Ishares Tr (CRBN): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ishares Tr (CRBN) following the 2026 Q1 hedge fund 13F filings?

As of today, CRBN has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.6%. Since the quarter end (March 31, 2026), CRBN gained +13.8% vs +13.9% 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 (CRBN)

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

Smart Money Signals — CRBN

Based on 128 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added CRBN 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.

📊

High ownership — 93% of 3.0Y peak

93% of all-time peak

128 funds currently hold this stock — 93% of the 3.0-year high of 137 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 48% buying

45 buying48 selling

Last quarter: 48 funds reduced or exited vs 45 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 18 → 17 → 12 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 24% medium ■ 15% new

78 out of 128 hedge funds have held CRBN 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.

💎

Buying through price weakness — shares +3%, value -50%

Value

-50%

+2%

Last quarter: funds added +3% more shares while total portfolio value only changed -50%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

11 → 18 → 17 → 12 → 12 new funds/Q

New funds entering each quarter: 18 → 17 → 12 → 12. CRBN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 16% 1-2yr ■ 20% new

Of 128 current holders: 82 (64%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds

21 of 128 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in CRBN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.1

out of 10

Low Exit Risk

Exit risk score 3.1/10 — 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	127	126	0.79%
13F Shares	3M	3M	2.67%
Total Value	$296M	$593M	-50.03%
New Positions	12	12	-
Increased Positions	33	48	-15
Closed Positions	11	23	-12
Reduced Positions	37	30	+7
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

127

126

0.79%

13F Shares

2.67%

Total Value

$296M

$593M

-50.03%

New Positions

Increased Positions

-15

Closed Positions

-12

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

127 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CRBN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Midwest Financial Partners Investments, Inc.	1.35%	11,394	$2.5M
2	BSW Wealth Partners	1.28%	47,144	$10.5M
3	Stonehearth Capital Management, LLC	1.26%	14,248	$3.2M
4	Investure, LLC	1.14%	104,151	$23.2M
5	Aspiriant, LLC	0.76%	119,285	$26.6M
6	North Berkeley Wealth Management, LLC	0.39%	3,353	$747K
7	Gould Asset Management LLC /Ca/	0.34%	8,720	$1.9M
8	Bond & Devick Financial Network, Inc.	0.33%	5,244	$1.2M
9	Plum Street Advisors, LLC	0.30%	3,838	$855K
10	Allianz Se	0.27%	109,015	$24.3M
11	Westmount Partners, LLC	0.23%	4,127	$920K
12	Van Hulzen Asset Management, LLC	0.22%	13,550	$3.0M
13	Dougherty Wealth Advisers LLC	0.22%	1,533	$342K
14	KilterHowling LLC	0.15%	1,372	$306K
15	Widmann Financial Services, Inc.	0.15%	1,145	$255K
16	Financial Futures Ltd Liability Co.	0.15%	1,519	$339K
17	Ackerman Capital Advisors, LLC	0.13%	2,849	$635K
18	National Philanthropic Trust	0.12%	34,814	$6.4M
19	Albion Financial Group /Ut	0.11%	7,318	$1.6M
20	AlTi Global, Inc.	0.10%	20,229	$4.5M
21	Cardinal Point Capital Management ULC	0.09%	6,868	$1.5M
22	Creekside Partners	0.08%	915	$204K
23	Patten Group, Inc.	0.07%	1,812	$404K
24	Ally Invest Advisors Inc.	0.06%	3,938	$878K
25	Coldstream Capital Management Inc	0.05%	18,105	$4.0M

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 (CRBN)

What does the Smart Money Trend signal show for CRBN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CRBN 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 CRBN?

More sellers than buyers — 48% buying: Last quarter: 48 funds reduced or exited vs 45 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CRBN holders?

Elite ownership — 48% AUM from top-100 funds: 21 of 128 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in CRBN. 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 CRBN?

61% of holders stayed for 2+ years: 78 out of 128 hedge funds have held CRBN 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 (CRBN) following the 2026 Q1 hedge fund 13F filings?

As of today, CRBN has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.6%. Since the quarter end (March 31, 2026), CRBN has gained +13.8% vs +13.9% 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 (CRBN)

Smart Money Signals — CRBN

Buying streak — 1 quarter in a row

High ownership — 93% of 3.0Y peak

Steady growth — +5% more funds vs a year ago

More sellers than buyers — 48% buying

Steady new buyers — ~12 new funds per quarter

61% of holders stayed for 2+ years

Buying through price weakness — shares +3%, value -50%

Peak discovery — momentum slowing

Deep conviction — 64% of holders stayed 2+ years

Elite ownership — 48% AUM from top-100 funds

Institutional Sentiment Summary — CRBN

Hedge Fund Ownership: CRBN

Market Analysis: CRBN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CRBN

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

Hedge Fund Positioning: CRBN

Statistics: CRBN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (CRBN)

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