Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (TECB)

93 + 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
↑ +5
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — TECB

Based on 94 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TECB 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
94 funds currently hold this stock — 93% of the 3.0-year high of 101 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

37 buying40 selling
Last quarter: 40 funds reduced or exited vs 37 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new TECB position: 17 → 17 → 7 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 34% medium ■ 17% new
46 out of 94 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.
💰

Price up while funds trimmed (+20% value, -8% shares)

Value
+19%
Shares
-8%
Last quarter: total value of institutional TECB holdings rose +20% even though funds reduced share count by 8%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

15 → 17 → 17 → 7 → 16 new funds/Q
New funds entering each quarter: 17 → 17 → 7 → 16. 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.
🏛️

Veteran-anchored — 53% veterans vs 32% newcomers

■ 53% veterans ■ 15% 1-2yr ■ 32% new
Entry-cohort mix of 94 holders: 50 (53%) are 2+ year veterans, 14 entered 1–2 years ago, and 30 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
18 of 93 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 Q2, 37 hedge funds were net buyers of TECB (16 opened a new position, 21 added to an existing one), while 40 reduced or exited (29 trimmed, 11 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 94.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: TECB
93 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 93 89 4.49%
13F Shares 5M 5M -8.17%
Total Value $337M $282M 19.75%
New Positions 16 7 +9
Increased Positions 21 25 -4
Closed Positions 11 19 -8
Reduced Positions 29 27 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TECB

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Institutional Holders (2026 Q2)

93 + 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 TECB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stonebridge Financial Planning Group, LLC 0.80% 35,170 $2.5M
2 Financial Engines Advisors L.L.C. 0.45% 3,569,668 $256.1M
3 Kirtland Hills Capital Management, LLC 0.30% 14,556 $1.0M
4 Sheets Smith Wealth Management 0.27% 38,045 $2.7M
5 Austin Wealth Management, LLC 0.26% 17,383 $1.2M
6 Valley National Advisers Inc 0.23% 28,982 $2.1M
7 Brasada Capital Management, LP 0.12% — $651K
8 NorthRock Partners, LLC 0.10% 94,698 $6.8M
9 Carl P. Sherr & Co., LLC 0.09% 2,943 $211K
10 Clark Wealth Partners 0.07% 1,815 $130K
11 Gts Securities LLC 0.06% 37,850 $2.7M
12 Sigma Planning Corp 0.06% 30,574 $2.2M
13 Stratos Wealth Advisors, LLC 0.05% 11,803 $847K
14 PFG Investments, LLC 0.04% 13,012 $934K
15 Advisory Services Network, LLC 0.03% 42,187 $3.0M
16 Fiduciary Alliance LLC 0.03% 6,507 $467K
17 United Advisor Group, LLC 0.03% 4,112 $295K
18 Certuity, LLC 0.03% 8,552 $614K
19 Ancora Advisors LLC 0.03% 21,211 $1.5M
20 Dynamic Advisor Solutions LLC 0.03% 13,020 $934K
21 Comprehensive Financial Planning, Inc./PA 0.03% 678 $49K
22 Banque Transatlantique SA 0.02% 15,332 $1.1M
23 KERR FINANCIAL PLANNING Corp 0.02% 228 $16K
24 Rehmann Capital Advisory Group 0.02% 5,337 $383K
25 Steph & Co 0.02% 850 $61K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TECB 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 TECB?

More sellers than buyers — 48% buying: Last quarter: 40 funds reduced or exited vs 37 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 — 10% AUM from top-100: 18 of 93 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TECB?

49% of holders stayed for 2+ years: 46 out of 94 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.

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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