Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES U S ETF TR (CMDY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
64%

Smart Money Signals — CMDY

Based on 64 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added CMDY 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
64 hedge funds hold CMDY 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 — +8% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+8% 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

38 buying21 selling
Last quarter: 38 funds were net buyers (11 opened a brand new position + 27 added to an existing one). Only 21 were sellers (13 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 9 → 8 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 28% medium ■ 22% new
32 out of 64 hedge funds have held CMDY 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

17 → 8 → 9 → 8 → 11 new funds/Q
New funds entering each quarter: 8 → 9 → 8 → 11. A growing number of institutions are discovering CMDY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 11% 1-2yr ■ 33% new
Of 64 current holders: 36 (56%) 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.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
10 of 64 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CMDY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — CMDY

In 2025 Q4, 38 hedge funds were net buyers of CMDY (11 opened a new position, 27 added to an existing one), while 21 reduced or exited (13 trimmed, 8 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in CMDY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 64.

Hedge Fund Ownership: CMDY

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

Market Analysis: CMDY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CMDY

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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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: CMDY
2026 Q1 Stats Unlock in 4 days 62 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 62 60 3.33%
13F Shares 3M 3M 5.72%
Total Value $137M $140M -2.11%
New Positions 10 8 +2
Increased Positions 27 27 -
Closed Positions 8 4 +4
Reduced Positions 13 13 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CMDY

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Financial Highlights

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Institutional Holders (2026 Q1)

62 + investors

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

QUARTER:
Top 25 institutional holders of CMDY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Horizons Wealth Management 3.57% 91,840 $5.4M
2 FDx Advisors, Inc. 1.40% 73,861 $4K
3 Disciplina Capital Management LLC 1.21% 192,074 $11.4M
4 Alaska Wealth Advisors, LLC 0.72% 101,070 $6.0M
5 FIRST FOUNDATION ADVISORS 0.32% 133,199 $7.9M
6 Pullen Investment Management, LLC 0.27% 9,114 $542K
7 LITTLE HOUSE CAPITAL LLC 0.26% 17,260 $1.0M
8 Columbia River Financial Group, LLC 0.26% 7,660 —
9 Proficio Capital Partners LLC 0.26% 83,140 $4.9M
10 PRINCIPAL SECURITIES, INC. 0.25% 286,107 $17.0M
11 TD Waterhouse Canada Inc. 0.20% 1,127,480 $66.4M
12 LAUREL OAK WEALTH MANAGEMENT, LLC 0.14% 13,612 $809K
13 LAKE STREET PRIVATE WEALTH, LLC 0.11% 14,664 $871K
14 WESBANCO BANK INC 0.10% 60,700 $3.6M
15 SILVER OAK SECURITIES, INCORPORATED 0.10% 22,180 $1.3M
16 Seaside Wealth Management, Inc. 0.08% 4,857 $289K
17 10Elms LLP 0.08% 2,145 $127K
18 PlanVest Financial, Inc 0.06% 1,251 $74K
19 SteelPeak Wealth, LLC 0.05% 26,007 $1.5M
20 Faithward Advisors, LLC 0.04% 4,643 $276K
21 FIFTH THIRD SECURITIES, INC. 0.03% 7,850 $466K
22 Vontobel Holding Ltd. 0.03% 132,000 $7.8M
23 HOLLENCREST CAPITAL MANAGEMENT 0.03% 12,112 $720K
24 Advisors Preferred, LLC 0.02% 2,735 $163K
25 Kingsview Wealth Management, LLC 0.02% 26,984 $1.6M
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 U S ETF TR (CMDY)

What does the Smart Money Trend signal show for CMDY?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CMDY 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 CMDY?

More buyers than sellers — 64% buying: Last quarter: 38 funds were net buyers (11 opened a brand new position + 27 added to an existing one). Only 21 were sellers (13 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CMDY holders?

Elite ownership — 44% AUM from top-100 funds: 10 of 64 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CMDY. 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 CMDY?

50% of holders stayed for 2+ years: 32 out of 64 hedge funds have held CMDY 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.