Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (TECB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — TECB

Based on 89 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 TECB 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 — 89% of 3.0Y peak

89% of all-time peak
89 funds currently hold this stock — 89% of the 3.0-year high of 100 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 42% buying

32 buying45 selling
Last quarter: 45 funds reduced or exited vs 32 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 17 → 17 → 7. 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.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 33% medium ■ 22% new
40 out of 89 hedge funds have held TECB 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

13 → 14 → 17 → 17 → 7 new funds/Q
New funds entering each quarter: 14 → 17 → 17 → 7. TECB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 17% 1-2yr ■ 35% new
Of 89 current holders: 43 (48%) 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.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
14 of 89 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Institutional Sentiment Summary — TECB

In 2026 Q1, 32 hedge funds were net buyers of TECB (7 opened a new position, 25 added to an existing one), while 45 reduced or exited (27 trimmed, 18 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 89.

Hedge Fund Ownership: TECB

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

Market Analysis: TECB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TECB

-- --

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

Is It Too Late to Buy ISHARES TR (TECB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TECB has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 72d ago
TECB
nan%
SPY
+11.7%

TECB outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 27d ago
TECB
nan%
SPY
-1.7%

Since the filing became public, TECB outperformed SPY by nan% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: TECB
89 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 89 100 -11.0%
13F Shares 5M 5M 0.09%
Total Value $282M $312M -9.62%
New Positions 7 17 -10
Increased Positions 25 31 -6
Closed Positions 18 7 +11
Reduced Positions 27 27 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TECB

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 Q1)

89 + investors

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

QUARTER:
Top 25 institutional holders of TECB — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stonebridge Financial Planning Group, LLC 0.74% 36,204 $2.0M
2 Financial Engines Advisors L.L.C. 0.45% 3,952,438 $219.3M
3 KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 0.27% 13,668 $854K
4 SHEETS SMITH WEALTH MANAGEMENT 0.24% 38,040 $2.1M
5 Austin Wealth Management, LLC 0.22% 17,428 $985K
6 VALLEY NATIONAL ADVISERS INC 0.21% 29,048 $2K
7 BRASADA CAPITAL MANAGEMENT, LP 0.10% 9,555 $540K
8 Waterford Advisors, LLC 0.10% 12,548 $304K
9 NorthRock Partners, LLC 0.08% 94,890 $5.3M
10 GTS SECURITIES LLC 0.07% 37,850 $2.1M
11 United Advisor Group, LLC 0.07% 10,226 $567K
12 Clark Wealth Partners 0.07% 1,813 $101K
13 Stratos Wealth Advisors, LLC 0.04% 12,236 $679K
14 Sigma Planning Corp 0.04% 24,325 $1.3M
15 CERTUITY, LLC 0.03% 8,552 $474K
16 Advisory Services Network, LLC 0.03% 41,419 $2.3M
17 PFG Investments, LLC 0.03% 10,708 $594K
18 Comprehensive Financial Planning, Inc./PA 0.03% 678 $38K
19 SIGNET FINANCIAL MANAGEMENT, LLC 0.03% 4,135 $229K
20 Ancora Advisors LLC 0.03% 21,627 $1.2M
21 Fiduciary Alliance LLC 0.02% 6,397 $387K
22 Banque Transatlantique SA 0.02% 16,685 $926K
23 KERR FINANCIAL PLANNING Corp 0.02% 228 $14K
24 Rehmann Capital Advisory Group 0.02% 5,203 $289K
25 STEPH & CO 0.01% 850 $47K
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 (TECB)

What does the Smart Money Trend signal show for TECB?

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

More sellers than buyers — 42% buying: Last quarter: 45 funds reduced or exited vs 32 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for TECB holders?

Smaller funds dominant — 11% AUM from top-100: 14 of 89 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TECB?

45% of holders stayed for 2+ years: 40 out of 89 hedge funds have held TECB 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 (TECB) following the 2026 Q1 hedge fund 13F filings?

As of today, TECB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), TECB has gained nan% vs +11.7% 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 →