Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (PABU)

23 + Investors. Track Smart Money conviction in PABU. 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
52%

Smart Money Signals — PABU

Based on 25 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 PABU 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 (96% of max)

96% of all-time peak
25 hedge funds hold PABU 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 — +9% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

12 buying11 selling
Last quarter: 12 funds bought or added vs 11 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 — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 2 → 4 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 20% new

■ 28% conviction (2yr+) ■ 52% medium ■ 20% new
Of the 25 current holders: 7 (28%) held >2 years, 13 held 1–2 years, and 5 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~3 new funds/quarter

4 → 5 → 2 → 4 → 3 new funds/Q
New funds entering each quarter: 5 → 2 → 4 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 40% veterans vs 24% newcomers

■ 40% veterans ■ 36% 1-2yr ■ 24% new
Entry-cohort mix of 25 holders: 10 (40%) are 2+ year veterans, 9 entered 1–2 years ago, and 6 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
8 of 25 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — PABU

In 2026 Q1, 12 hedge funds were net buyers of PABU (3 opened a new position, 9 added to an existing one), while 11 reduced or exited (7 trimmed, 4 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 25.

Hedge Fund Ownership: PABU

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

Market Analysis: PABU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PABU

-- --

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

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

Signal Freshness measures how much PABU 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 · 52d ago
PABU
+2.9%
SPY
-0.2%

PABU outperformed SPY by +3.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 7d ago
PABU
-0.7%
SPY
+0.2%

Since the filing became public, PABU outperformed SPY by -0.9% .

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.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: PABU
23 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 23 25 -8.0%
13F Shares 25M 24M 2.82%
Total Value $1.89B $1.60B 18.34%
New Positions 1 3 -2
Increased Positions 7 9 -2
Closed Positions 3 4 -1
Reduced Positions 8 7 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PABU

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)

23 + investors

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

QUARTER:
Top 23 PABU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Danmarks Nationalbank 100.00% 19,080,951 $1.45B
2 Bank of Finland 24.65% 4,992,641 $380.4M
3 AlTi Global, Inc. 0.59% 374,556 $28.5M
4 Albion Financial Group /Ut 0.51% 115,661 $8.8M
5 Cerity Partners OCIO LLC 0.32% 83,041 $6.3M
6 NerdWallet Wealth Partners, LLC 0.29% 11,107 $846K
7 IMA Advisory Services, Inc. 0.23% 48,903 $3.7M
8 Warner Financial, Inc 0.09% 3,817 $291K
9 PDS Planning, Inc 0.03% 5,746 $438K
10 Tower Research Capital LLC (TRC) 0.02% 10,025 $764K
11 Kennebec Savings Bank 0.01% 214 $16K
12 Hollencrest Capital Management 0.00% 972 $74K
13 Vontobel Holding Ltd. 0.00% 12,502 $953K
14 Hrt Financial LP 0.00% 2,763 $210K
15 Steward Partners Investment Advisory, LLC 0.00% 685 $52K
16 Jane Street Group, LLC 0.00% 25,891 $2.0M
17 Citadel Advisors LLC 0.00% 11,925 $909K
18 Susquehanna International Group, LLP 0.00% 12,205 $930K
19 UBS Group AG 0.00% 2,961 $226K
20 Royal Bank of Canada 0.00% 792 $60K
21 Deutsche Bank Ag\ 0.00% 300 $23K
22 Jpmorgan Chase & Co 0.00% 262 $20K
23 Morgan Stanley 0.00% 70 $5K
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 (PABU)

What does the Smart Money Trend signal show for PABU?

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

Slight buying edge — 52% buying: Last quarter: 12 funds bought or added vs 11 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 PABU holders?

Smaller funds dominant — 1% AUM from top-100: 8 of 25 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PABU?

Mixed — 28% long-term, 20% new: Of the 25 current holders: 7 (28%) held >2 years, 13 held 1–2 years, and 5 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, PABU has moved -0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (June 30, 2026), PABU has gained +2.9% vs -0.2% 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.

Full history →