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

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

As of today, CMF 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), CMF gained -1.2% vs +3.4% 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 (CMF)

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

Smart Money Signals — CMF

Based on 349 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 CMF 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

349 hedge funds hold CMF 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 — +18% more funds vs a year ago

fund count last 6Q

+52 new funds entered over the past year (+18% 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

199 buying112 selling

Last quarter: 199 funds were net buyers (43 opened a brand new position + 156 added to an existing one). Only 112 were sellers (86 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~43 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 40 → 31 → 46 → 43. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 21% new

186 out of 349 hedge funds have held CMF 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

33 → 40 → 31 → 46 → 43 new funds/Q

New funds entering each quarter: 40 → 31 → 46 → 43. A growing number of institutions are discovering CMF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 55% veterans vs 28% newcomers

■ 55% veterans ■ 17% 1-2yr ■ 28% new

Entry-cohort mix of 349 holders: 192 (55%) are 2+ year veterans, 61 entered 1–2 years ago, and 96 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds

27 of 349 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	348	331	5.14%
13F Shares	50M	47M	6.11%
Total Value	$8.54B	$8.44B	1.18%
New Positions	42	46	-4
Increased Positions	156	153	+3
Closed Positions	25	24	+1
Reduced Positions	86	71	+15
Total Calls	0	0	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

348

331

5.14%

13F Shares

50M

47M

6.11%

Total Value

$8.54B

$8.44B

1.18%

New Positions

-4

Increased Positions

156

153

Closed Positions

Reduced Positions

+15

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

348 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CMF. 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 CMF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Orin Green Financial, LLC	6.06%	284,860	$16.4M
2	Fullerton Advisors, LLC	5.32%	98,660	$5.7M
3	Myecfo, LLC	5.26%	241,609	$13.9M
4	West Wealth Group, LLC	3.63%	384,830	$22.2M
5	Rinkey Investments	3.62%	266,511	$15.4M
6	Thryve Wealth Management LLC	3.16%	97,938	$5.6M
7	Manhattan West Asset Management, LLC	3.13%	325,296	$18.8M
8	Ndwm LLC	3.12%	92,199	$5.3M
9	Navalign, LLC	2.71%	202,036	$11.6M
10	21 West Wealth Management LLC	2.60%	52,882	$3.0M
11	Client First Capital LLC	2.12%	92,578	$5.3M
12	Silver Oak Wealth Advisors Services, LLC	2.09%	60,464	$3.5M
13	Affinity Capital Advisors, LLC	2.09%	293,212	$16.9M
14	Ehrlich Financial Group	1.88%	63,540	$3.7M
15	Seek First Inc.	1.83%	50,270	$2.9M
16	Slow Capital, Inc.	1.70%	252,501	$14.6M
17	Atlas Legacy Advisors, LLC	1.69%	198,228	$11.4M
18	Conquis Financial LLC	1.68%	36,048	$2.1M
19	Westfuller Advisors, LLC	1.46%	69,572	$4.0M
20	Facet Wealth, Inc.	1.45%	1,750,409	$100.9M
21	Ballast Rock Private Wealth LLC	1.44%	54,216	$3.1M
22	Bailard, INC.	1.42%	1,213,415	$69.9M
23	Ducere Wealth Management LLC	1.37%	79,139	$4.6M
24	Heritage Wealth Management, Inc. /CA/	1.37%	62,383	$3.6M
25	Brio Consultants, LLC	1.35%	200,419	$11.6M

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 Tr (CMF)

What does the Smart Money Trend signal show for CMF?

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

More buyers than sellers — 64% buying: Last quarter: 199 funds were net buyers (43 opened a brand new position + 156 added to an existing one). Only 112 were sellers (86 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CMF holders?

Smaller funds dominant — 14% AUM from top-100: 27 of 349 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CMF?

53% of holders stayed for 2+ years: 186 out of 349 hedge funds have held CMF 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 (CMF) following the 2026 Q2 hedge fund 13F filings?

As of today, CMF 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), CMF has gained -1.2% vs +3.4% 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 (CMF)

Smart Money Signals — CMF

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +18% more funds vs a year ago

More buyers than sellers — 64% buying

Steady new buyers — ~43 new funds per quarter

53% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 55% veterans vs 28% newcomers

Smaller funds dominant — 14% AUM from top-100

Institutional Sentiment Summary — CMF

Hedge Fund Ownership: CMF

Market Analysis: CMF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CMF

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

Hedge Fund Positioning: CMF

Statistics: CMF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (CMF)

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