Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (BYLD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
68%

Smart Money Signals — BYLD

Based on 63 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 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
63 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 — +5% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

42 buying20 selling
Last quarter: 42 funds were net buyers (13 opened a brand new position + 29 added to an existing one). Only 20 were sellers (13 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new BYLD position: 10 → 10 → 5 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 21% medium ■ 22% new
36 out of 63 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.
➡️

Steady discovery — ~13 new funds/quarter

14 → 10 → 10 → 5 → 13 new funds/Q
New funds entering each quarter: 10 → 10 → 5 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 17% 1-2yr ■ 29% new
Of 63 current holders: 34 (54%) 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 — 25% AUM from major funds

25% from top-100 AUM funds
8 of 63 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — BYLD

In 2025 Q4, 42 hedge funds were net buyers of BYLD (13 opened a new position, 29 added to an existing one), while 20 reduced or exited (13 trimmed, 7 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. 25% of total institutional value in BYLD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 63.

Hedge Fund Ownership: BYLD

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

Market Analysis: BYLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BYLD

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: BYLD
2026 Q1 Stats Unlock in 6 days 63 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 63 57 10.53%
13F Shares 7M 6M 20.63%
Total Value $149M $131M 13.84%
New Positions 13 5 +8
Increased Positions 29 26 +3
Closed Positions 7 9 -2
Reduced Positions 13 15 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BYLD

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

63 + investors

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

Top 25 institutional holders of BYLD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Horizon Wealth Management, LLC 7.60% 2,300,623 $51.8M
2 PARTNERS WEALTH MANAGEMENT, LLC 1.23% 53,139 $1.2M
3 LWM Advisory Services, LLC 0.68% 28,268 $637K
4 Daviman Financial, LLC 0.34% 25,532 $575K
5 Heritage Family Offices, LLP 0.28% 28,056 $632K
6 Altman Advisors, Inc. 0.23% 263,470 $555K
7 LAFFER TENGLER INVESTMENTS, INC. 0.22% 64,796 $1.5M
8 Asset Allocation Strategies LLC 0.09% 23,066 $520K
9 HENGEHOLD CAPITAL MANAGEMENT LLC 0.09% 44,055 $993K
10 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% 25,757 $580K
11 Members Trust Co 0.07% 90,173 $2.0M
12 PRIVATE TRUST CO NA 0.05% 24,530 $553K
13 SYM FINANCIAL Corp 0.04% 19,931 $449K
14 Savvy Advisors, Inc. 0.04% 59,874 $1.3M
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% 121,834 $2.7M
16 AdvisorNet Financial, Inc 0.03% 27,330 $616K
17 Mutual Advisors, LLC 0.02% 47,786 $1.1M
18 KLCM Advisors, Inc. 0.02% 9,238 $208K
19 Dynamic Advisor Solutions LLC 0.02% 22,371 $504K
20 Darwin Wealth Management, LLC 0.01% 2,100 $47K
21 Align Financial, LLC 0.01% 1,127 $25K
22 Mariner, LLC 0.01% 325,839 $7.3M
23 TRUIST FINANCIAL CORP 0.01% 240,841 $5.4M
24 GREAT VALLEY ADVISOR GROUP, INC. 0.01% 17,116 $386K
25 Cetera Investment Advisers 0.01% 272,348 $6.1M
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 (BYLD)

What does the Smart Money Trend signal show for BYLD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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 — 68% buying: Last quarter: 42 funds were net buyers (13 opened a brand new position + 29 added to an existing one). Only 20 were sellers (13 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BYLD holders?

Strong quality — 25% AUM from major funds: 8 of 63 holders rank in the top 100 by AUM, accounting for 25% 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 BYLD?

57% of holders stayed for 2+ years: 36 out of 63 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.

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.