Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (KSA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — KSA

Based on 103 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their KSA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
103 funds currently hold this stock — 91% of the 3.0-year high of 113 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding KSA is almost the same as a year ago (-2 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

48 buying54 selling
Last quarter: 54 funds reduced or exited vs 48 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.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 19 → 14 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 19% medium ■ 20% new
62 out of 103 hedge funds have held KSA 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

19 → 30 → 19 → 14 → 17 new funds/Q
New funds entering each quarter: 30 → 19 → 14 → 17. KSA 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 — 70% veterans vs 23% newcomers

■ 70% veterans ■ 7% 1-2yr ■ 23% new
Entry-cohort mix of 104 holders: 73 (70%) are 2+ year veterans, 7 entered 1–2 years ago, and 24 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
29 of 102 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in KSA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — KSA

In 2026 Q2, 48 hedge funds were net buyers of KSA (17 opened a new position, 31 added to an existing one), while 54 reduced or exited (36 trimmed, 18 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 61% of total institutional value in KSA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 103.

Hedge Fund Ownership: KSA

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

Market Analysis: KSA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KSA

-- --

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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: KSA
102 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 102 104 -1.92%
13F Shares 12M 12M 2.4%
Total Value $454M $464M -2.25%
New Positions 17 14 +3
Increased Positions 30 35 -5
Closed Positions 18 14 +4
Reduced Positions 35 29 +6
Total Calls 1 2 -50.0%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: KSA

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

102 + investors

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

QUARTER:
Top 25 KSA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Moneda S.A. Administradora General de Fondos 1.17% 38,122 $1.4M
2 Vanderbilt University 0.81% 158,712 $5.9M
3 Solstein Capital, LLC 0.60% 46,795 $1.7M
4 Old Mission Capital LLC 0.34% 566,394 $21.1M
5 Gallacher Capital Management LLC 0.28% 13,206 $493K
6 Checchi Capital Advisers, LLC 0.13% 78,346 $2.9M
7 Jordan Park Group LLC 0.12% 64,788 $2.4M
8 Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% 430,156 $16.0M
9 Ninety One UK Ltd 0.09% 1,083,929 $40.4M
10 Knollwood Investment Advisory, LLC 0.09% 25,942 $968K
11 State of Wyoming 0.08% 21,930 $818K
12 Causeway Capital Management LLC 0.07% 177,079 $6.6M
13 Denali Advisors LLC 0.06% 17,200 $642K
14 Sava Infond d.o.o. 0.05% 20,000 $746K
15 Yousif Capital Management, LLC 0.05% 124,527 $4.6M
16 SIH Partners, LLLP 0.04% 177,044 $6.6M
17 Mondrian Investment Partners LTD 0.03% 55,845 $2.1M
18 SummitTX Capital, L.P. 0.02% 25,700 $959K
19 Ensign Peak Advisors, Inc 0.02% 395,447 $14.8M
20 Nissay Asset Management Corp /Japan 0.02% 129,485 $4.8M
21 Two Sigma Securities, LLC 0.02% 5,760 $215K
22 Allspring Global Investments Holdings, LLC 0.02% 271,126 $10.1M
23 Transcend Capital Advisors, LLC 0.01% 5,713 $213K
24 Clearbridge Investments, LLC 0.01% 454,295 $16.9M
25 Panagora Asset Management Inc 0.01% 107,677 $4.0M
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 (KSA)

What does the Smart Money Trend signal show for KSA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their KSA 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 KSA?

More sellers than buyers — 47% buying: Last quarter: 54 funds reduced or exited vs 48 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 KSA holders?

Elite ownership — 61% AUM from top-100 funds: 29 of 102 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in KSA. 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 KSA?

60% of holders stayed for 2+ years: 62 out of 103 hedge funds have held KSA 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.

Full history →