Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SUSB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — SUSB

Based on 307 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 SUSB 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
307 hedge funds hold SUSB 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
+12 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.
🟢

More buyers than sellers — 60% buying

167 buying110 selling
Last quarter: 167 funds were net buyers (27 opened a brand new position + 140 added to an existing one). Only 110 were sellers (86 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 17 → 21 → 39 → 27. 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.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
190 out of 307 hedge funds have held SUSB 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

36 → 17 → 21 → 39 → 27 new funds/Q
New funds entering each quarter: 17 → 21 → 39 → 27. 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 — 64% veterans vs 21% newcomers

■ 64% veterans ■ 15% 1-2yr ■ 21% new
Entry-cohort mix of 307 holders: 196 (64%) are 2+ year veterans, 46 entered 1–2 years ago, and 65 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
25 of 307 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — SUSB

In 2026 Q1, 167 hedge funds were net buyers of SUSB (27 opened a new position, 140 added to an existing one), while 110 reduced or exited (86 trimmed, 24 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 39% of total institutional value in SUSB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 307.

Hedge Fund Ownership: SUSB

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

Market Analysis: SUSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SUSB

-- --

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

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

Signal Freshness measures how much SUSB 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
SUSB
-0.4%
SPY
+3.4%

SUSB outperformed SPY by -3.8% since June 30, 2026.

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

Since the filing became public, SUSB 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.

9 top-rated funds 2 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: SUSB
2026 Q2 Stats Unlock in 5 days 305 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 305 303 0.66%
13F Shares 29M 28M 2.85%
Total Value $680M $716M -5.06%
New Positions 26 39 -13
Increased Positions 139 157 -18
Closed Positions 24 19 +5
Reduced Positions 86 66 +20
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SUSB

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

305 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SUSB. 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 SUSB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Impact Investors, Inc 3.83% 209,479 $5.2M
2 Wells Financial Advisors INC 2.47% 10,660 $266K
3 Avise Financial Cooperative, Inc. 2.40% 135,339 $3.4M
4 Clarity Wealth Development LLC 1.84% 132,392 $3.3M
5 IMPACTfolio, LLC 1.71% 181,238 $4.5M
6 Francis Financial, Inc. 1.68% 410,670 $10.3M
7 Northland Capital Management LLC 1.62% 120,212 $3.0M
8 Integris Wealth Management, LLC 1.53% 303,735 $7.6M
9 Bear Mountain Capital, Inc. 1.14% 157,921 $3.9M
10 Wealth Advisory Team LLC 0.87% 42,713 $1.1M
11 Pine Haven Investment Counsel, Inc 0.71% 42,352 $1.1M
12 Archer Investment Management, LLC 0.64% 74,788 $1.9M
13 Kondo Wealth Advisors, Inc. 0.60% 71,253 $1.8M
14 Plum Street Advisors, LLC 0.59% 73,885 $1.8M
15 Arlington Financial Advisors, LLC 0.57% 179,508 $4.5M
16 Omega Financial Group, LLC 0.56% 73,533 $1.8M
17 Townsend Financial Planning, LLC 0.52% 23,755 $594K
18 Birchbrook, INC. 0.51% 43,642 $1.1M
19 eCIO, Inc. 0.51% 72,604 $1.8M
20 Flagstone Financial Management 0.50% 89,945 $2.2M
21 Wescott Financial Advisory Group, LLC 0.49% 255,365 $6.4M
22 J. Mark Nickell & Co. 0.49% 24,790 $620K
23 Decker Retirement Planning Inc. 0.47% 55,774 $1.4M
24 Seeds Investor LLC 0.45% 176,522 $4.4M
25 Brio Consultants, LLC 0.45% 152,702 $3.8M
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 (SUSB)

What does the Smart Money Trend signal show for SUSB?

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

More buyers than sellers — 60% buying: Last quarter: 167 funds were net buyers (27 opened a brand new position + 140 added to an existing one). Only 110 were sellers (86 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SUSB holders?

Strong quality — 39% AUM from major funds: 25 of 307 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SUSB?

62% of holders stayed for 2+ years: 190 out of 307 hedge funds have held SUSB 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 (SUSB) following the 2026 Q2 hedge fund 13F filings?

As of today, SUSB 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), SUSB has gained -0.4% vs +3.4% 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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