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

Q: Is it too late to buy Ishares Tr (USRT) following the 2026 Q2 hedge fund 13F filings?

As of today, USRT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), USRT gained +1.5% vs +3.9% 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.

Ishares Tr (USRT)

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

Smart Money Signals — USRT

Based on 398 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added USRT 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

398 hedge funds hold USRT 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 — +8% more funds vs a year ago

fund count last 6Q

+29 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 62% buying

232 buying143 selling

Last quarter: 232 funds were net buyers (51 opened a brand new position + 181 added to an existing one). Only 143 were sellers (106 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 37 → 26 → 63 → 51. 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.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 19% new

228 out of 398 hedge funds have held USRT 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

51 → 37 → 26 → 63 → 51 new funds/Q

New funds entering each quarter: 37 → 26 → 63 → 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.

🏛️

Veteran-anchored — 59% veterans vs 26% newcomers

■ 59% veterans ■ 15% 1-2yr ■ 26% new

Entry-cohort mix of 398 holders: 236 (59%) are 2+ year veterans, 60 entered 1–2 years ago, and 102 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds

26 of 398 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	398	384	3.65%
13F Shares	40M	37M	6.67%
Total Value	$2.32B	$2.14B	8.05%
New Positions	51	63	-12
Increased Positions	181	169	+12
Closed Positions	37	28	+9
Reduced Positions	106	95	+11
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

398

384

3.65%

13F Shares

40M

37M

6.67%

Total Value

$2.32B

$2.14B

8.05%

New Positions

-12

Increased Positions

181

169

+12

Closed Positions

Reduced Positions

106

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

398 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in USRT. 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 25 USRT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Trust Co of Tennessee	13.88%	1,195,061	$79.4M
2	S. R. Schill & Associates	13.10%	326,591	$21.7M
3	Cornerstone Partners Capital Management, LLC	11.50%	59,495	$4.0M
4	Fi3 FINANCIAL ADVISORS, LLC	11.06%	311,720	$46.2M
5	93 Financial Group, LLC	9.23%	351,878	$23.4M
6	Disciplina Capital Management LLC	5.37%	782,526	$52.0M
7	Spartan Planning & Wealth Management	5.34%	120,727	$8.0M
8	Financial & Tax Architects, LLC	4.75%	338,845	$22.5M
9	Biltmore Wealth Management, LLC	4.70%	226,548	$15.1M
10	MPS Loria Financial Planners, LLC	4.21%	275,472	$18.3M
11	SMI Advisory Services, LLC	4.10%	377,626	$25.3M
12	Blueprint Investment Partners LLC	3.58%	646,149	$42.9M
13	Fiducient Advisors LLC	2.92%	306,909	$20.4M
14	Financial Management, Inc.	2.81%	51,916	$3.0M
15	Freedom Day Solutions, LLC	2.54%	172,982	$11.5M
16	Financial Planning Fort Collins, LLC	2.53%	50,102	$3.3M
17	Topel & Distasi Wealth Management, LLC	2.51%	78,423	$5.2M
18	Moller Wealth Partners	2.49%	206,928	$13.8M
19	TPG Financial Advisors, LLC	2.45%	123,227	$8.2M
20	Rodgers & Associates, LTD	2.42%	401,892	$26.7M
21	Post Resch Tallon Group Inc.	2.42%	52,702	$3.5M
22	Envision Financial LLC	2.36%	76,982	$5.1M
23	IFC & Insurance Marketing, Inc.	2.16%	36,836	$2.4M
24	Retiremitten Financial LLC	2.01%	71,672	$4.8M
25	WealthTrak Capital Management LLC	1.98%	45,230	$3.0M

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 (USRT)

What does the Smart Money Trend signal show for USRT?

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

More buyers than sellers — 62% buying: Last quarter: 232 funds were net buyers (51 opened a brand new position + 181 added to an existing one). Only 143 were sellers (106 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USRT holders?

Strong quality — 26% AUM from major funds: 26 of 398 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held USRT?

57% of holders stayed for 2+ years: 228 out of 398 hedge funds have held USRT 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 (USRT) following the 2026 Q2 hedge fund 13F filings?

As of today, USRT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), USRT has gained +1.5% vs +3.9% 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.

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Ishares Tr (USRT)

Smart Money Signals — USRT

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +8% more funds vs a year ago

More buyers than sellers — 62% buying

Fewer new buyers each quarter (-12 vs last Q)

57% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 59% veterans vs 26% newcomers

Strong quality — 26% AUM from major funds

Institutional Sentiment Summary — USRT

Hedge Fund Ownership: USRT

Market Analysis: USRT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: USRT

Is It Too Late to Buy Ishares Tr (USRT) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: USRT

Statistics: USRT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (USRT)

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