ISHARES TR

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 417 13F holders · Pro →

Smart Money · top-200 alpha cohort

8 holders · Q1 2026

$HEFA is held by 8 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.24%, with an average of 0.06% of portfolio. Largest holder: TRUE Private Wealth Advisors at 0.24%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

TRUE Private Wealth Advisors

ProVise Management Group, LLC

0.05% held

α +11.2pts

Choate Investment Advisors

0.02% held

α +13.8pts

Principal Securities, Inc.

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

0.00% held

α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $HEFA in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $HEFA in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window

In development

Convergence detection for $HEFA lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $HEFA — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:07 UTC.