Question 1

Who owns SMAX?

Accepted Answer

ISHARES TR (SMAX) is held by 9 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is RAYMOND JAMES FINANCIAL INC as of Q1 2026.

Question 2

Are institutions buying or selling SMAX?

Accepted Answer

In Q1 2026, 4 institutions opened or increased positions in ISHARES TR while 6 reduced or exited — a net selling quarter.

Question 3

What is the Smart Money Verdict on SMAX?

Accepted Answer

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

Question 4

How many hedge funds hold SMAX?

Accepted Answer

9 institutional investors report holding ISHARES TR (SMAX) as of Q1 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into SMAX?

Accepted Answer

As of Q1 2026, tracked institutions in ISHARES TR show 4 buyers versus 6 sellers — net outflows.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RAYMOND JAMES FINANCIAL INC	Decreased	92,269(-2.5%)	$2.5M	0.0%	+3.71%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	44,152(+48.0%)	$1.2M	0.0%	+7.04%	35
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	28,853(-43.8%)	$773,898	0.0%	+3.71%	0
COMMONWEALTH EQUITY SERVICES, LLC	Unchanged	27,778	$745,070	0.0%	+11.19%	0
Kestra Advisory Services, LLC	Increased	21,493(+35.3%)	$576,483	0.0%	+3.63%	32
Creative Planning	Unchanged	13,994	$375,348	0.0%	+13.00%	0
Farther Finance Advisors, LLC	New	7,488	$201,285	0.0%	+3.40%	32
AE Wealth Management LLC	Decreased	4,069(-10.6%)	$109,145	0.0%	+5.55%	0
UBS Group AG	New	172	$4,613	0.0%	+3.40%	23
NATIONAL BANK OF CANADA /FI/	Exited	0(-100.0%)	$11,456	0.0%	+9.29%	0
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$1.4M	0.0%	+4.56%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Exited	0(-100.0%)	$24,260	0.0%	+0.30%	0

ISHARES TR

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