Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (USRT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
1Q ▲
Buyers last Q
66%

Smart Money Signals — USRT

Based on 367 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
367 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 — +7% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 66% buying

226 buying117 selling
Last quarter: 226 funds were net buyers (61 opened a brand new position + 165 added to an existing one). Only 117 were sellers (90 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+37 vs last Q)

new funds entering per quarter
Funds opening a new USRT position: 46 → 36 → 24 → 61. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 17% new
225 out of 367 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.
➡️

Steady discovery — ~61 new funds/quarter

56 → 46 → 36 → 24 → 61 new funds/Q
New funds entering each quarter: 46 → 36 → 24 → 61. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 15% 1-2yr ■ 25% new
Of 367 current holders: 221 (60%) 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 — 16% AUM from top-100

16% from top-100 AUM funds
19 of 367 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — USRT

In 2025 Q4, 226 hedge funds were net buyers of USRT (61 opened a new position, 165 added to an existing one), while 117 reduced or exited (90 trimmed, 27 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 367.

Hedge Fund Ownership: USRT

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

Market Analysis: USRT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USRT

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 7 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: USRT
2026 Q1 Stats Unlock in 7 days 367 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 367 333 10.21%
13F Shares 37M 33M 12.34%
Total Value $2.13B $1.94B 9.55%
New Positions 61 24 +37
Increased Positions 165 147 +18
Closed Positions 27 34 -7
Reduced Positions 90 103 -13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USRT

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Financial Highlights

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Institutional Holders (2026 Q1)

367 + investors

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

Top 25 institutional holders of USRT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 14.27% 97,080 $5.7M
2 Trust Co of Tennessee 13.61% 1,234,725 $73.1M
3 S. R. Schill & Associates 12.09% 302,482 $17.9M
4 93 Financial Group, LLC 9.95% 376,929 $22.3M
5 Disciplina Capital Management LLC 5.40% 861,277 $51.0M
6 Biltmore Wealth Management, LLC 4.70% 223,292 $13.2M
7 Financial & Tax Architects, LLC 4.31% 326,791 $19.3M
8 MPS Loria Financial Planners, LLC 4.18% 267,536 $15.8M
9 Freedom Day Solutions, LLC 2.65% 166,710 $9.9M
10 Post Resch Tallon Group Inc. 2.53% 52,771 $3.1M
11 Topel & Distasi Wealth Management, LLC 2.48% 80,956 $4.8M
12 Financial Planning Fort Collins, LLC 2.45% 51,355 $3.3M
13 Rodgers & Associates, LTD 2.40% 399,013 $23.6M
14 TPG Financial Advisors, LLC 2.28% 118,609 $7.0M
15 FIDUCIENT ADVISORS LLC 2.28% 295,008 $17.5M
16 Envision Financial LLC 2.27% 71,333 $4.2M
17 IFC & Insurance Marketing, Inc. 2.05% 33,223 $2.0M
18 WealthTrak Capital Management LLC 1.88% 44,415 $2.6M
19 ES4, LLC 1.87% 49,011 $2.9M
20 Cannon Financial Strategists, Inc. 1.63% 209,038 $12.4M
21 INTEGRATED WEALTHCARE, LLC 1.60% 32,336 $1.9M
22 Millington Financial Advisors, LLC 1.59% 59,640 $3.8M
23 AXS Investments LLC 1.59% 66,350 $3.9M
24 PROSPERITY BANCSHARES INC 1.55% 32,602 $1.9M
25 Peak Financial Management, Inc. 1.54% 102,569 $6.1M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 66% buying: Last quarter: 226 funds were net buyers (61 opened a brand new position + 165 added to an existing one). Only 117 were sellers (90 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USRT holders?

Smaller funds dominant — 16% AUM from top-100: 19 of 367 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held USRT?

61% of holders stayed for 2+ years: 225 out of 367 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.

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.