Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (FIBR)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +156
Streak
2Q ▲
Buyers last Q
96%

Smart Money Signals — FIBR

Based on 181 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FIBR 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
181 hedge funds hold FIBR 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.
🚀

Fast accumulation — +853% more funds vs a year ago

fund count last 6Q
+162 new funds entered over the past year (+853% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 96% buying

176 buying8 selling
Last quarter: 176 funds were net buyers (161 opened a brand new position + 15 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+154 vs last Q)

new funds entering per quarter
Funds opening a new FIBR position: 5 → 3 → 7 → 161. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 81% entered in last year

13% conviction (2yr+) 6% medium 81% new
Only 23 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

2 → 5 → 3 → 7 → 161 new funds/Q
New funds entering each quarter: 5 → 3 → 7 → 161. 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.
🌱

Early stage — 77% of holders entered in last year

22% veterans 1% 1-2yr 77% new
Of 181 current holders: 140 (77%) entered in the past year, only 39 (22%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
12 of 181 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FIBR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.0
out of 10
High Exit Risk
Exit risk score 7.0/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Hedge Fund Ownership: FIBR

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

Market Analysis: FIBR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FIBR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: FIBR
2026 Q1 Stats Unlock in 16 days 181 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 181 25 624.0%
13F Shares 8M 416K 1781.62%
Total Value $703M $37M 1775.67%
New Positions 161 7 +154
Increased Positions 15 9 +6
Closed Positions 5 2 +3
Reduced Positions 3 6 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FIBR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

181 + investors

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

Top 25 institutional holders of FIBR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alpine Bank Wealth Management 12.61% 974,400 $86.7M
2 FFG RETIREMENT ADVISORS LLC 1.87% 36,001 $3.2M
3 Kelly Financial Services LLC 1.32% 61,519 $5.5M
4 Ethos Capital Management, Inc. 1.31% 17,212 $1.5M
5 Traveka Wealth, LLC 1.23% 36,095 $3.2M
6 SWP FINANCIAL LLC 1.19% 26,291 $2.3M
7 ALTERNA WEALTH MANAGEMENT, INC 1.13% 16,698 $1.5M
8 Midwest Capital Advisors, LLC 1.04% 25,098 $2.2M
9 Optivise Advisory Services LLC 0.78% 14,412 $1.3M
10 Cassilly Financial Group LLC 0.72% 9,319 $829K
11 TSA Wealth Managment LLC 0.69% 24,145 $2.1M
12 True Vision MN LLC 0.55% 11,959 $1.1M
13 Archer Investment Management, LLC 0.53% 14,070 $1.3M
14 FLP Wealth Management, LLC 0.51% 6,141 $251K
15 Lansing Street Advisors 0.49% 21,802 $1.9M
16 Pettinga Financial Advisors LLC 0.44% 26,468 $2.4M
17 EHRLICH FINANCIAL GROUP 0.44% 8,551 $761K
18 Chatterton & Associates Inc. 0.38% 6,033 $538K
19 Triad Wealth Partners, LLC 0.37% 52,480 $4.7M
20 Tennessee Valley Asset Management Partners 0.36% 30,306 $2.7M
21 Sharkey, Howes & Javer 0.34% 28,302 $2.5M
22 CORE WEALTH ADVISORS, LLC 0.34% 4,945 $440K
23 LGT Financial Advisors LLC 0.33% 729 $65K
24 Pinion Investment Advisors, LLC 0.32% 15,558 $1.4M
25 McNaughton Wealth Management, LLC 0.30% 8,037 $715K
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 (FIBR)

What does the Smart Money Trend signal show for FIBR?

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

More buyers than sellers — 96% buying: Last quarter: 176 funds were net buyers (161 opened a brand new position + 15 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FIBR holders?

Elite ownership — 56% AUM from top-100 funds: 12 of 181 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FIBR. 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 FIBR?

Mostly new holders — 81% entered in last year: Only 23 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.