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

Ishares Tr (TEND)

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

Smart Money Signals — TEND

Based on 12 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q

For 1 consecutive quarter, more hedge funds added TEND 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

12 hedge funds hold TEND right now — the highest count in 0.5 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.

🟢

More buyers than sellers — 77% buying

10 buying3 selling

Last quarter: 10 funds were net buyers (6 opened a brand new position + 4 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares +1304%, value +1265%

Value

+1265%

+1303%

Last quarter: funds added +1304% more shares while total portfolio value only changed +1265%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 12 current holders: 12 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds

3 of 12 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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	12	8	50.0%
13F Shares	8M	547K	1303.64%
Total Value	$190M	$14M	1265.03%
New Positions	6	8	-2
Increased Positions	4	0	+4
Closed Positions	2	0	+2
Reduced Positions	1	0	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

50.0%

13F Shares

547K

1303.64%

Total Value

$190M

$14M

1265.03%

New Positions

-2

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

12 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TEND. 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 15 TEND holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Clear Point Advisors Inc.	0.56%	23,070	$628K
2	Encompass More Asset Management	0.06%	14,121	$385K
3	Lido Advisors, LLC	0.05%	629,089	$17.1M
4	Ashton Thomas Private Wealth, LLC	0.03%	60,208	$1.6M
5	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.01%	9,428	$257K
6	Old Mission Capital LLC	0.01%	11,843	$323K
7	Fiduciary Financial Advisors	0.00%	307	$8K
8	Raymond James Financial Inc	0.00%	106,842	$2.9M
9	Captrust Financial Advisors	0.00%	12,490	$340K
10	BlackRock, Inc.	0.00%	400,000	$10.9M
11	Goldman Sachs Group Inc	0.00%	16,370	$446K
12	UBS Group AG	0.00%	10,703	$292K
13	Susquehanna International Group, LLP	0.00%	14,160	$386K
14	IFP Advisors, Inc	0.00%	45	$1K
15	AE Wealth Management LLC	0.00%	112	$3K

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 (TEND)

What does the Smart Money Trend signal show for TEND?

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

More buyers than sellers — 77% buying: Last quarter: 10 funds were net buyers (6 opened a brand new position + 4 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TEND holders?

Smaller funds dominant — 6% AUM from top-100: 3 of 12 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TEND?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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 (TEND)

Smart Money Signals — TEND

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

More buyers than sellers — 77% buying

Mostly new holders — 100% entered in last year

Buying through price weakness — shares +1304%, value +1265%

Early stage — 100% of holders entered in last year

Smaller funds dominant — 6% AUM from top-100

Institutional Sentiment Summary — TEND

Hedge Fund Ownership: TEND

Market Analysis: TEND

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TEND

Hedge Fund Positioning: TEND

Statistics: TEND

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (TEND)

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