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

Ishares Tr (BYLD)

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

Smart Money Signals — BYLD

Based on 73 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added BYLD 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

73 hedge funds hold BYLD 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 — +20% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 64% buying

46 buying26 selling

Last quarter: 46 funds were net buyers (15 opened a brand new position + 31 added to an existing one). Only 26 were sellers (18 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 12 → 5 → 14 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 18% medium ■ 34% new

35 out of 73 hedge funds have held BYLD 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

10 → 12 → 5 → 14 → 15 new funds/Q

New funds entering each quarter: 12 → 5 → 14 → 15. A growing number of institutions are discovering BYLD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 48% veterans vs 37% newcomers

■ 48% veterans ■ 15% 1-2yr ■ 37% new

Entry-cohort mix of 73 holders: 35 (48%) are 2+ year veterans, 11 entered 1–2 years ago, and 27 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds

9 of 73 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — 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	72	66	9.09%
13F Shares	9M	7M	30.73%
Total Value	$207M	$151M	37.66%
New Positions	14	14	-
Increased Positions	31	30	+1
Closed Positions	8	7	+1
Reduced Positions	18	14	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

9.09%

13F Shares

30.73%

Total Value

$207M

$151M

37.66%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

72 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BYLD. 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 BYLD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Horizon Wealth Management, LLC	7.25%	2,511,534	$56.9M
2	MTC Wealth Management LLC	2.03%	199,896	$4.5M
3	Members Trust Co	1.57%	2,222,630	$50.3M
4	PlanVest Financial, Inc	1.29%	85,082	$1.9M
5	Partners Wealth Management, LLC	1.11%	50,093	$1.1M
6	Trivium Point Advisory, LLC	0.59%	284,959	$6.5M
7	Daviman Financial, LLC	0.33%	26,413	$598K
8	Argyle Capital Partners, LLC	0.23%	16,450	$373K
9	Redwood Financial Network Corp	0.23%	18,451	$418K
10	Advisory Solutions Group, LLC	0.23%	29,870	$677K
11	Laffer Tengler Investments, INC.	0.17%	59,845	$1.4M
12	Huntington National Bank	0.13%	1,178,460	$26.7M
13	Asset Management Group, Inc.	0.10%	29,108	$659K
14	Hengehold Capital Management LLC	0.08%	46,941	$1.1M
15	Pacific Excel Wealth Advisors, Inc.	0.08%	9,314	$211K
16	Heritage Family Offices, LLP	0.08%	9,314	$211K
17	Fifth Third Securities, INC.	0.05%	41,564	$941K
18	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.05%	21,164	$479K
19	Private Trust Co NA	0.04%	24,435	$553K
20	Asset Allocation Strategies LLC	0.04%	11,707	$265K
21	SYM FINANCIAL Corp	0.04%	19,927	$451K
22	Arlington Financial Advisors, LLC	0.03%	11,545	$261K
23	Mutual Advisors, LLC	0.03%	70,547	$1.6M
24	Kestra Private Wealth Services, LLC	0.03%	118,220	$2.7M
25	Savvy Advisors, Inc.	0.03%	59,858	$1.4M

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 (BYLD)

What does the Smart Money Trend signal show for BYLD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BYLD 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 BYLD?

More buyers than sellers — 64% buying: Last quarter: 46 funds were net buyers (15 opened a brand new position + 31 added to an existing one). Only 26 were sellers (18 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BYLD holders?

Smaller funds dominant — 19% AUM from top-100: 9 of 73 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BYLD?

48% of holders stayed for 2+ years: 35 out of 73 hedge funds have held BYLD 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.

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Ishares Tr (BYLD)

Smart Money Signals — BYLD

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +20% more funds vs a year ago

More buyers than sellers — 64% buying

Steady new buyers — ~15 new funds per quarter

48% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 48% veterans vs 37% newcomers

Smaller funds dominant — 19% AUM from top-100

Institutional Sentiment Summary — BYLD

Hedge Fund Ownership: BYLD

Market Analysis: BYLD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BYLD

Hedge Fund Positioning: BYLD

Statistics: BYLD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (BYLD)

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