Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (KSA)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — KSA

Based on 104 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 KSA 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
104 funds currently hold this stock — 92% 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.
🟡

Slight buying edge — 54% buying

49 buying42 selling
Last quarter: 49 funds bought or added vs 42 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.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 30 → 18 → 14. 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+) 22% medium 18% new
62 out of 104 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

18 → 18 → 30 → 18 → 14 new funds/Q
New funds entering each quarter: 18 → 30 → 18 → 14. 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 — 72% veterans vs 18% newcomers

72% veterans 10% 1-2yr 18% new
Entry-cohort mix of 106 holders: 76 (72%) are 2+ year veterans, 11 entered 1–2 years ago, and 19 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
24 of 103 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 Q1, 49 hedge funds were net buyers of KSA (14 opened a new position, 35 added to an existing one), while 42 reduced or exited (29 trimmed, 13 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 52% 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 new holders than closures). Total institutional holders: 104.

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.

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

Signal Freshness measures how much KSA has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 2d ago
KSA
+0.9%
SPY
+0.3%

KSA outperformed SPY by +0.6% since June 30, 2026.

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.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: KSA
2026 Q2 Stats Unlock in 48 days 104 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 104 103 0.97%
13F Shares 12M 12M -1.79%
Total Value $464M $442M 4.91%
New Positions 14 18 -4
Increased Positions 35 24 +11
Closed Positions 13 27 -14
Reduced Positions 29 39 -10
Total Calls 2 1 100.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: KSA

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Institutional Holders (2026 Q2)

104 + 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:
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?

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

Slight buying edge — 54% buying: Last quarter: 49 funds bought or added vs 42 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 KSA holders?

Elite ownership — 52% AUM from top-100 funds: 24 of 103 holders are among the 100 largest funds by AUM, controlling 52% 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 104 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.

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

Since the quarter end (June 30, 2026), KSA has gained +0.9% vs +0.3% 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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