Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SHV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +37
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — SHV

Based on 738 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SHV 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
738 hedge funds hold SHV 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 — +4% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

376 buying341 selling
Last quarter: 376 funds bought or added vs 341 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new SHV position: 81 → 52 → 98 → 105. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
456 out of 738 hedge funds have held SHV 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.
🚀

Acceleration phase — new buyers rushing in

99 → 81 → 52 → 98 → 105 new funds/Q
New funds entering each quarter: 81 → 52 → 98 → 105. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 65% veterans vs 20% newcomers

■ 65% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 738 holders: 481 (65%) are 2+ year veterans, 106 entered 1–2 years ago, and 151 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
32 of 737 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in SHV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — SHV

In 2026 Q1, 376 hedge funds were net buyers of SHV (105 opened a new position, 271 added to an existing one), while 341 reduced or exited (273 trimmed, 68 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 51% of total institutional value in SHV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +37 funds (more new holders than closures). Total institutional holders: 738.

Hedge Fund Ownership: SHV

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

Market Analysis: SHV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHV

-- --

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

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

Signal Freshness measures how much SHV 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 · 45d ago
SHV
-0.1%
SPY
+3.9%

SHV outperformed SPY by -4.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
SHV
+0.0%
SPY
+0.0%

Since the filing became public, SHV 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.

22 top-rated funds 41 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: SHV
2026 Q2 Stats Unlock in 5 days 729 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 729 700 4.14%
13F Shares 89M 85M 5.13%
Total Value $9.53B $9.21B 3.43%
New Positions 99 98 +1
Increased Positions 271 244 +27
Closed Positions 70 71 -1
Reduced Positions 272 268 +4
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SHV

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Institutional Holders (2026 Q2)

729 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SHV. 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 SHV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hansen & Associates Financial Group, Inc. 27.00% 427,909 $47.1M
2 Sulzberger Capital Advisors, Inc. 18.59% 172,589 $19.0M
3 Marks Wealth, LLC 18.07% 756,645 $83.5M
4 Legacy Advisory Services, LLC 16.26% 209,359 $23.1M
5 Sierra Legacy Group 13.78% 161,125 $17.8M
6 Client First Capital LLC 12.14% 276,188 $30.5M
7 Able Wealth Management LLC 9.93% 392,113 $43.3M
8 Alpha Zero LLC 9.75% 233,407 $25.7M
9 Allred Capital Management, LLC 9.46% 261,023 $28.8M
10 Bull Oak Capital, LLC 9.26% 251,810 $27.8M
11 Cynosure Group, LLC 9.04% 545,206 $60.2M
12 Wealthspire Retirement, LLC 8.93% 1,478,117 $162.9M
13 Mullooly Asset Management, Inc. 8.45% 248,775 $27.5M
14 White Lighthouse Investment Management Inc. 8.34% 606,646 $66.9M
15 Trust Co 8.03% 806,478 $89.0M
16 Bulltick Wealth Management, LLC 7.83% 347,973 $38.4M
17 Highland Investment Advisors LLC 7.80% 162,201 $17.9M
18 Stolz & Associates, Ps 7.70% 111,743 $12.3M
19 Paragon Capital Management Inc 6.68% 81,776 $9.0M
20 VanWeelden Wealth Management, LLC 6.45% 78,692 $8.7M
21 Stableford Capital II LLC 6.30% 164,909 $18.2M
22 Townsend & Associates, Inc 6.24% 664,440 $73.3M
23 Luminist Capital LLC 6.24% 50,283 $5.5M
24 Capstone Wealth Management Group, LLC 5.66% 145,546 $16.1M
25 LaSalle St. Investment Advisors, LLC 5.60% 414,903 $45.8M
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 (SHV)

What does the Smart Money Trend signal show for SHV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SHV 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 SHV?

Slight buying edge — 52% buying: Last quarter: 376 funds bought or added vs 341 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 SHV holders?

Elite ownership — 51% AUM from top-100 funds: 32 of 737 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in SHV. 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 SHV?

62% of holders stayed for 2+ years: 456 out of 738 hedge funds have held SHV 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 (SHV) following the 2026 Q2 hedge fund 13F filings?

As of today, SHV has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SHV has gained -0.1% vs +3.9% 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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