Ishares Tr (SMIN) Hedge Fund Ownership (Q1 2026)

Ishares Tr (SMIN)

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

Smart Money Signals — SMIN

Based on 109 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 SMIN 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 — 71% of 3.0Y peak

71% of all-time peak

109 funds currently hold this stock — 71% of the 3.0-year high of 154 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 18% fewer funds vs a year ago

fund count last 6Q

24 fewer hedge funds hold SMIN compared to a year ago (-18% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🔴

Heavy selling pressure — only 38% buying

41 buying68 selling

Last quarter: 68 funds sold vs only 41 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 20 → 15 → 18 → 10. 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.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 25% medium ■ 12% new

69 out of 109 hedge funds have held SMIN 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

27 → 20 → 15 → 18 → 10 new funds/Q

New funds entering each quarter: 20 → 15 → 18 → 10. SMIN 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 — 65% veterans vs 15% newcomers

■ 65% veterans ■ 20% 1-2yr ■ 15% new

Entry-cohort mix of 110 holders: 71 (65%) are 2+ year veterans, 22 entered 1–2 years ago, and 17 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds

25 of 109 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in SMIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

2.4

out of 10

Low Exit Risk

Exit risk score 2.4/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	109	124	-12.1%
13F Shares	5M	6M	-11.3%
Total Value	$335M	$429M	-22.07%
New Positions	10	17	-7
Increased Positions	31	42	-11
Closed Positions	25	15	+10
Reduced Positions	41	44	-3
Total Calls	1	1	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

109

124

-12.1%

13F Shares

-11.3%

Total Value

$335M

$429M

-22.07%

New Positions

-7

Increased Positions

-11

Closed Positions

+10

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

109 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SMIN. 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SMIN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mainsail Financial Group, LLC	3.54%	147,167	$10.4M
2	Informed Momentum Co LLC	3.18%	504,854	$35.7M
3	Crumly & Associates Inc.	2.59%	191,179	$13.5M
4	Leibman Financial Services, Inc.	2.55%	54,262	$3.8M
5	626 Financial, LLC	1.06%	38,514	$2.7M
6	Highland Financial Advisors, LLC	0.88%	56,378	$4.0M
7	Hillsdale Investment Management Inc.	0.76%	471,671	$33.4M
8	Causeway Capital Management LLC	0.42%	542,849	$38.4M
9	Gould Asset Management LLC /Ca/	0.06%	5,630	$398K
10	Grey Ledge Advisors, LLC	0.05%	3,205	$227K
11	Man Group plc	0.04%	348,444	$24.6M
12	VestGen Advisors, LLC	0.04%	18,862	$1.3M
13	Connor, Clark & Lunn Investment Management Ltd.	0.03%	255,005	$18.0M
14	Westerkirk Capital Inc.	0.03%	4,998	$354K
15	Finley Financial, LLC	0.03%	1,130	$80K
16	Knollwood Investment Advisory, LLC	0.03%	5,000	$354K
17	Capital Management Corp /Va	0.03%	2,860	$202K
18	Highland Investment Advisors LLC	0.03%	916	$65K
19	180 Wealth Advisors, LLC	0.02%	3,081	$218K
20	Alliancebernstein L.P.	0.02%	1,078,987	$64.7M
21	Belpointe Asset Management LLC	0.02%	8,564	$606K
22	Bryn Mawr Trust Advisors, LLC	0.02%	6,385	$452K
23	LPL Financial LLC	0.02%	1,076,243	$76.1M
24	Thompson Investment Management, INC.	0.02%	2,003	$142K
25	Orion Porfolio Solutions, LLC	0.02%	28,688	$2.0M

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 (SMIN)

What does the Smart Money Trend signal show for SMIN?

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

Heavy selling pressure — only 38% buying: Last quarter: 68 funds sold vs only 41 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for SMIN holders?

Elite ownership — 53% AUM from top-100 funds: 25 of 109 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in SMIN. 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 SMIN?

63% of holders stayed for 2+ years: 69 out of 109 hedge funds have held SMIN 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.

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Ishares Tr (SMIN)

Smart Money Signals — SMIN

Selling streak — 1 quarter in a row

High ownership — 71% of 3.0Y peak

Outflows — 18% fewer funds vs a year ago

Heavy selling pressure — only 38% buying

Fewer new buyers each quarter (-8 vs last Q)

63% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 65% veterans vs 15% newcomers

Elite ownership — 53% AUM from top-100 funds

Institutional Sentiment Summary — SMIN

Hedge Fund Ownership: SMIN

Market Analysis: SMIN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SMIN

Hedge Fund Positioning: SMIN

Statistics: SMIN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (SMIN)

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