Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (SUSC)

278 + Investors. Track Smart Money conviction in SUSC. 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
↑ +30
Streak
2Q ▲
Buyers last Q
72%

Smart Money Signals — SUSC

Based on 278 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SUSC 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
278 hedge funds hold SUSC 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 — +13% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 72% buying

202 buying78 selling
Last quarter: 202 funds were net buyers (51 opened a brand new position + 151 added to an existing one). Only 78 were sellers (57 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new SUSC position: 27 → 22 → 32 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 23% medium 24% new
147 out of 278 hedge funds have held SUSC 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

44 → 27 → 22 → 32 → 51 new funds/Q
New funds entering each quarter: 27 → 22 → 32 → 51. 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.
🏛️

Deep conviction — 54% of holders stayed 2+ years

54% veterans 14% 1-2yr 32% new
Of 278 current holders: 150 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
17 of 278 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in SUSC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Hedge Fund Ownership: SUSC

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

Market Analysis: SUSC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SUSC

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 2 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: SUSC
2026 Q1 Stats Unlock in 10 days 278 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 278 248 12.1%
13F Shares 47M 45M 4.52%
Total Value $1.10B $1.06B 3.75%
New Positions 51 32 +19
Increased Positions 151 148 +3
Closed Positions 21 26 -5
Reduced Positions 57 45 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SUSC

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

278 + investors

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

Top 25 institutional holders of SUSC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avise Financial Cooperative, Inc. 6.02% 314,454 $7.3M
2 IMPACTfolio, LLC 5.93% 603,397 $14.0M
3 Invera Wealth Advisors, LLC 3.61% 243,091 $5.6M
4 Wells Financial Advisors INC 2.43% 23,045 $533K
5 Archer Investment Management, LLC 2.38% 244,396 $5.7M
6 Colorado Capital Management, Inc. 1.77% 204,823 $5K
7 Topel & Distasi Wealth Management, LLC 1.09% 91,152 $2.1M
8 One Wealth Advisors, LLC 0.92% 318,544 $7.4M
9 Midwest Financial Partners Investments, Inc. 0.83% 67,772 $1.6M
10 BIRCHBROOK, INC. 0.82% 72,177 $1.7M
11 Oregon Pacific Wealth Management, LLC 0.69% 28,615 $662K
12 RCS Financial Planning, LLC 0.65% 54,099 $1.3M
13 Horst & Graben Wealth Management LLC 0.64% 202,382 $4.7M
14 Sharkey, Howes & Javer 0.57% 181,359 $4.2M
15 Kelsey Financial, LLC 0.55% 27,137 $628K
16 Summit Wealth Group, LLC 0.51% 96,649 $2.2M
17 Skyline Advisors, Inc. 0.47% 58,124 $1.3M
18 THEORY FINANCIAL LLC 0.38% 47,390 $1.1M
19 Cornerstone Financial Management LLC 0.33% 15,645 $362K
20 RED REEF ADVISORS LLC 0.32% 13,550 $317K
21 CURTIS WEALTH MANAGEMENT LLC 0.32% 14,664 $339K
22 ONE WEALTH CAPITAL MANAGEMENT, LLC 0.32% 31,312 $727K
23 Private Wealth Management Group, LLC 0.32% 52,141 $1.2M
24 Asempa Wealth Advisors 0.30% 14,977 $345K
25 Envestnet Portfolio Solutions, Inc. 0.28% 2,158,124 $49.9M
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 (SUSC)

What does the Smart Money Trend signal show for SUSC?

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

More buyers than sellers — 72% buying: Last quarter: 202 funds were net buyers (51 opened a brand new position + 151 added to an existing one). Only 78 were sellers (57 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SUSC holders?

Elite ownership — 49% AUM from top-100 funds: 17 of 278 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in SUSC. 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 SUSC?

53% of holders stayed for 2+ years: 147 out of 278 hedge funds have held SUSC 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.

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.