Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (IUSB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
11Q ▲
Buyers last Q
65%

Smart Money Signals — IUSB

Based on 835 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IUSB 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
835 hedge funds hold IUSB 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
+121 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.
🟢

More buyers than sellers — 65% buying

539 buying291 selling
Last quarter: 539 funds were net buyers (88 opened a brand new position + 451 added to an existing one). Only 291 were sellers (211 trimmed + 80 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-67 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 81 → 88 → 155 → 88. 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.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 24% medium ■ 22% new
448 out of 835 hedge funds have held IUSB 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

94 → 81 → 88 → 155 → 88 new funds/Q
New funds entering each quarter: 81 → 88 → 155 → 88. A growing number of institutions are discovering IUSB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 27% newcomers

■ 55% veterans ■ 17% 1-2yr ■ 27% new
Entry-cohort mix of 835 holders: 460 (55%) are 2+ year veterans, 146 entered 1–2 years ago, and 229 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
27 of 832 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IUSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — IUSB

In 2026 Q1, 539 hedge funds were net buyers of IUSB (88 opened a new position, 451 added to an existing one), while 291 reduced or exited (211 trimmed, 80 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in IUSB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 835.

Hedge Fund Ownership: IUSB

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

Market Analysis: IUSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IUSB

-- --

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

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

Signal Freshness measures how much IUSB has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
IUSB
-0.3%
SPY
+14.9%

IUSB outperformed SPY by -15.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
IUSB
+1.1%
SPY
+1.1%

Since the filing became public, IUSB outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 52 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IUSB
825 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 825 827 -0.24%
13F Shares 747M 690M 8.3%
Total Value $33.30B $34.75B -4.19%
New Positions 83 155 -72
Increased Positions 449 359 +90
Closed Positions 85 66 +19
Reduced Positions 209 241 -32
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IUSB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

825 + investors

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

QUARTER:
Top 25 IUSB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mason & Associates, LLC 30.64% 2,897,250 $133.8M
2 Stash Investments, LLC 17.71% 988,610 $45.7M
3 Landmark Wealth Management, INC. 11.85% 680,126 $31.4M
4 Elevation Wealth Partners, LLC 11.44% 691,129 $31.9M
5 J. Mark Nickell & Co. 11.29% 235,629 $10.9M
6 ONE Advisory Partners, LLC 10.12% 711,117 $32.8M
7 Mcmorgan & Co LLC 9.32% 1,247,471 $57.6M
8 Atlatl Advisers LLC 9.17% 267,471 $12.4M
9 Skyline Advisors, Inc. 9.00% 558,459 $25.8M
10 Affinity Capital Advisors, LLC 8.85% 1,366,932 $63.1M
11 True Vision MN LLC 8.82% 370,169 $17.1M
12 Johnson Financial Group, Inc. 8.45% 5,053,447 $233.4M
13 Stone House Investment Management, LLC 8.09% 977,212 $45.1M
14 Intelligence Driven Advisers, LLC 7.82% 971,550 $44.9M
15 GeoWealth Management, LLC 7.76% 4,664,293 $215.4M
16 Compass Ion Advisors, LLC 7.73% 1,755,388 $81.1M
17 Shared Vision Wealth Group LLC 7.47% 396,227 $18.3M
18 Elevated Financial Group LLC 7.38% 491,327 $22.7M
19 Xena Financial Planning, LLC 7.27% 139,477 $6.4M
20 SigFig Wealth Management, LLC 7.09% 5,234,998 $241.8M
21 Swp Financial LLC 7.02% 297,936 $13.8M
22 Resolute Wealth Advisor, INC. 6.69% 254,454 $11.8M
23 Jacobson & Schmitt Advisors, LLC 6.68% 797,346 $36.8M
24 Keystone Financial Services 6.68% 492,610 $22.8M
25 5T Wealth, LLC 6.58% 360,402 $16.6M
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 (IUSB)

What does the Smart Money Trend signal show for IUSB?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IUSB 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 IUSB?

More buyers than sellers — 65% buying: Last quarter: 539 funds were net buyers (88 opened a brand new position + 451 added to an existing one). Only 291 were sellers (211 trimmed + 80 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IUSB holders?

Elite ownership — 56% AUM from top-100 funds: 27 of 832 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IUSB. 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 IUSB?

54% of holders stayed for 2+ years: 448 out of 835 hedge funds have held IUSB 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 (IUSB) following the 2026 Q1 hedge fund 13F filings?

As of today, IUSB has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), IUSB has gained -0.3% vs +14.9% 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.

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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