Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (HEZU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
45%

Smart Money Signals — HEZU

Based on 92 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
92 hedge funds hold HEZU 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding HEZU is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

36 buying44 selling
Last quarter: 44 funds reduced or exited vs 36 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 20 → 14 → 17 → 10. 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.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 29% medium ■ 17% new
49 out of 92 hedge funds have held HEZU 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.
📊

Peak discovery — momentum slowing

26 → 20 → 14 → 17 → 10 new funds/Q
New funds entering each quarter: 20 → 14 → 17 → 10. HEZU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 57% veterans vs 29% newcomers

■ 57% veterans ■ 14% 1-2yr ■ 29% new
Entry-cohort mix of 92 holders: 52 (57%) are 2+ year veterans, 13 entered 1–2 years ago, and 27 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 77% AUM from top-100 funds

77% from top-100 AUM funds
21 of 92 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in HEZU. 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 — HEZU

In 2026 Q1, 36 hedge funds were net buyers of HEZU (10 opened a new position, 26 added to an existing one), while 44 reduced or exited (34 trimmed, 10 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 77% of total institutional value in HEZU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 92.

Hedge Fund Ownership: HEZU

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

Market Analysis: HEZU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HEZU

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: HEZU
2026 Q2 Stats Unlock in 1 days 91 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 91 91 -
13F Shares 7M 8M -11.03%
Total Value $313M $363M -13.76%
New Positions 9 17 -8
Increased Positions 26 23 +3
Closed Positions 9 14 -5
Reduced Positions 34 34 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HEZU

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Institutional Holders (2026 Q2)

91 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HEZU. 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.
Top 25 HEZU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Comprehensive Wealth Management, LLC 0.75% 32,708 $1.6M
2 Stanich Group LLC 0.68% 21,665 $1.1M
3 Robertson Stephens Wealth Management, LLC 0.32% 257,497 $12.9M
4 Valor Advisors LLC 0.25% 6,859 $300K
5 Connecticut Wealth Management, LLC 0.19% 100,276 $5.0M
6 Three Bridge Wealth Advisors, LLC 0.18% 14,225 $713K
7 Sierra Capital LLC 0.13% 27,301 $1.4M
8 Westfuller Advisors, LLC 0.11% 5,905 $296K
9 Detalus Advisors, LLC 0.09% 9,470 $475K
10 Dimension Capital Management LLC 0.09% 14,953 $750K
11 Piscataqua Savings Bank 0.08% 2,234 $112K
12 Formidable Asset Management, LLC 0.06% 9,234 $404K
13 Quotient Wealth Partners, LLC 0.05% 41,363 $2.1M
14 EP Wealth Advisors, LLC 0.04% 234,774 $11.8M
15 Insight Wealth Strategies, LLC 0.04% 7,331 $363K
16 Summit Financial, LLC 0.03% 51,495 $2.6M
17 One Wealth Advisors, LLC 0.02% 4,131 $207K
18 Magnus Financial Group LLC 0.02% 4,606 $231K
19 HighTower Advisors, LLC 0.02% 310,655 $15.6M
20 Banco Bilbao Vizcaya Argentaria, S.A. 0.01% 47,480 $2.4M
21 Edgemoor Investment Advisors, Inc. 0.01% 4,000 $201K
22 Great Valley Advisor Group, INC. 0.01% 16,570 $831K
23 Sage Mountain Advisors LLC 0.01% 4,087 $205K
24 Capital Investment Advisory Services, LLC 0.01% 3,983 $200K
25 PFG Advisors 0.01% 4,633 $232K
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 (HEZU)

What does the Smart Money Trend signal show for HEZU?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for HEZU?

More sellers than buyers — 45% buying: Last quarter: 44 funds reduced or exited vs 36 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HEZU holders?

Elite ownership — 77% AUM from top-100 funds: 21 of 92 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in HEZU. 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 HEZU?

53% of holders stayed for 2+ years: 49 out of 92 hedge funds have held HEZU 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.

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