Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (USHY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +52
Streak
11Q ▲
Buyers last Q
65%

Smart Money Signals — USHY

Based on 600 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added USHY 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
600 hedge funds hold USHY 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.
🚀

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

fund count last 6Q
+107 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 buyers than sellers — 65% buying

382 buying204 selling
Last quarter: 382 funds were net buyers (115 opened a brand new position + 267 added to an existing one). Only 204 were sellers (141 trimmed + 63 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+34 vs last Q)

new funds entering per quarter
Funds opening a new USHY position: 84 → 84 → 81 → 115. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 25% new
309 out of 600 hedge funds have held USHY 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.
💰

Value +105% but shares only +8% — price-driven

Value
+105%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +105%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

81 → 84 → 84 → 81 → 115 new funds/Q
New funds entering each quarter: 84 → 84 → 81 → 115. A growing number of institutions are discovering USHY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 13% 1-2yr ■ 32% new
Of 600 current holders: 330 (55%) 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 — 80% AUM from top-100 funds

80% from top-100 AUM funds
29 of 600 holders are among the 100 largest funds by AUM, controlling 80% of total institutional value in USHY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — USHY

In 2025 Q4, 382 hedge funds were net buyers of USHY (115 opened a new position, 267 added to an existing one), while 204 reduced or exited (141 trimmed, 63 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 80% of total institutional value in USHY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +52 funds (more new holders than closures). Total institutional holders: 600.

Hedge Fund Ownership: USHY

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

Market Analysis: USHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USHY

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 14 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: USHY
2026 Q1 Stats Unlock in 7 days 600 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 600 548 9.49%
13F Shares 598M 552M 8.32%
Total Value $73.38B $35.79B 105.04%
New Positions 115 81 +34
Increased Positions 267 248 +19
Closed Positions 63 58 +5
Reduced Positions 141 142 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USHY

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Financial Highlights

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Institutional Holders (2026 Q1)

600 + investors

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

Top 25 institutional holders of USHY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PPM AMERICA INC/IL 39.01% 175,800 $6.5M
2 Polianta Ltd 23.64% 4,835,000 $178K
3 Roberts Financial Services LLC 11.43% 975,269 $35.9M
4 Bricktown Capital, LLC 11.25% 1,550,648 $57.1M
5 Japan Science & Technology Agency 10.96% 14,319,906 $527.5M
6 Keeler Thomas Management LLC 9.30% 596,575 $22.0M
7 SHENKMAN CAPITAL MANAGEMENT INC 7.72% 1,706,723 $64.2M
8 Angel Oak Capital Advisors, LLC 6.51% 158,936 $5.9M
9 CVS HEALTH Corp 6.04% 348,100 $12.8M
10 Ilmarinen Mutual Pension Insurance Co 4.08% 14,080,000 $519K
11 VIEWPOINT INVESTMENT PARTNERS CORP 4.01% 262,800 $8.7M
12 Koss-Olinger Consulting, LLC 3.88% 1,256,588 $46.3M
13 Allegiance Financial Group Advisory Services LLC 3.75% 512,430 $18.9M
14 REBALANCE, LLC 3.72% 1,738,234 $64.0M
15 Summit Wealth Group, LLC 3.35% 396,549 $14.6M
16 SigFig Wealth Management, LLC 3.34% 3,090,034 $113.8M
17 FC Advisory LLC 3.18% 295,374 $10.9M
18 TIAA Wealth Investment Management LLC 3.14% 11,282,244 $411.6M
19 Counterpoint Mutual Funds LLC 3.07% 554,241 $20.4M
20 Sage Advisory Services, Ltd.Co. 2.97% 147,190 $5.4M
21 Heritage Family Offices, LLP 2.74% 167,572 $6.2M
22 Stockman Wealth Management, Inc. 2.64% 650,112 $24.0M
23 Topel & Distasi Wealth Management, LLC 2.50% 131,199 $4.8M
24 Amicus Financial Advisors, LLC 2.42% 238,825 $8.8M
25 Counterweight Ventures, LLC 2.35% 113,590 $4.2M
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 (USHY)

What does the Smart Money Trend signal show for USHY?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added USHY 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 USHY?

More buyers than sellers — 65% buying: Last quarter: 382 funds were net buyers (115 opened a brand new position + 267 added to an existing one). Only 204 were sellers (141 trimmed + 63 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USHY holders?

Elite ownership — 80% AUM from top-100 funds: 29 of 600 holders are among the 100 largest funds by AUM, controlling 80% of total institutional value in USHY. 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 USHY?

52% of holders stayed for 2+ years: 309 out of 600 hedge funds have held USHY 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.