Ishares Tr (FALN) Hedge Fund Ownership (Q2 2026)

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

As of today, FALN has moved -0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.4%. Since the quarter end (June 30, 2026), FALN gained -0.8% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Ishares Tr (FALN)

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

Smart Money Signals — FALN

Based on 294 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their FALN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

294 hedge funds hold FALN 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 — +7% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

156 buying129 selling

Last quarter: 156 funds bought or added vs 129 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-21 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 30 → 30 → 54 → 33. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 21% medium ■ 21% new

169 out of 294 hedge funds have held FALN 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

36 → 30 → 30 → 54 → 33 new funds/Q

New funds entering each quarter: 30 → 30 → 54 → 33. A growing number of institutions are discovering FALN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 62% veterans vs 23% newcomers

■ 62% veterans ■ 15% 1-2yr ■ 23% new

Entry-cohort mix of 294 holders: 181 (62%) are 2+ year veterans, 44 entered 1–2 years ago, and 69 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds

23 of 291 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in FALN. 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	289	294	-1.7%
13F Shares	43M	45M	-2.3%
Total Value	$1.03B	$1.08B	-4.21%
New Positions	44	33	+11
Increased Positions	118	123	-5
Closed Positions	47	36	+11
Reduced Positions	89	93	-4
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

289

294

-1.7%

13F Shares

43M

45M

-2.3%

Total Value

$1.03B

$1.08B

-4.21%

New Positions

+11

Increased Positions

118

123

-5

Closed Positions

+11

Reduced Positions

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

289 + investors

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

QUARTER:

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

Top 25 FALN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	ESL Trust Services, LLC	5.77%	1,241,649	$33.8M
2	Bridgelight Financial Advisors, Inc.	4.16%	178,928	$4.9M
3	Prepared Retirement Institute LLC	3.12%	268,819	$7.3M
4	Liberty Atlantic Advisors LLC	3.04%	154,970	$4.2M
5	Kraematon Investment Advisors, Inc	2.58%	127,153	$3.5M
6	HF Advisory Group, LLC	2.48%	294,108	$8.0M
7	Toews Corp /Adv	2.40%	603,900	$16.5M
8	Sherry Group, Inc.	2.12%	79,609	$2.2M
9	Novem Group	1.89%	687,045	$18.7M
10	Independence Financial Advisors, LLC	1.82%	256,955	$7.0M
11	Capital Wealth Management, LLC	1.75%	266,540	$7.3M
12	Client First Investment Management LLC	1.60%	139,127	$3.8M
13	Petix & Botte Co	1.29%	234,674	$6.4M
14	Breakwater Capital Group	1.26%	385,762	$10.5M
15	FOCUS Wealth Advisors, LLC	0.95%	75,197	$2.0M
16	Glassy Mountain Advisors, Inc.	0.90%	121,088	$3.3M
17	Forte Asset Management LLC	0.87%	78,000	$2.1M
18	Commonwealth Financial Services, LLC	0.83%	227,881	$6.2M
19	Strategic Financial Concepts, LLC	0.80%	99,345	$2.7M
20	Mount Lucas Management LP	0.79%	81,403	$2.2M
21	Potomac Fund Management Inc /Adv	0.75%	1,098,300	$29.9M
22	Hyundai Investments Co., Ltd.	0.71%	24,116	$657K
23	M.E. Allison & CO., INC.	0.71%	45,222	$1.2M
24	Asset Allocation Strategies LLC	0.71%	168,821	$4.6M
25	Insight Wealth Partners, LLC	0.57%	156,998	$4.3M

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 (FALN)

What does the Smart Money Trend signal show for FALN?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FALN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FALN?

Slight buying edge — 55% buying: Last quarter: 156 funds bought or added vs 129 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FALN holders?

Elite ownership — 48% AUM from top-100 funds: 23 of 291 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in FALN. 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 FALN?

57% of holders stayed for 2+ years: 169 out of 294 hedge funds have held FALN 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 (FALN) following the 2026 Q2 hedge fund 13F filings?

As of today, FALN has moved -0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.4%. Since the quarter end (June 30, 2026), FALN has gained -0.8% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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 (FALN)

Smart Money Signals — FALN

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Steady growth — +7% more funds vs a year ago

Slight buying edge — 55% buying

Fewer new buyers each quarter (-21 vs last Q)

57% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 62% veterans vs 23% newcomers

Elite ownership — 48% AUM from top-100 funds

Institutional Sentiment Summary — FALN

Hedge Fund Ownership: FALN

Market Analysis: FALN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FALN

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

Hedge Fund Positioning: FALN

Statistics: FALN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (FALN)

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