Ishares U S ETF Tr (COMT) Hedge Fund Ownership (Q2 2026)

Ishares U S ETF Tr (COMT)

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

Smart Money Signals — COMT

Based on 165 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added COMT 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

165 hedge funds hold COMT 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 — +17% more funds vs a year ago

fund count last 6Q

+24 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 1 quarters from the low — a sharp move.

🟢

More buyers than sellers — 62% buying

100 buying60 selling

Last quarter: 100 funds were net buyers (57 opened a brand new position + 43 added to an existing one). Only 60 were sellers (42 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+40 vs last Q)

new funds entering per quarter

Funds opening a new COMT position: 18 → 14 → 17 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 22% new

98 out of 165 hedge funds have held COMT 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.

💎

Buying through price weakness — shares +2%, value -33%

Value

-32%

+1%

Last quarter: funds added +2% more shares while total portfolio value only changed -33%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

19 → 18 → 14 → 17 → 57 new funds/Q

New funds entering each quarter: 18 → 14 → 17 → 57. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 67% veterans vs 23% newcomers

■ 67% veterans ■ 10% 1-2yr ■ 23% new

Entry-cohort mix of 165 holders: 111 (67%) are 2+ year veterans, 16 entered 1–2 years ago, and 38 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds

18 of 165 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in COMT. 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	160	165	-3.03%
13F Shares	13M	14M	-0.34%
Total Value	$320M	$456M	-29.77%
New Positions	31	57	-26
Increased Positions	38	43	-5
Closed Positions	36	18	+18
Reduced Positions	56	42	+14
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

160

165

-3.03%

13F Shares

13M

14M

-0.34%

Total Value

$320M

$456M

-29.77%

New Positions

-26

Increased Positions

-5

Closed Positions

+18

Reduced Positions

+14

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

160 + investors

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

QUARTER:

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

Top 25 COMT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Tradewinds Capital Management, LLC	6.61%	1,225,318	$37.2M
2	VCI Wealth Management LLC	1.70%	222,780	$6.8M
3	Chicago Wealth Management, Inc.	1.65%	153,213	$4.7M
4	Philadelphia Investment Partners, LLC	1.31%	69,470	$2.1M
5	Note Advisors, LLC	1.06%	80,288	$2.4M
6	Aletheian Wealth Advisors LLC	0.81%	62,373	$1.9M
7	Essential Partners LLC	0.75%	53,461	$1.6M
8	Alhambra Investment Management LLC	0.63%	47,290	$1.4M
9	Proficio Capital Partners LLC	0.55%	501,245	$15.2M
10	Lane Brothers & Co Inc	0.38%	18,987	$577K
11	Evolution Wealth Advisors, LLC	0.33%	92,201	$2.8M
12	Nwam LLC	0.28%	184,572	$5.6M
13	Carrera Capital Advisors	0.28%	61,792	$1.9M
14	Fairview Capital Investment Management, LLC	0.27%	170,957	$5.2M
15	Wealth Alliance, LLC	0.26%	104,163	$3.2M
16	Nolet Wealth Management, LLC	0.26%	15,500	$471K
17	Eddie Patel Inc	0.26%	14,170	$430K
18	Arkansas Financial Group, INC.	0.24%	60,946	$1.9M
19	Fulcrum Asset Management LLP	0.23%	76,616	$2.3M
20	Spectrum Planning & Advisory Services Inc.	0.21%	15,135	$460K
21	Crusonia Wealth Advisors LLC	0.20%	39,779	$1.2M
22	Prosperity Planning, Inc.	0.17%	23,925	$727K
23	Ryan Investment Management, Inc.	0.14%	10,138	$308K
24	Trek Financial, LLC	0.13%	84,157	$2.6M
25	Sanchez Gaunt Capital Management, LLC	0.12%	7,293	$221K

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 (COMT)

What does the Smart Money Trend signal show for COMT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added COMT 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 COMT?

More buyers than sellers — 62% buying: Last quarter: 100 funds were net buyers (57 opened a brand new position + 43 added to an existing one). Only 60 were sellers (42 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for COMT holders?

Elite ownership — 41% AUM from top-100 funds: 18 of 165 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in COMT. 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 COMT?

59% of holders stayed for 2+ years: 98 out of 165 hedge funds have held COMT 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 U S ETF Tr (COMT)

Smart Money Signals — COMT

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +17% more funds vs a year ago

More buyers than sellers — 62% buying

More new buyers each quarter (+40 vs last Q)

59% of holders stayed for 2+ years

Buying through price weakness — shares +2%, value -33%

Acceleration phase — new buyers rushing in

Veteran-anchored — 67% veterans vs 23% newcomers

Elite ownership — 41% AUM from top-100 funds

Institutional Sentiment Summary — COMT

Hedge Fund Ownership: COMT

Market Analysis: COMT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: COMT

Hedge Fund Positioning: COMT

Statistics: COMT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares U S ETF Tr (COMT)

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