 years, 89 held 1–2 years, and 113 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~40 new funds/quarter

53 → 45 → 65 → 72 → 40 new funds/Q

New funds entering each quarter: 45 → 65 → 72 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 38% veterans, 46% new entrants

■ 38% veterans ■ 16% 1-2yr ■ 46% new

Of 320 current holders: 120 (38%) held 2+ years, 52 held 1–2 years, 148 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

21 of 316 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in ARTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	313	314	-0.32%
13F Shares	17M	16M	5.92%
Total Value	$799M	$769M	4.01%
New Positions	39	72	-33
Increased Positions	109	111	-2
Closed Positions	40	30	+10
Reduced Positions	68	53	+15
Total Calls	2	3	-33.33%
Total Puts	2	0	100%
PUT/CALL Ratio	1.0	0.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

313

314

-0.32%

13F Shares

17M

16M

5.92%

Total Value

$799M

$769M

4.01%

New Positions

-33

Increased Positions

109

111

-2

Closed Positions

+10

Reduced Positions

+15

Total Calls

-33.33%

Total Puts

100%

PUT/CALL Ratio

1.0

0.0

Neutral

Institutional Holders (2026 Q2)

313 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 ARTY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Invera Wealth Advisors, LLC	3.30%	80,892	$6.2M
2	BostonPremier Wealth LLC	3.12%	96,515	$7.4M
3	McNaughton Wealth Management, LLC	2.77%	102,549	$7.8M
4	Alexander Labrunerie & CO., INC.	2.76%	103,526	$7.9M
5	Wharton Business Group, LLC	2.36%	930,967	$70.5M
6	Stonebrook Private Inc.	2.11%	151,883	$11.6M
7	Cora Capital Advisors LLC	1.95%	91,115	$6.9M
8	Stephen J. Garry & Associates, LLC	1.90%	34,114	$2.6M
9	Fortis Advisors, LLC	1.81%	50,880	$3.9M
10	Cascade Investment Group, INC.	1.47%	34,459	$2.6M
11	Hancock Prospecting Pty Ltd	1.41%	1,055,190	$80.4M
12	Ardent Capital Management, Inc.	1.28%	40,567	$3.1M
13	Wealth Management Partners, LLC	1.17%	65,555	$5.0M
14	LTS Liquid Investments LLC	1.10%	26,969	$2.1M
15	Kmt Wealth Management, LLC	1.06%	16,506	$1.3M
16	Antonelli Financial Advisors, LLC	0.98%	18,695	$1.4M
17	Altura Wealth Advisors Inc.	0.79%	30,733	$2.3M
18	VVR Holdings LLC	0.76%	23,056	$1.8M
19	One Wealth Map LLC	0.67%	23,984	$1.5M
20	Cladis Investment Advisory, LLC	0.66%	18,535	$1.4M
21	Phoenix Wealth Advisors	0.59%	22,829	$1.7M
22	Berbice Capital Management LLC	0.54%	13,798	$1.1M
23	Wealth Management Associates, Inc.	0.54%	25,735	$2.0M
24	Partners Wealth Management, LLC	0.52%	7,010	$534K
25	KERR FINANCIAL PLANNING Corp	0.47%	5,557	$423K

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 (ARTY)

What does the Smart Money Trend signal show for ARTY?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added ARTY 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 ARTY?

Slight buying edge — 58% buying: Last quarter: 149 funds bought or added vs 107 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 ARTY holders?

Elite ownership — 55% AUM from top-100 funds: 21 of 316 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in ARTY. 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 ARTY?

Mixed — 36% long-term, 36% new: Of the 316 current holders: 114 (36%) held >2 years, 89 held 1–2 years, and 113 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, ARTY has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ARTY has gained +1.6% vs +4.0% 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 (ARTY)

Smart Money Signals — ARTY

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +50% more funds vs a year ago

Slight buying edge — 58% buying

Fewer new buyers each quarter (-32 vs last Q)

Mixed — 36% long-term, 36% new

Steady discovery — ~40 new funds/quarter

Mixed cohorts — 38% veterans, 46% new entrants

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — ARTY

Hedge Fund Ownership: ARTY

Market Analysis: ARTY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ARTY

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

Hedge Fund Positioning: ARTY

Statistics: ARTY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (ARTY)

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